Union Active Momentum Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Union Active Momentum Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹536 Cr

Lock In Period

N/A

Expense Ratio

3.87

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

Union Active Momentum Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.183.73
6M24.002.9531.58
1Y14.373.8281.36
3Y0.0012.48209.78

Portfolio Analysis

  • Equity: 92.73%
  • Debt: 7.27%
  • Others
As on: 2026-08-31
View allocation % by

1. IOL Chemicals and Pharmaceuticals Ltd.2.87%
2. Laurus Labs Ltd.2.76%
3. Shilpa Medicare Ltd.2.74%
4. Torrent Pharmaceuticals Ltd.2.61%
5. Sai Life Sciences Ltd.2.29%

1. Sansera Engineering Ltd.2.96%
2. Craftsman Automation Ltd.2.91%
3. Inox India Ltd.2.61%

1. R R Kabel Ltd.2.98%
2. Diamond Power Infrastructure Ltd.2.63%

1. Sona Blw Precision Forgings Ltd.2.77%
2. Bharat Forge Ltd.2.58%

1. The Federal Bank Ltd.2.68%
2. The Karnataka Bank Ltd.2.37%

1. Apollo Hospitals Enterprise Ltd.2.80%
2. Aster DM Quality Care Ltd.1.92%

1. Welspun Corp Ltd.3.66%

1. Ather Energy Ltd.3.28%

1. Avalon Technologies Ltd.3.19%

1. Navin Fluorine International Ltd.2.86%

1. SKY Gold & Diamonds Ltd.2.80%

1. FSN E-Commerce Ventures Ltd.2.80%

1. AnandRathi Wealth Ltd.2.78%

1. Chennai Petroleum Corporation Ltd.2.69%

1. Tourism Finance Corporation of India Ltd.2.69%

1. Radico Khaitan Ltd.2.67%

1. Belrise Industries Ltd.2.58%

1. E2E Networks Ltd.2.57%

1. Marico Ltd.2.51%

1. Shaily Engineering Plastics Ltd.2.50%

1. Adani Energy Solutions Ltd.2.42%

1. Astra Microwave Products Ltd.2.33%

1. Himadri Speciality Chemical Ltd.2.30%

1. Garware Hi-Tech Films Ltd.1.90%

1. Aether Industries Ltd.1.72%
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About Fund Union Active Momentum Fund Growth

Union Active Momentum Fund Growth managed by Union Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹536 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 NameRatingsAUMExpense Ratio
SBI BSE PSU Bank ETF Growth0388 CR0.26
Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth050 CR1.21
Union Active Momentum Fund Growth0535 CR3.87
ICICI Prudential Silver ETF Growth015,107 CR0.4
Aditya Birla Sun Life Silver ETF Growth02,993 CR0.35
Fund Name1Y3Y
This FundSBI BSE PSU Bank ETF Growth12.85080
This FundMotilal Oswal Nifty MidSmall Healthcare Index Fund Growth15.32890
This FundUnion Active Momentum Fund Growth14.36850
This FundICICI Prudential Silver ETF Growth80.4355209.7804
This FundAditya Birla Sun Life Silver ETF Growth80.3198209.7815

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 3.87. 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 : 0.00%
  • 6 Months : 24.00%
  • 1 Year : 14.37%
  • 3 Years : 0.00%
Returns of Union Active Momentum Fund Growth are updated daily based on NAV of ₹ 10.11 as on Sep 18,2026. 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 ₹536 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.