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Union Active Momentum Fund Direct Growth
NAV: 10 Apr '26
₹8.61
Min. for SIP
₹500
Fund size (AUM)
₹389.60 Cr
Expense ratio
0.99%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,125 | +0.83% | |
| 6 months | ₹30,000 | ₹29,631 | -1.23% | |
| 1 year | ₹60,000 | ₹58,969 | -1.72% |
Holdings (36)
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Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -9.7% | -7.1% | -3.3% | -20.6% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 13 | 18 | 23 | -- |
Exit load, stamp duty and tax
Exit load
1% for redemption within 1 Year
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
SBSanjay BembalkarNov 2024 - PresentView details
SB
Sanjay Bembalkar
Nov 2024 - Present
View details
GCGaurav ChopraNov 2024 - PresentView details
GC
Gaurav Chopra
Nov 2024 - Present
View details
About Union Active Momentum Fund Direct Growth
Union Active Momentum Fund Direct Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 30 Dec 2009. Sanjay Bembalkar is the Current Fund Manager of Union Active Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹27,079 Cr and the Latest NAV as of 10 Apr 2026 is ₹8.61.
The Union Active Momentum Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. 1% for redemption within 1 Year
;
Investment Objective
The Scheme seeks 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.;
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#27 in India
Total AUM₹27,078.54 Cr
Date of Incorporation30 Dec 2009
Launch Date30 Dec 2009
AddressUnit 503, 5th Floor,Leela Business Park, Andheri Kurla Road,Andheri (East) Mumbai 400059
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,