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Union Active Momentum Fund Direct Growth
NAV: 30 Oct '26
₹9.77
Min. for SIP
₹500
Fund size (AUM)
₹542.54 Cr
Expense ratio
2.34%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,879 | -0.81% | |
| 6 months | ₹30,000 | ₹30,488 | +1.63% | |
| 1 year | ₹60,000 | ₹64,652 | +7.75% |
Holdings (39)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 9.89% |
| Welspun Corp Ltd | Materials | Equity | 4.11% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 3.30% |
| Avalon Technologies Ltd. | Industrials | Equity | 3.05% |
| IOL Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 3.03% |
| Shilpa Medicare Ltd | Healthcare | Equity | 2.99% |
| Laurus Labs Ltd | Healthcare | Equity | 2.82% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.80% |
| Chennai Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.79% |
| Sky Gold Ltd | Consumer Discretionary | Equity | 2.78% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.69% |
| Tourism Finance Corporation Of India Ltd | Financial | Equity | 2.69% |
| Navin Fluorine International Ltd | Materials | Equity | 2.68% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 2.67% |
| E2E Networks Ltd | Technology | Equity | 2.66% |
| Belrise Industries Ltd. | Consumer Discretionary | Equity | 2.64% |
| Diamond Power Infrastructure Ltd | Industrials | Equity | 2.64% |
| Anand Rathi Wealth Ltd | Financial | Equity | 2.64% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 2.56% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.54% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.53% |
| R R Kabel Ltd. | Industrials | Equity | 2.53% |
| INOX INDIA LIMITED EQ | Energy & Utilities | Equity | 2.48% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.44% |
| Marico Ltd | Consumer Staples | Equity | 2.37% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 2.36% |
| The Federal Bank Ltd | Financial | Equity | 2.35% |
| Himadri Speciality Chemical Ltd | Materials | Equity | 2.34% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.33% |
| Shaily Engineering Plastics Ltd | Materials | Equity | 2.31% |
| The Karnataka Bank Ltd | Financial | Equity | 2.29% |
| Astra Microwave Products Ltd | Technology | Equity | 2.27% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 2.22% |
| Garware Hi-Tech Films Ltd | Materials | Equity | 1.84% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.75% |
| Aether Industries Ltd | Materials | Equity | 1.71% |
| 91 DTB (24-DEC-2026) | Financial | Treasury Bills | 0.11% |
| GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100 | Financial | Treasury Bills | 0.10% |
| Net Payables | Unspecified | Net Payables | -0.30% |
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +2.1% | +10.7% | +11.7% | -2.3% |
| Category average (Equity Thematic) | -5.6% | -2.6% | -5.6% | +11.2% |
| Rank (Equity Thematic) | 3 | 3 | 2 | -- |
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Fund management
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. Gaurav Chopra is the Current Fund Manager of Union Active Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹25,478 Cr and the Latest NAV as of 30 Oct 2026 is ₹9.77.
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₹25,477.54 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,