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
₹543 Cr
N/A
3.99
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 | -4.41 | -1.08 | 18.10 |
| 6M | 9.92 | 0.44 | 21.70 |
| 1Y | 10.17 | 2.23 | 36.06 |
| 3Y | 0.00 | 9.28 | 173.67 |
Portfolio Analysis
- Equity: 90.20%
- Debt: 9.80%
- Others
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 ₹543 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.99. 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 |
|---|---|---|---|
| Groww Nifty PSE ETF Growth | 0 | 17 CR | |
| Nippon India Nifty 500 Quality 50 Index Fund Growth | 0 | 39 CR | 1.17 |
| Union Active Momentum Fund Growth | 0 | 542 CR | 3.99 |
| Aditya Birla Sun Life Silver ETF Growth | 0 | 2,826 CR | 0.35 |
| Mirae Asset NYSE FANG + ETF Growth | 0 | 4,447 CR | 0.66 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundGroww Nifty PSE ETF Growth | 0 | 0 |
| This FundNippon India Nifty 500 Quality 50 Index Fund Growth | -7.7485 | 0 |
| This FundUnion Active Momentum Fund Growth | 10.1734 | 0 |
| This FundAditya Birla Sun Life Silver ETF Growth | 23.8152 | 146.7618 |
| This FundMirae Asset NYSE FANG + ETF Growth | 11.76 | 173.6661 |
Union Active Momentum Fund Growth FAQs
- 1 Month : -4.41%
- 6 Months : 9.92%
- 1 Year : 10.17%
- 3 Years : 0.00%
