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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)

₹440 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 ₹9.12 as of 10 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 ₹440 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 6.74% returns.

Union Active Momentum Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.74-0.569.53
6M11.181.63111.00
1Y7.224.68213.27
3Y0.0012.69345.77

Portfolio Analysis

  • Equity: 87.60%
  • Debt: 12.40%
  • Others
As on: 2026-04-30
View allocation % by

1. The Federal Bank Ltd.2.86%
2. Axis Bank Ltd.2.73%
3. Ujjivan Small Finance Bank Ltd.2.70%
4. City Union Bank Ltd.1.87%
5. DCB Bank Ltd.1.86%
6. AU Small Finance Bank Ltd.1.31%

1. Sai Life Sciences Ltd.1.37%
2. Acutaas Chemicals Ltd.1.25%
3. Glenmark Pharmaceuticals Ltd.0.88%
4. Laurus Labs Ltd.0.87%
5. Bliss GVS Pharma Ltd.0.77%
6. Granules India Ltd.0.75%

1. MTAR technologies Ltd.4.93%
2. Data Patterns (India) Ltd.0.88%

1. National Aluminium Company Ltd.3.04%
2. Hindalco Industries Ltd.2.39%

1. Tata Steel Ltd.2.14%
2. JSW Steel Ltd.1.87%
3. Steel Authority of India Ltd.0.87%

1. Multi Commodity Exchange of India Ltd.3.53%
2. BSE Ltd.0.88%

1. Nippon Life India Asset Management Ltd.3.06%
2. Aditya Birla Sun Life Amc Ltd.1.07%

1. Jindal Steel Ltd.3.00%
2. Gallantt Ispat Ltd.0.87%

1. Indian Bank2.67%
2. Bank of Maharashtra0.87%

1. Avanti Feeds Ltd.2.86%

1. Shriram Finance Ltd.2.63%

1. Gujarat Mineral Development Corporation Ltd.2.58%

1. Navin Fluorine International Ltd.2.54%

1. APL Apollo Tubes Ltd.2.41%

1. Bajaj Consumer Care Ltd.2.23%

1. Ashok Leyland Ltd.2.19%

1. Adani Ports and Special Economic Zone Ltd.2.17%

1. Cummins India Ltd.0.88%
2. Kirloskar Oil Engines Ltd.0.87%

1. GE Vernova T&D India Ltd.0.87%
2. Adani Energy Solutions Ltd.0.82%

1. Prime Focus Ltd.1.13%

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 ₹440 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 Business Cycle Fund Growth01570.51 CR2.14
Motilal Oswal Manufacturing Fund Growth0679.32 CR2.4
Union Active Momentum Fund Growth0440.27 CR2.39
HDFC Defence Fund Growth59123.61 CR1.75
Nippon India Taiwan Equity Fund Growth31138.67 CR2.15
Fund Name1Y3Y
This FundMotilal Oswal Business Cycle Fund Growth-8.83560
This FundMotilal Oswal Manufacturing Fund Growth-0.03980
This FundUnion Active Momentum Fund Growth7.22480
This FundHDFC Defence Fund Growth8.3978177.3172
This FundNippon India Taiwan Equity Fund Growth208.9947327.6489

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 : 6.74%
  • 6 Months : 11.18%
  • 1 Year : 7.22%
  • 3 Years : 0.00%
Returns of Union Active Momentum Fund Growth are updated daily based on NAV of ₹ 9.12 as on Jun 08,2026. 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 ₹440 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.