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Union Active Momentum Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Union Active Momentum Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹475 Cr

Lock In Period

N/A

Expense Ratio

2.39

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.

Benchmark

NIfty 500 Total Return

Summary

Union Active Momentum Fund Growth NAV is ₹9.69 as of 30 Jun, 2026. Union Active Momentum Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Union Active Momentum Fund Growth is ₹500. The AUM of Union Active Momentum Fund Growth is ₹475 Cr. The expense ratio of the fund is 2.39%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund 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 last 1M months, Union Active Momentum Fund Growth has delivered 4.58% returns.

Union Active Momentum Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.58-0.229.93
6M12.961.59108.76
1Y8.984.29185.47
3Y0.0011.51334.27

Portfolio Analysis

  • Equity: 95.91%
  • Debt: 4.09%
  • Others
As on: 2026-05-31
View allocation % by

1. Bliss GVS Pharma Ltd.3.11%
2. Laurus Labs Ltd.2.60%
3. Sai Life Sciences Ltd.2.45%
4. Glenmark Pharmaceuticals Ltd.2.26%
5. Granules India Ltd.2.04%

1. MTAR technologies Ltd.3.64%
2. Data Patterns (India) Ltd.2.31%

1. Kirloskar Oil Engines Ltd.2.65%
2. Cummins India Ltd.2.56%

1. Adani Energy Solutions Ltd.2.63%
2. GE Vernova T&D India Ltd.2.54%

1. BSE Ltd.2.49%
2. Multi Commodity Exchange of India Ltd.2.34%

1. Hindalco Industries Ltd.2.46%
2. National Aluminium Company Ltd.2.18%

1. Nippon Life India Asset Management Ltd.2.50%
2. Aditya Birla Sun Life Amc Ltd.1.82%

1. Jindal Steel Ltd.2.29%
2. Gallantt Ispat Ltd.1.81%

1. GE Power India Ltd.2.94%

1. Steel Authority of India Ltd.2.59%

1. Bajaj Consumer Care Ltd.2.59%

1. TD Power Systems Ltd.2.55%

1. Hitachi Energy India Ltd.2.54%

1. Adani Power Ltd.2.54%

1. Navin Fluorine International Ltd.2.50%

1. Sansera Engineering Ltd.2.47%

1. Syrma SGS Technology Ltd.2.38%

1. Sterlite Technologies Ltd.2.31%

1. Aeroflex Industries Ltd.2.26%

1. AnandRathi Wealth Ltd.2.24%

1. Bank of Maharashtra2.23%

1. Graphite India Ltd.2.23%

1. Gujarat Mineral Development Corporation Ltd.2.22%

1. Apar Industries Ltd.2.21%

1. AU Small Finance Bank Ltd.2.16%

1. Avanti Feeds Ltd.2.08%

1. Vardhman Textiles Ltd.1.81%

1. Gokul Agro Resources Ltd.1.61%

1. Precision Wires India Ltd.1.56%

1. KSB Ltd.1.21%

About Fund Union Active Momentum Fund Growth

Union Active Momentum Fund Growth managed by Union Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹475 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.39. 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
Motilal Oswal Special Opportunities Fund Growth074.13 CR2.47
UTI Innovation Fund Growth0757.56 CR2.28
Union Active Momentum Fund Growth0474.55 CR2.39
HDFC Defence Fund Growth59724.27 CR1.75
Nippon India Taiwan Equity Fund Growth31256.27 CR2.15
Fund Name1Y3Y
This FundMotilal Oswal Special Opportunities Fund Growth00
This FundUTI Innovation Fund Growth-6.27150
This FundUnion Active Momentum Fund Growth8.97730
This FundHDFC Defence Fund Growth15.8246190.5664
This FundNippon India Taiwan Equity Fund Growth181.5908316.5687

Union Active Momentum Fund Growth 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 2.39. 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 : 4.58%
  • 6 Months : 12.96%
  • 1 Year : 8.98%
  • 3 Years : 0.00%
Returns of Union Active Momentum Fund Growth are updated daily based on NAV of ₹ 9.69 as on Jun 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 ₹475 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.