Union Active Momentum Fund Regular-IDCW Payout
Equity, Thematic-Factor-based, Principal at very high risk
1 Year Return 11.12% at 21 Oct 2026 12:30 PM
Union Active Momentum Fund Regular-IDCW Payout: Mutual Fund Overview
Union Active Momentum Fund Regular-IDCW Payout is an Thematic-Factor-based mutual fund with over 1.84 years of performance history. The scheme manages an AUM of ₹542.54 Cr and has a NAV of ₹9.64. 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 11.12%.
Fund Details
NAV 9.64
Sub-Type Thematic-Factor-based
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.84
Fund Size(in Crores) 542.54
Fund Performance
1 Month -4.64%
3 Month 2.55%
6 Month 10.55%
1 Year 11.12%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 21 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (90.2%) Market Cap Mid Cap 26.17 Large Cap 10.02 Small Cap 54.01 Top Sectors Healthcare 17.93 Automobile 16.43 Financial 9.97 Chemicals 6.73 Metals & Mining 6.59 Capital Goods 5.69 Consumer Discretionary 5.31 Energy 5.01 Consumer Staples 4.93 Materials 4.15 Technology 2.66 Services 2.53 Communication 2.27 Top Holding Diamond Power 2.64 Sansera Engineering 3.3 E2E Networks 2.66 Aster DM Quality Care 1.75 Shaily Eng Plastics 2.31 IOL Chemicals 3.03 Shilpa Medicare 2.99 Navin Fluorine International 2.68 Belrise Industries 2.64 Astra Microwave Products 2.27 Avalon Technologies 3.05 Chennai Petroleum Corporation 2.79 R R Kabel 2.53 Apollo Hospitals Enterprise 2.54 Inox India 2.48 Tourism Finance Corporation Of India 2.69 Marico 2.37 Sai Life Sciences 2.36 The Federal Bank 2.35 Ather Energy 2.69 Himadri Speciality Chemical 2.34 Aether Industries 1.71 Anand Rathi Wealth 2.64 The Karnataka Bank 2.29 Sona BLW Precision Forgings 2.8 Laurus Labs 2.82 Radico Khaitan 2.56 Welspun Corp 4.11 Adani Energy Solutions 2.22 Garware Hi-Tech Films 1.84 Craftsman Automation 2.67 FSN E-Commerce Ventures 2.53 Sky Gold And Diamonds 2.78 Torrent Pharmaceuticals 2.44 Bharat Forge 2.33
Debt & Others (9.8%) Sector Allocation Repo 9.89 Treasury Bills 0.21 Net Payables -0.3 Debt Credit Ratings Debt Category Others 9.59 Reserve Bank of India 0.21
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-Growth Ret 1M -4.9% Ret 1Y -2.58% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW Ret 1M -4.9% Ret 1Y -2.58% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-Growth Ret 1M -2.91% Ret 1Y -3.29% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-IDCW Ret 1M -2.91% Ret 1Y -3.29% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Angel One Nifty Total Market Momentum Quality 50 Index Fund Regular-Growth Ret 1M -4.25% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-Growth Ret 1M -5.15% Ret 1Y -9.16% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Payout Ret 1M -5.15% Ret 1Y -9.16% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Reinvestment Ret 1M -5.15% Ret 1Y -9.16% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -3.72% Ret 1Y -5.95% Ret 3Y 6.86% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Payout Ret 1M -3.72% Ret 1Y -5.95% Ret 3Y 6.86% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Reinvestment Ret 1M -3.72% Ret 1Y -5.95% Ret 3Y 6.86% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 3.71%
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) 3
Date of Incorporation 2024-12-19
Total AUM 25477.53
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-IDCW Payout FAQs
How to invest in Union Active Momentum Fund Regular-IDCW Payout?
Investing in Union Active Momentum Fund Regular-IDCW Payout 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-IDCW Payout 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-IDCW Payout?
The term expense ratio for Union Active Momentum Fund Regular-IDCW Payout 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-IDCW Payout is 3.71% as of 21 Oct 2026.
What is the NAV of Union Active Momentum Fund Regular-IDCW Payout?
The NAV of Union Active Momentum Fund Regular-IDCW Payout is ₹9.64 as of 21 Oct 2026.
What is the AUM of Union Active Momentum Fund Regular-IDCW Payout?
The AUM (Assets Under Management) of Union Active Momentum Fund Regular-IDCW Payout 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-IDCW Payout is ₹542.54 Cr as of 21 Oct 2026.
What is the PE and PB ratio of Union Active Momentum Fund Regular-IDCW Payout?
The PE ratio of Union Active Momentum Fund Regular-IDCW Payout 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-IDCW Payout?
Yes, you can invest in Union Active Momentum Fund Regular-IDCW Payout 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-IDCW Payout in the last 5 years?
The return of Union Active Momentum Fund Regular-IDCW Payout in the last 5 years is 0.0%.
What is the minimum SIP investment required in Union Active Momentum Fund Regular-IDCW Payout?
The minimum SIP investment in Union Active Momentum Fund Regular-IDCW Payout depends on the fund's scheme rules and usually starts at a small amount. For Union Active Momentum Fund Regular-IDCW Payout, the minimum SIP amount is ₹500.0.
What is the current NAV of Union Active Momentum Fund Regular-IDCW Payout?
The NAV of Union Active Momentum Fund Regular-IDCW Payout, as of 21 Oct 2026, is ₹9.64.
Who manages the Union Active Momentum Fund Regular-IDCW Payout?
The fund managers responsible for Union Active Momentum Fund Regular-IDCW Payout are:
- Sanjay Bembalkar
- Gaurav Chopra