Union Active Momentum Fund Regular Growth
3Y Annualised
N/A
-3.46% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-8.12%
-3.46% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
38 years 4 months
6 years 4 months
9 years 7 months
Fund info
Fund size
₹445.02 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
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 ₹445.02 Cr worth of assets under management (AUM) as of Sun Mar 15 2026. The latest Net Asset Value (NAV) of Union Active Momentum Fund Regular Growth as of Fri Mar 13 2026 is ₹7.81. 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 1.83%. Since launch, it has delivered -18.21% average annual returns.
The Union Active Momentum Fund Regular Growth has the majority of its money invested in Financial Services, Basic Materials, Energy, Industrials sectors.
Top 5 Holdings of Union Active Momentum Fund Regular Growth.
- Indian Bank: 3.15%
- Jindal Steel Ltd: 3.09%
- Shriram Finance Ltd: 3.07%
- Bank of India: 3.06%
- State Bank of India: 3.05%
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
