Union Active Momentum Fund Direct Growth
3Y Annualised
N/A
1.12% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.15%
1.12% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years 2 months
7 years 11 months
9 years 7 months
Fund info
Fund size
₹502.90 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹1000
Exit load
0%
1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
SBI Automotive Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
2nd
SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl
3rd
SBI Automotive Opportunities Fund Direct Growth
4th
SBI Automotive Opportunities Fund Regular Reinvestment Inc Dist cum Cap Wdrl
5th
SBI Automotive Opportunities Fund Regular Payout Inc Dist cum Cap Wdrl
564th
Union Active Momentum Fund Direct Growth
Fund Managers
About Union Active Momentum Fund Direct Growth
Union Active Momentum Fund Direct Growth is a Equity mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 1 years, having been launched on 2024-12-19. Union Active Momentum Fund Direct Growth has ₹502.90 Cr worth of assets under management (AUM) as of Sun Aug 09 2026. The latest Net Asset Value (NAV) of Union Active Momentum Fund Direct Growth as of Wed Aug 05 2026 is ₹9.97. The fund has an expense ratio of 0.91%, which is medium comparable to most other Equity funds.
Union Active Momentum Fund Direct Growth returns for the last 1 year are 14.47%. Since launch, it has delivered -0.18% average annual returns.
The Union Active Momentum Fund Direct Growth has the majority of its money invested in Industrials, Healthcare, Technology, Financial Services, Consumer Cyclical, Consumer Defensive sectors.
Top 5 Holdings of Union Active Momentum Fund Direct Growth.
- Kirloskar Oil Engines Ltd: 3.06%
- Bliss GVS Pharma Ltd: 2.89%
- Syrma SGS Technology Ltd: 2.88%
- MTAR Technologies Ltd: 2.82%
- Apar Industries Ltd: 2.81%
AMC Information
| Name | Union Asset Management Co. Pvt. Ltd. |
|---|---|
| Founding Date | 2024-12-19 |
| investorcare@unionmf.com | |
| Phone | +91 022 67483333 |
| Website | www.unionmf.com/ |
| Address | Union Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West) |
Tax Implications of Union Active Momentum Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
