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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹390 Cr

Lock In Period

N/A

Expense Ratio

2.44

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 ₹8.71 NAV as of Apr 29,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Active Momentum Fund Growth AUM is ₹390 Cr, with a lock-in of N/A years, expense ratio of 2.44%, 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 10.57% returns, against a category average of 1.93% and a category best of 25.32%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M10.571.9325.32
6M-0.571.7593.55
1Y4.085.52248.91
3Y0.0014.74352.14

Portfolio Analysis

  • Equity: 93.10%
  • Debt: 6.90%
  • Others
As on: 2026-03-31
View allocation % by

1. The Federal Bank Ltd.2.87%
2. Karur Vysya Bank Ltd.2.79%
3. Axis Bank Ltd.2.76%
4. Ujjivan Small Finance Bank Ltd.2.66%
5. City Union Bank Ltd.2.59%
6. DCB Bank Ltd.1.74%

1. Shriram Finance Ltd.2.70%
2. Manappuram Finance Ltd.2.52%
3. Cholamandalam Investment & Finance Co. Ltd.2.48%
4. Mahindra & Mahindra Financial Services Ltd.2.18%

1. Indian Bank2.93%
2. State Bank of India2.71%
3. Bank of India2.60%

1. Gujarat Mineral Development Corporation Ltd.3.16%
2. Vedanta Ltd.2.94%

1. National Aluminium Company Ltd.3.25%
2. Hindalco Industries Ltd.2.83%

1. Tata Steel Ltd.2.87%
2. JSW Steel Ltd.2.77%

1. Prime Focus Ltd.3.81%

1. Multi Commodity Exchange of India Ltd.3.15%

1. Jindal Steel Ltd.3.02%

1. Navin Fluorine International Ltd.2.97%

1. MTAR technologies Ltd.2.93%

1. Adani Ports and Special Economic Zone Ltd.2.76%

1. APL Apollo Tubes Ltd.2.71%

1. FSN E-Commerce Ventures Ltd.2.71%

1. Avanti Feeds Ltd.2.69%

1. Nippon Life India Asset Management Ltd.2.69%

1. Acutaas Chemicals Ltd.2.66%

1. Bharat Petroleum Corporation Ltd.2.43%

1. Ashok Leyland Ltd.2.31%

1. Craftsman Automation Ltd.1.76%

1. Bajaj Consumer Care Ltd.1.73%

1. JK Tyre & Industries Ltd.1.42%

About Fund

Union Active Momentum Fund Growth managed by Union Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹390 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.44. 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.

Fund Managers

Gaurav Chopra

Mr. Gaurav Chopra has done B.Com, Chartered Accountant and CFA (Level III cleared). Prior to joining Union Mutual Fund, he was associated with Centrum Portfolio Management Services- Centrum Broking Ltd., Barclays Wealth Trustees (India) Pvt. Ltd. and Sharp & Tanan Associates.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundQuant Consumption Fund Growth0168.04 CR2.43
This FundBajaj Finserv Healthcare Fund Growth0300.45 CR2.39
This FundUnion Active Momentum Fund Growth0389.6 CR2.44
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundQuant Consumption Fund Growth-8.74570
This FundBajaj Finserv Healthcare Fund Growth5.6850
This FundUnion Active Momentum Fund Growth4.07670
This FundICICI Prudential PSU Equity Fund Growth12.3335107.7555
This FundNippon India Taiwan Equity Fund Growth244.1185333.7246

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 2.44. 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 : 10.57%
  • 6 Months : -0.57%
  • 1 Year : 4.08%
  • 3 Years : 0.00%
Returns of Union Active Momentum Fund Growth are updated daily based on NAV of ₹ 8.71 as on Apr 29,2026. Since inception, the return has been 0.00%.

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 ₹390 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