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Union Active Momentum Fund Direct Growth
NAV: 18 Sep '26
₹10.35
Min. for SIP
₹500
Fund size (AUM)
₹535.78 Cr
Expense ratio
2.62%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,532 | +3.55% | |
| 6 months | ₹30,000 | ₹33,249 | +10.83% | |
| 1 year | ₹60,000 | ₹69,302 | +15.50% |
Holdings (38)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 7.52% |
| Welspun Corp Ltd | Materials | Equity | 3.66% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 3.28% |
| Avalon Technologies Ltd. | Industrials | Equity | 3.19% |
| R R Kabel Ltd. | Industrials | Equity | 2.98% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 2.96% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 2.91% |
| IOL Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 2.87% |
| Navin Fluorine International Ltd | Materials | Equity | 2.86% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.80% |
| Sky Gold Ltd | Consumer Discretionary | Equity | 2.80% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.80% |
| Anand Rathi Wealth Ltd | Financial | Equity | 2.78% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.77% |
| Laurus Labs Ltd | Healthcare | Equity | 2.76% |
| Shilpa Medicare Ltd | Healthcare | Equity | 2.74% |
| Tourism Finance Corporation Of India Ltd | Financial | Equity | 2.69% |
| Chennai Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.69% |
| The Federal Bank Ltd | Financial | Equity | 2.68% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 2.67% |
| Diamond Power Infrastructure Ltd | Industrials | Equity | 2.63% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.61% |
| INOX INDIA LIMITED EQ | Energy & Utilities | Equity | 2.61% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.58% |
| Belrise Industries Ltd. | Consumer Discretionary | Equity | 2.58% |
| E2E Networks Ltd | Technology | Equity | 2.57% |
| Marico Ltd | Consumer Staples | Equity | 2.51% |
| Shaily Engineering Plastics Ltd | Materials | Equity | 2.50% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 2.42% |
| The Karnataka Bank Ltd | Financial | Equity | 2.37% |
| Astra Microwave Products Ltd | Technology | Equity | 2.33% |
| Himadri Speciality Chemical Ltd | Materials | Equity | 2.30% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 2.29% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.92% |
| Garware Hi-Tech Films Ltd | Materials | Equity | 1.90% |
| Aether Industries Ltd | Materials | Equity | 1.72% |
| GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100 | Financial | Treasury Bills | 0.10% |
| Net Payables | Unspecified | Net Payables | -0.35% |
See All
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 | +12.5% | +25.5% | +20.4% | +3.7% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| 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%.
Check past data
Fund management
GCGaurav ChopraNov 2024 - PresentView details
GC
Gaurav Chopra
Nov 2024 - Present
View details
SBSanjay BembalkarNov 2024 - PresentView details
SB
Sanjay Bembalkar
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. 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 ₹28,967 Cr and the Latest NAV as of 18 Sep 2026 is ₹10.35.
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₹28,967.20 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,