Union Active Momentum Fund
Get the latest NAV of Union Active Momentum Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹7.71
▲0.9%1D
NAV as on 23 Mar 2026
/per year
Since Inception
▲▼
93 people have invested ₹ 5.8L in Union Active Momentum Fund in the last three months
Union Active Momentum Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (23-Mar-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Union Active Momentum Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Union Active Momentum Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Union Active Momentum Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Basic Materials & Consumer Cyclical
Financial Services
45%
Basic Materials
26%
Industrial
9%
Financial Services
51%
Basic Materials
15%
Consumer Cyclical
13%
Union Active Momentum Fund Holdings Details
as on (28-Feb-26)
Union Active Momentum Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.97% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹445 Cr |
| Inception Date | 19 December, 2024 |
| Min Lumpsum/SIP | ₹1,000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 123.38% |
| Risk |   Very High Risk |
About Union Active Momentum Fund
Union Active Momentum Fund is an equity fund. This fund was started on 19 December, 2024. The fund is managed by Sanjay Bembalkar, Gaurav Chopra. The fund could potentially beat inflation in the long-run.
Key Parameters
- Union Active Momentum Fund has ₹445 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.
Returns
Union Active Momentum Fund has given a CAGR return of -16.37% since inception. Over the last 1 year the fund has given a CAGR return of -1.11%.
Holdings
Union Active Momentum Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Basic Materials, Industrial, Consumer Cyclical, Energy, Consumer Defensive, Communication. Its top holdings are Indian Bank, Jindal Steel Ltd, Shriram Finance Ltd, Bank of India, State Bank of India
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Union Active Momentum Fund
The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit relatively superior price momentum – based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. The portfolio of stocks will be selected, weighted and rebalanced using proprietary screens.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Union Active Momentum Fund has no lock in period.
Fund Manager
Sanjay Bembalkar
Fund Manager of Union Active Momentum Fund, since 19 December 2024
Gaurav Chopra
Fund Manager of Union Active Momentum Fund, since 19 December 2024
- AUM of the fund stands at 445 Cr as of Feb'26
- AUM increased by 8.9 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Union Active Momentum Fund
How do I invest in Union Active Momentum Fund?
- Download the INDmoney app.
- Search for ‘Union Active Momentum Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.