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Union Active Momentum Fund Direct-growth
Small Cap
Very High Risk
Latest AUM
₹ 502.9 Cr.
NAV as on 03 aug, 2026
₹ 9.72
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
Union Active Momentum Fund Direct-growth
Inception Date
19 Dec 2024
Lock In
No Lock-in
SIP Minimum Investment amount
₹100
SWP Minimum Investment amount
₹500
STP Minimum Investment amount
₹100
Risk
Principal at very high risk
Portfolio Composition Analysis
Equity
94.94%
Debt
0.06%
Cash
5.00%
Portfolio Updated on: 10 Jul, 2026
Sector Allocations
Equity
Financial
Industrials
Materials
Consumer Discretionary
Healthcare
Consumer Staples
Technology
Energy & Utilities
Diversified
Portfolio Updated on: 03 aug, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| MTAR Technologies Ltd | Industrials | Equity | 4.93% |
| Apollo Micro Systems Ltd | Industrials | Equity | 3.91% |
| Paradeep Phosphates Ltd | Materials | Equity | 3.82% |
| MTAR Technologies Ltd | Industrials | Equity | 3.64% |
| Force Motors Ltd | Industrials | Equity | 3.77% |
| Indian Bank | Financial | Equity | 3.54% |
| Indian Bank | Financial | Equity | 3.54% |
| National Aluminium Company Ltd | Materials | Equity | 3.63% |
| Laurus Labs Ltd. | Healthcare | Equity | 3.45% |
| GE T&D India Ltd | Industrials | Equity | 3.44% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | 10.08% | NA | NA |
| 6 Months | 13.15% | NA | NA |
| 9 Months | 10.83% | NA | NA |
| 1 Year | 12.43% | 12.43% | NA |
Launched on 19 Dec 2024, the fund aims Capital appreciation over long term. An actively managed thematic equity scheme that invests in stocks exhibiting momentum characteristics. It manages assets worth ₹502.9 crore as on Tue Jun 30, 2026. The expense ratio stands at 2.51%.
Sanjay Bembalkar has experience Prior to joining Union Mutual Fund, he has worked with Canara Robeco Asset Management Company Ltd, LIC Mutual Fund, Quantum Advisors Pvt. Ltd and Autonomous Research LLP
Gaurav Chopra has experience 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
Top Performing Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth | 3,409.2 | +4.03% | +6.93% | +1.62% | +6.08% | +12.67% | +11.75% |
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth | 1,526.9 | +4.32% | +8.59% | +4.92% | +7.08% | +13.00% | +11.71% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth | 1,308.3 | +3.21% | +5.69% | +0.57% | +5.29% | +12.14% | +11.25% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw | 1,308.3 | +3.21% | +5.69% | +0.57% | +5.29% | +12.14% | +11.25% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth | 1,308.3 | +3.16% | +5.56% | +0.34% | +4.83% | +11.74% | +10.77% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw | 1,308.3 | +3.16% | +5.56% | +0.34% | +4.83% | +11.74% | +10.77% |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth | 8,541.2 | +1.15% | +2.44% | +0.95% | +3.28% | +12.90% | +10.69% |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth | 8,541.2 | +1.11% | +2.32% | +0.72% | +2.81% | +12.37% | +10.15% |
| SBI Nifty 200 Quality 30 Etf-growth | 78.2 | +5.26% | +4.58% | +0.08% | +5.74% | +10.91% | +9.67% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from Union Mutual Fund
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Union Active Momentum Fund Regular-growth | 502.9 | -0.42% | +9.69% | +12.41% | +10.91% | — | — |
| Union Active Momentum Fund Regular-idcw | 502.9 | -0.42% | +9.69% | +12.41% | +10.91% | — | — |
| Union Active Momentum Fund Direct-idcw | 502.9 | -0.41% | +10.08% | +13.15% | +12.43% | — | — |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-growth | 8,541.2 | +1.11% | +2.32% | +0.72% | +2.81% | +12.37% | +10.15% |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth | 8,541.2 | +1.15% | +2.44% | +0.95% | +3.28% | +12.90% | +10.69% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth | 3,409.2 | +4.03% | +6.93% | +1.62% | +6.08% | +12.67% | +11.75% |
| SBI Quality Fund Regular-growth | 2,399.9 | +4.46% | +8.42% | — | — | — | — |
| SBI Quality Fund Direct-growth | 2,399.9 | +4.56% | +8.72% | — | — | — | — |
| SBI Quality Fund Regular-idcw | 2,399.9 | +4.46% | +8.42% | — | — | — | — |
| SBI Quality Fund Direct-idcw | 2,399.9 | +4.56% | +8.72% | — | — | — | — |
| ICICI Prudential Quality Fund-growth | 2,157.3 | +3.72% | +8.38% | +3.92% | +8.44% | — | — |
| ICICI Prudential Quality Fund Direct-growth | 2,157.3 | +3.86% | +8.68% | +4.55% | +9.81% | — | — |
| ICICI Prudential Quality Fund Direct-idcw | 2,157.3 | +3.86% | +8.68% | +4.55% | +9.81% | — | — |
Top funds are based on Fund AUM
Top Funds
| Fund name | ||||
|---|---|---|---|---|
| Icici Prudential Nifty 100 Low Volatility 30 Etf-growth | ₹23.08 | +12.67% | +11.75% | — |
| Icici Prudential Nifty Alpha Low - Volatility 30 Etf-growth | ₹28.78 | +13.00% | +11.71% | — |
| Icici Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth | ₹19.03 | +12.14% | +11.25% | — |
| Icici Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw | ₹19.03 | +12.14% | +11.25% | — |
| Icici Prudential Nifty 100 Low Volatility 30 Etf Fof-growth | ₹18.59 | +11.74% | +10.77% | — |
| Icici Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw | ₹18.59 | +11.74% | +10.77% | — |
| Uti Nifty200 Momentum 30 Index Fund Direct-growth | ₹21.38 | +12.90% | +10.69% | — |
| Uti Nifty200 Momentum 30 Index Fund Regular-growth | ₹20.82 | +12.37% | +10.15% | — |
| Sbi Nifty 200 Quality 30 Etf-growth | ₹228.99 | +10.91% | +9.67% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 03 Aug 2026 | ₹9.72 |
| 31 Jul 2026 | ₹9.66 |
| 30 Jul 2026 | ₹9.57 |
| 29 Jul 2026 | ₹9.63 |
| 28 Jul 2026 | ₹9.59 |
| 27 Jul 2026 | ₹9.70 |
| 24 Jul 2026 | ₹9.58 |
| 23 Jul 2026 | ₹9.58 |
| 22 Jul 2026 | ₹9.64 |
| 21 Jul 2026 | ₹9.72 |
| 20 Jul 2026 | ₹9.69 |
| 17 Jul 2026 | ₹9.60 |
| 16 Jul 2026 | ₹9.74 |
| 15 Jul 2026 | ₹9.80 |
| 14 Jul 2026 | ₹9.74 |
| 13 Jul 2026 | ₹9.83 |
| 10 Jul 2026 | ₹9.87 |
| 09 Jul 2026 | ₹9.75 |
| 08 Jul 2026 | ₹9.59 |
| 07 Jul 2026 | ₹9.65 |
| 06 Jul 2026 | ₹9.77 |
| 03 Jul 2026 | ₹9.76 |
| 02 Jul 2026 | ₹9.89 |
| 01 Jul 2026 | ₹9.85 |
| 30 Jun 2026 | ₹9.91 |
| 29 Jun 2026 | ₹9.89 |
| 25 Jun 2026 | ₹9.79 |
| 24 Jun 2026 | ₹9.82 |
| 23 Jun 2026 | ₹9.89 |
| 22 Jun 2026 | ₹9.90 |
Portfolio Updated on: 04 Aug, 2026
Fund Growth & Size Analysis
+₹502.9 Cr
Since Launch
This Fund
Category Average
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Union Active Momentum Fund Direct-growth Returns Comparison
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