Union Active Momentum Fund Regular Growth
3Y Annualised
N/A
1.65% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.25%
1.65% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
-67 years -9 months
5 years 3 months
9 years 7 months
Fund info
Fund size
₹458.81 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
ICICI Prudential Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Housing Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl
3rd
Mirae Asset Nifty Metal ETF
4th
ICICI Prudential Nifty Metal ETF
5th
Motilal Oswal S&P BSE Low Volatility ETF
232nd
Union Active Momentum Fund Regular Growth
Fund Managers
About Union Active Momentum Fund Regular Growth
Union Active Momentum Fund Regular 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 Regular Growth has ₹458.81 Cr worth of assets under management (AUM) as of Wed Feb 11 2026. The latest Net Asset Value (NAV) of Union Active Momentum Fund Regular Growth as of Mon Feb 09 2026 is ₹8.62. The fund has an expense ratio of 2.42%, which is medium comparable to most other Equity funds.
Union Active Momentum Fund Regular Growth returns for the last 1 year are -1.03%. Since launch, it has delivered -12.20% average annual returns.
The Union Active Momentum Fund Regular Growth has the majority of its money invested in Financial Services, Consumer Defensive, Healthcare, Basic Materials, Consumer Cyclical sectors.
Top 5 Holdings of Union Active Momentum Fund Regular Growth.
- Shriram Finance Ltd: 3.17%
- Cupid Ltd: 3.13%
- Laurus Labs Ltd: 3.00%
- L&T Finance Ltd: 2.98%
- National Aluminium Co Ltd: 2.91%
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 Regular 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
