Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹436 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 ₹8.26 NAV as of Mar 10,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Active Momentum Fund Growth AUM is ₹436 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 -6.26% returns, against a category average of -1.75% and a category best of 5.47%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.26 | -1.75 | 5.47 |
| 6M | -4.83 | 0.06 | 31.14 |
| 1Y | 2.80 | 3.05 | 94.42 |
| 3Y | 0.00 | 8.25 | 191.33 |
Portfolio Analysis
- Equity: 94.15%
- Debt: 5.85%
- Others
As on: 2026-01-31
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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 ₹436 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundKotak Consumption Fund Growth | 0 | 1646.42 CR | 2.06 |
| This FundSBI Automotive Opportunities Fund Growth | 0 | 5014.61 CR | 1.89 |
| This FundUnion Active Momentum Fund Growth | 0 | 436.13 CR | 2.42 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 1924.01 CR | 2.09 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 448.04 CR | 2.43 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak Consumption Fund Growth | 5.4903 | 0 |
| This FundSBI Automotive Opportunities Fund Growth | 25.8859 | 0 |
| This FundUnion Active Momentum Fund Growth | 2.799 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 18.0729 | 103.8534 |
| This FundNippon India Taiwan Equity Fund Growth | 91.722 | 179.4686 |
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 : -6.26%
- 6 Months : -4.83%
- 1 Year : 2.80%
- 3 Years : 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 ₹436 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