Union Active Momentum Fund - Regular Plan - IDCW Payout
Union Asset Management Co. Pvt. Ltd.
₹9.96 (+0.50%)
NAV as of 9 Oct 2026
Minimum Investment: ₹1,000
Return
15.95% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.42%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹1,000
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,204
Invested ₹1,000
▲+20.44%1 year
₹1,159
Invested ₹1,000
▲+15.95%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +15.95% | — | — | — |
| Cumulative returns (%) | +15.95% | — | — | — |
Fund Manager
| Manager | Gaurav Chopra |
|---|---|
| Role | Manager |
| Manager Tenure | 1.78 yrs |
About Fund
| Date of Incorporation | 19 Dec 2024 |
|---|---|
| Fund House | Union Asset Management Co. Pvt. Ltd. |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | Union Asset Management Co. Pvt. Ltd. |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
Investment Strategy
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.
Capital appreciation over long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.