Union Active Momentum Fund Regular Growth
3Y Annualised
N/A
-0.11% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.46%
-0.11% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
4 years 4 months
9 years 7 months
Fund info
Fund size
₹476.48 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
Motilal Oswal S&P BSE Low Volatility ETF
2nd
Motilal Oswal Nifty 200 Momentum 30 ETF
3rd
HDFC Transportation and Logistics Fund Direct Reinvestment Inc Dist cum Cap Wdrl
4th
HDFC Transportation and Logistics Fund Direct Payout Inc Dist cum Cap Wdrl
5th
HDFC Transportation and Logistics Fund Direct Growth
690th
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 0 years, having been launched on 2024-12-19. Union Active Momentum Fund Regular Growth has ₹476.48 Cr worth of assets under management (AUM) as of Thu Jul 17 2025. The latest Net Asset Value (NAV) of Union Active Momentum Fund Regular Growth as of Wed Jul 16 2025 is ₹8.76. The fund has an expense ratio of 2.44%, which is medium comparable to most other Equity funds.
Union Active Momentum Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered -12.40% average annual returns.
The Union Active Momentum Fund Regular Growth has the majority of its money invested in Technology, Healthcare, Financial Services, Industrials, Basic Materials sectors.
Top 5 Holdings of Union Active Momentum Fund Regular Growth.
- Redington Ltd: 2.96%
- Narayana Hrudayalaya Ltd: 2.95%
- Multi Commodity Exchange of India Ltd: 2.94%
- SRF Ltd: 2.89%
- Bajaj Holdings and Investment Ltd: 2.84%
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 |
Similar Funds from Union Asset Management Co. Pvt. Ltd.
EquitySmall-Cap
3Y CAGR
23.17%
expense ratio
0.96%
fund size
₹1671.86 Cr
Fixed IncomeDynamic Bond
3Y CAGR
7.45%
expense ratio
1.26%
fund size
₹107.75 Cr
EquitySmall-Cap
3Y CAGR
21.76%
expense ratio
2.12%
fund size
₹1671.86 Cr
EquityFlexi Cap
3Y CAGR
19.18%
expense ratio
2.02%
fund size
₹2401.11 Cr
EquityFlexi Cap
3Y CAGR
20.56%
expense ratio
0.91%
fund size
₹2401.11 Cr
FAQs
What is the current NAV of Union Active Momentum Fund Regular Growth?
What are the average returns of Union Active Momentum Fund Regular Growth?
How do I invest in Union Active Momentum Fund Regular Growth?
What is the expense ratio of Union Active Momentum Fund Regular Growth?
What are net assets under management (AUM) of Union Active Momentum Fund Regular Growth?
What is the PE and PB ratio of Union Active Momentum Fund Regular Growth?
What are the top 5 holdings of Union Active Momentum Fund Regular Growth?
What are the top 3 sectors that Union Active Momentum Fund Regular Growth has invested in?
Who is the manager of Union Active Momentum Fund Regular Growth?
What is the exit load of Union Active Momentum Fund Regular Growth?
How to Redeem Union Active Momentum Fund Regular Growth?
Can I invest in SIP and a Lump Sum of Union Active Momentum Fund Regular Growth?
