Union Active Momentum Fund Regular-Growth
Equity, Thematic, Principal at very high risk
1 Year Return 7.22% at 08 Jun 2026 12:51 PM
Union Active Momentum Fund Regular-Growth: Mutual Fund Overview
Union Active Momentum Fund Regular-Growth is an Thematic mutual fund with over 1.47 years of performance history. The scheme manages an AUM of ₹440.26 Cr and has a NAV of ₹9.35. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 7.22%.
Fund Details
NAV 9.35
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.47
Fund Size(in Crores) 440.26
Fund Performance
1 Month 6.73%
3 Month 11.44%
6 Month 11.17%
1 Year 7.22%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (87.6%) Market Cap Large Cap 25.7 Mid Cap 25.32 Small Cap 36.58 Top Sectors Financial 24.51 Metals & Mining 17.99 Capital Goods 12.7 Services 7.71 Consumer Staples 6.62 Healthcare 5.89 Automobile 2.96 Materials 2.58 Chemicals 2.54 Energy 1.7 Communication 0.89 Consumer Discretionary 0.87 Textiles 0.64 Top Holding Acutaas Chemicals 1.25 Adani Energy Solutions 0.82 Adani Ports and Special Economic Zone 2.17 Adani Power 0.88 Aditya Birla AMC 1.07 Aeroflex Industries 0.8 Anand Rathi Wealth 0.88 Apar Industries 0.89 APL Apollo Tubes 2.41 Ashok Leyland 2.19 AU Small Finance Bank 1.31 Avanti Feeds 2.86 Axis Bank 2.73 Bajaj Consumer Care 2.23 Bank of Maharashtra 0.87 Bliss GVS Pharma 0.77 BSE 0.88 City Union Bank 1.87 Cummins India 0.88 Data Patterns (India) 0.88 DCB Bank 1.86 Gallantt Ispat 0.87 GE Power India 0.37 GE Vernova T&D 0.87 Glenmark Pharmaceuticals 0.88 Gokul Agro Resources 0.64 Granules India 0.75 Graphite India 0.84 Gujarat Mineral Development Corporation 2.58 Hindalco Industries 2.39 Hitachi Energy India 0.9 Indian Bank 2.67 Jindal Steel 3 JSW Steel 1.87 Kirloskar Oil Engines 0.87 KSB 0.62 Laurus Labs 0.87 MCX 3.53 MTAR Technologies 4.93 National Aluminium Company 3.04 Navin Fluorine International 2.54 Nippon Life India Asset Management 3.06 Precision Wires India 0.6 Prime Focus 1.13 Sai Life Sciences 1.37 Sansera Engineering 0.77 Shriram Finance 2.63 Steel Authority Of India 0.87 Sterlite Technologies 0.89 Syrma SGS Technology 0.86 Tata Steel 2.14 TD Power Systems 0.68 The Federal Bank 2.86 Titan Company 0.87 Ujjivan Small Finance Bank 2.7 Vardhman Textiles 0.64
Debt & Others (12.4%) Sector Allocation Net Receivables 2.63 Repo 9.7 Treasury Bills 0.07 Debt Credit Ratings Debt Category Others 12.33 Reserve Bank of India 0.07
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-Growth Ret 1M 0.0% Ret 1Y -0.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-IDCW Ret 1M 0.0% Ret 1Y -0.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -0.3% Ret 1Y -0.76% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -0.3% Ret 1Y -0.76% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular-Growth Ret 1M -2.43% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-Growth Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Payout Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Reinvestment Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.44%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sanjay Bembalkar
Education Mr. Bembalkar has done B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder.
Experience Prior to joining Union Mutual Fund, he has worked with Canara Robeco Asset Management Company Ltd, LIC Mutual Fund, Quantum Advisors Pvt. Ltd and Autonomous Research LLP
Gaurav Chopra
Education Mr. Chopra has done B.Com, Chartered Accountant and CFA (Level III cleared)
Experience Prior to joining Union Mutual Fund, he was associated with Centrum Portfolio Management Services- Centrum Broking Ltd., Barclays Wealth Trustees (India) Pvt. Ltd. and Sharp & Tanan Associates
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 20
Date of Incorporation 2024-12-19
Total AUM 27363.31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Union Active Momentum Fund Regular-Growth FAQs
How to invest in Union Active Momentum Fund Regular-Growth?
Investing in Union Active Momentum Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Union Active Momentum Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Union Active Momentum Fund Regular-Growth?
The term expense ratio for Union Active Momentum Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Union Active Momentum Fund Regular-Growth is 2.44% as of 08 Jun 2026.
What is the NAV of Union Active Momentum Fund Regular-Growth?
The NAV of Union Active Momentum Fund Regular-Growth is ₹9.35 as of 08 Jun 2026.
What is the AUM of Union Active Momentum Fund Regular-Growth?
The AUM (Assets Under Management) of Union Active Momentum Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Union Active Momentum Fund Regular-Growth is ₹440.26 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Union Active Momentum Fund Regular-Growth?
The PE ratio of Union Active Momentum Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Union Active Momentum Fund Regular-Growth?
Yes, you can invest in Union Active Momentum Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Union Active Momentum Fund Regular-Growth in the last 5 years?
The return of Union Active Momentum Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Union Active Momentum Fund Regular-Growth?
The minimum SIP investment in Union Active Momentum Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Union Active Momentum Fund Regular-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of Union Active Momentum Fund Regular-Growth?
The NAV of Union Active Momentum Fund Regular-Growth, as of 08 Jun 2026, is ₹9.35.
Who manages the Union Active Momentum Fund Regular-Growth?
The fund managers responsible for Union Active Momentum Fund Regular-Growth are:
- Sanjay Bembalkar
- Gaurav Chopra