Union Active Momentum Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Active Momentum Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹503 Cr
N/A
3.87
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.
NIfty 500 Total Return
Union Active Momentum Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.63 | -0.59 | 7.93 |
| 6M | 9.68 | 2.02 | 65.84 |
| 1Y | 6.94 | 4.21 | 129.66 |
| 3Y | 0.00 | 11.16 | 242.05 |
Portfolio Analysis
- Equity: 94.94%
- Debt: 5.06%
- Others
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 ₹503 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.87. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Quant Momentum Fund Growth | 0 | 1,374 CR | 2.9 |
| Quant Healthcare Fund Growth | 0 | 391 CR | 3.01 |
| Union Active Momentum Fund Growth | 0 | 502 CR | 3.87 |
| HDFC Defence Fund Growth | 5 | 10,529 CR | 1.8 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,191 CR | 2.6 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundQuant Momentum Fund Growth | 6.2321 | 0 |
| This FundQuant Healthcare Fund Growth | 9.228 | 0 |
| This FundUnion Active Momentum Fund Growth | 6.9397 | 0 |
| This FundHDFC Defence Fund Growth | 18.3039 | 173.2074 |
| This FundNippon India Taiwan Equity Fund Growth | 126.5477 | 228.1783 |
Union Active Momentum Fund Growth FAQs
- 1 Month : -0.63%
- 6 Months : 9.68%
- 1 Year : 6.94%
- 3 Years : 0.00%
