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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹457 Cr

Lock In Period

N/A

Expense Ratio

2.42

Benchmark

NIfty 500 Total Return

Exit Load

1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units.Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.

Summary

Latest details for Union Active Momentum Fund Growth include a ₹8.60 NAV as of Feb 11,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Active Momentum Fund Growth AUM is ₹457 Cr, with a lock-in of N/A years, expense ratio of 2.42%, and benchmark NIfty 500 Total Return. Exit load is - 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units.Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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  • Debt:
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As on: 2025-12-31
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About Fund

Union Active Momentum Fund Growth managed by Union Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹457 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.42. Under the expert guidance of Gaurav Chopra ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHelios Financial Services Fund Growth0212.91 CR2.42
This FundKotak Banking & Financial Services Fund Growth01396.26 CR2.11
This FundUnion Active Momentum Fund Growth0457.35 CR2.42
This FundICICI Prudential PSU Equity Fund Growth01902.83 CR2.09
This FundNippon India Taiwan Equity Fund Growth3427.47 CR2.43
Fund Name1Y3Y
This FundHelios Financial Services Fund Growth18.010
This FundKotak Banking & Financial Services Fund Growth22.16170
This FundUnion Active Momentum Fund Growth0.70340
This FundICICI Prudential PSU Equity Fund Growth20.9989119.3768
This FundNippon India Taiwan Equity Fund Growth74.2513174.3362

FAQs

Union Active Momentum Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Union Active Momentum Fund Growth is 2.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Union Active Momentum Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Union Active Momentum Fund Growth are updated daily based on NAV of ₹ 8.60 as on Feb 11,2026. Since inception, the return has been NaN%.

You can invest in Union Active Momentum Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Union Active Momentum Fund Growth is ₹457 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Union Active Momentum Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500