
Union Active Momentum Fund Direct Growth is a Equity mutual fund scheme launched on 19 Dec 2024. The current NAV stands at ₹9.8100 as of 02 Nov 2026. From the funds total AUM, its top holdings include Treps at 4.38%, MTAR Technologies at 3.64%, Bliss GVS Pharma at 3.11%, GE Power at 2.94%, Kirloskar Oil Engines at 2.65%
Scheme Overview
- Inception Date : 19 Dec 2024
- AUM : ₹542.54 Cr
- 1Y Returns (CAGR) : 11.66%
- Expense Ratio : 2.61%
- Min. SIP : ₹500
- Min. Lumpsum : ₹1,000
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 6.39 L
11.66%
Total Investment
₹ 6,00,000
Returns
₹ 39,278 (11.66%)
Maturity Value
₹ 6,39,278
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.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 542.54 Cr
Cash Holding
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Equity
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Cash
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Debt
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Other
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Asset Allocation
AUM
₹542.54 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Industrials | 31.19% | ||
| Financial Services | 15.79% | ||
| Basic Materials | 13.82% | ||
| Healthcare | 12.46% | ||
| Consumer Defensive | 6.27% | ||
| Utilities | 5.17% | ||
| Technology | 4.69% | ||
| Consumer Cyclical | 4.28% | ||
| Other | 4.11% | ||
| Energy | 2.22% |
Stock Holdings
as of 31 May 2026
Fund Comparison
Fund Details
52W High NAV
₹ 10.4600
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 1,000.00
AUM (in Cr.)
₹ 542.54
Expense Ratio
2.61%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 7.7100
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% for redemption within 1 Year
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 | Qualification |
|---|---|
| Sanjay Bembalkar | B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder |
| Gaurav Chopra | 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
No. of Schemes
29
Total AUM
₹ 25,345.42 Cr
Contact Details
Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059
Contact Details
Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059
FAQs
When was Union Active Momentum Fund launched?
What is the current NAV of Union Active Momentum Fund?
What is the AUM of Union Active Momentum Fund?
What is the rate of return of Union Active Momentum Fund?
- In the past 1Y: 11.66%
- In the past 3Y: 0.00%
- In the past 5Y: 0.00%
What is the expense ratio of Union Active Momentum Fund?
What is exit load of Union Active Momentum Fund?
What is the portfolio of Union Active Momentum Fund?
- MTAR Technologies: 3.64%
- Bliss GVS Pharma: 3.11%
- GE Power: 2.94%
- Kirloskar Oil Engines: 2.65%
- Adani Energy Solutions: 2.63%
Top 3 sectoral holdings include:
- Industrials: 31.19%
- Financial Services: 15.79%
- Basic Materials: 13.82%
How risky is investing in Union Active Momentum Fund?
Who is the fund manager Union Active Momentum Fund?
What is the minimum investment required in Union Active Momentum Fund?
How to invest in Union Active Momentum Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

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