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Union Active Momentum Fund Direct Growth
NAV: 28 Aug '26
₹10.30
Min. for SIP
₹500
Fund size (AUM)
₹493.45 Cr
Expense ratio
2.50%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,549 | +3.66% | |
| 6 months | ₹30,000 | ₹33,097 | +10.32% | |
| 1 year | ₹60,000 | ₹68,651 | +14.42% |
Holdings (44)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 4.80% |
| Repo | Unspecified | Repo | 3.79% |
| Laurus Labs Ltd | Healthcare | Equity | 3.00% |
| R R Kabel Ltd. | Industrials | Equity | 2.88% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 2.66% |
| Avalon Technologies Ltd. | Industrials | Equity | 2.64% |
| Rashi Peripherals Ltd. | Consumer Discretionary | Equity | 2.62% |
| Apar Industries Ltd | Diversified | Equity | 2.61% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.61% |
| Astra Microwave Products Ltd | Technology | Equity | 2.61% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 2.58% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 2.56% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.55% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 2.54% |
| Aeroflex Industries Ltd. | Industrials | Equity | 2.51% |
| Belrise Industries Ltd. | Consumer Discretionary | Equity | 2.49% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.47% |
| Data Patterns (India) Ltd | Industrials | Equity | 2.47% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.45% |
| Navin Fluorine International Ltd | Materials | Equity | 2.43% |
| Syrma SGS Technology Ltd | Technology | Equity | 2.43% |
| Anand Rathi Wealth Ltd | Financial | Equity | 2.42% |
| Welspun Corp Ltd | Materials | Equity | 2.40% |
| Lupin Ltd | Healthcare | Equity | 2.36% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 2.36% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 2.35% |
| Bank of Maharashtra | Financial | Equity | 2.35% |
| Ami Organics Ltd | Healthcare | Equity | 2.31% |
| Granules India Ltd | Healthcare | Equity | 2.27% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 2.26% |
| INOX INDIA LIMITED EQ | Energy & Utilities | Equity | 2.24% |
| Bliss GVS Pharma Ltd | Healthcare | Equity | 2.22% |
| Bajaj Consumer Care Ltd | Consumer Staples | Equity | 1.97% |
| Thangamayil Jewellery Ltd | Consumer Discretionary | Equity | 1.96% |
| The Jammu & Kashmir Bank Ltd | Financial | Equity | 1.90% |
| Shilpa Medicare Ltd | Healthcare | Equity | 1.80% |
| CCL Products (India) Ltd | Consumer Staples | Equity | 1.60% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 1.60% |
| Arvind Ltd | Consumer Discretionary | Equity | 1.58% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 1.56% |
| Senores Pharmaceuticals Ltd. | Healthcare | Equity | 1.47% |
| IOL Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 1.45% |
| GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100 | Financial | Treasury Bills | 0.10% |
| Net Payables | Unspecified | Net Payables | -0.23% |
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 | +10.7% | +16.4% | +16.0% | +1.5% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 10 | 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 ₹27,930 Cr and the Latest NAV as of 28 Aug 2026 is ₹10.30.
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₹27,929.72 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,