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Mutual FundsUnion Active Momentum Fund Direct - GrowthU
Union Active Momentum Fund Direct - Growth
1 Year Returns
14.08%
NAV (₹) on 04 Mar 2026
8.3700
1 Day NAV Change (₹)
-0.3000About Fund
Union Active Momentum Fund Direct - Growth is a Equity mutual fund scheme launched on 19 Dec 2024. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹1,000. The fund manages total assets worth ₹436.13 crores, and the current NAV stands at ₹8.3700 as of 04 Mar 2026. The fund has delivered absolute returns of 14.08% in the past 1 year. The expense ratio of the fund is 0.97%.
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 6.48 L
14.08%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 6,00,000
Returns
₹ 47,788 (7.96%)
Maturity Value
₹ 6,47,788
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
Sorry, No Data Available at this Moment!
*The above returns are absolute.
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹436.13 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 9.0500
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 1,000.00
AUM (in Cr.)
₹ 436.13
Expense Ratio
0.97%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 7.6400
Inception Date
19 Dec 2024
Fund Age
1 Yrs
Benchmark
Nifty 500 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- 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.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Sanjay Bembalkar
Qualification
B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder
Name
Gaurav Chopra
Qualification
B.Com, Chartered Accountant and CFA (USA) - Level III cleared
Fund Objective
The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit relatively superior price momentum – based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. The portfolio of stocks will be selected, weighted and rebalanced using proprietary screens.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Union Mutual Fund
Funds Managed
30
Assets Managed (₹ Cr)
₹ 27,169.59
Contact Details
Registered Address
Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059
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View AllFAQs
When was Union Active Momentum Fund launched?
Union Active Momentum Fund was launched on 19 Dec 2024.
What is the current NAV of Union Active Momentum Fund?
The current NAV of Union Active Momentum Fund is ₹8.3700 as of 04 Mar 2026.
What is the AUM of Union Active Momentum Fund?
The latest value of AUM of Union Active Momentum Fund is ₹436.13 crores as of 04 Mar 2026.
What is the rate of return of Union Active Momentum Fund?
The return on investment of Union Active Momentum Fund is:
- In the past 1Y: 14.08%
- In the past 3Y: 0.00%
- In the past 5Y: 0.00%
What is the expense ratio of Union Active Momentum Fund?
The expense ratio of Union Active Momentum Fund is 0.97%.
What is exit load of Union Active Momentum Fund?
The exit load of Union Active Momentum Fund is as follows:
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.
What is the portfolio of Union Active Momentum Fund?
The portfolio of Union Active Momentum Fund includes:
Top 3 sectoral holdings include:
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Union Active Momentum Fund?
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Union Active Momentum Fund is Very High.
Who is the fund manager Union Active Momentum Fund?
The fund manager of Union Active Momentum Fund is Sanjay Bembalkar, Gaurav Chopra.
What is the minimum investment required in Union Active Momentum Fund?
If you wish to invest in Union Active Momentum Fund, the minimum SIP amount is ₹500 and Lumpsum is ₹1,000.
How to invest in Union Active Momentum Fund directly?
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Union Active Momentum Fund:
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.
