Union Active Momentum Fund Regular-IDCW Reinvestment

Fund Details

NAV 8.54

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 1.13

Fund Size(in Crores) 457.34

Fund Performance

1 Month -1.38%

3 Month -0.81%

6 Month -1.04%

1 Year -1.04%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (96.94%) Market Cap Mid Cap 28.12 Large Cap 44.72 Small Cap 24.1 Top Sectors Financial 41.75 Automobile 12.54 Metals & Mining 10.21 Services 9.97 Construction 5.52 Consumer Staples 3.13 Healthcare 3 Consumer Discretionary 2.83 Insurance 2.71 Capital Goods 2.66 Chemicals 2.62 Top Holding Shriram Finance 3.17 TVS Motor Company 2.78 Hindalco Industries 2.85 One97 Communications 2.67 Max Financial Services 2.69 Navin Fluorine International 2.62 National Aluminium Company 2.91 Larsen & Toubro 2.75 Cupid 3.13 Maruti Suzuki India 2.77 Titan Company 2.83 Bajaj Finserv 2.74 MCX 2.81 GMR Airports 2.77 Mahindra & Mahindra Financial Services 2.83 The South Indian Bank 2.62 The Federal Bank 2.71 Cummins India 2.66 Axis Bank 2.83 Pricol 1.47 eClerx Services 1.98 Ashapura Minechem 1.61 Muthoot Finance 2.69 Ashok Leyland 2.79 Cholamandalam Investment and Finance Company 2.74 Laurus Labs 3 Canara Bank 2.84 SBI Life Insurance Company 2.71 Vedanta 2.84 Manappuram Finance 2.68 L&T Fin 2.98 City Union Bank 2.67 Prime Focus 2.51 AU Small Finance Bank 2.79 Eicher Motors 2.73 Aditya Birla Capital 2.77

Debt & Others (3.06%) Sector Allocation Repo 3.28 Treasury Bills 0.07 Net Payables -0.29 Debt Credit Ratings Debt Category Others 2.99 Reserve Bank of India 0.07

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -3.35% Ret 1Y 6.17% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -3.35% Ret 1Y 6.17% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 2.28% Ret 1Y 31.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 2.28% Ret 1Y 31.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -1.73% Ret 1Y 15.72% Ret 3Y 21.15% Ret 5Y 16.52%

Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y 5.15% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.42%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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

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

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) 34

Date of Incorporation 2024-12-19

Total AUM 2025-12-31

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.