Union Active Momentum Fund Direct Growth
Get the latest NAV of Union Active Momentum Fund Direct Growth. 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.
₹8.47
1D
NAV as on 22 May 2025
/per year
Since Inception
▲▼
118 people have invested ₹ 4.8L in Union Active Momentum Fund Direct Growth in the last three months
Union Active Momentum Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (22-May-25)
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 (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 93.9%
Debt & Cash 6.1%
Union Active Momentum Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 93.9%
Debt & Cash 6.1%
Union Active Momentum Fund Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
Union Active Momentum Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.11% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹421 Cr |
| Inception Date | 19 December, 2024 |
| Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Union Active Momentum Fund
Union Active Momentum Fund Direct Growth is an equity fund. This fund was started on 19 December, 2024. The fund is managed by Sanjay Bembalkar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Union Active Momentum Fund Direct Growth has ₹421 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 1.1.
Returns
Union Active Momentum Fund Direct Growth has given a CAGR return of -15.30% since inception.
Holdings
Union Active Momentum Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Basic Materials, Health, Tech, Consumer Defensive, Consumer Cyclical, Industrial, Communication. Its top holdings are BSE Ltd, Mazagon Dock Shipbuilders Ltd, One97 Communications Ltd, Jubilant Foodworks Ltd, Chambal Fertilisers & Chemicals Ltd
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 Direct Growth
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 Direct Growth has no lock in period.
Fund Manager
Sanjay Bembalkar
Fund Manager of Union Active Momentum Fund Direct Growth, since 19 December 2024
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Frequently Asked Questions for Union Active Momentum Fund Direct Growth
What is the current NAV of Union Active Momentum Fund Direct Growth?
What are the average returns of Union Active Momentum Fund Direct Growth?
Union Active Momentum Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
How do I invest in Union Active Momentum Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Union Active Momentum Fund Direct Growth?
What is net assets under management (AUM) of Union Active Momentum Fund Direct Growth?
What are the top 5 holdings of Union Active Momentum Fund Direct Growth?
What are the top 3 sectors that this Union Active Momentum Fund Direct Growth has invested in?
What is the alpha of Union Active Momentum Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Union Active Momentum Fund Direct Growth | - | - | - |
What is the beta of Union Active Momentum Fund Direct Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Union Active Momentum Fund Direct Growth | - | - | - |
What is the sharpe ratio of Union Active Momentum Fund Direct Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Union Active Momentum Fund Direct Growth | - | - | - |
What is the standard deviation of Union Active Momentum Fund Direct Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Union Active Momentum Fund Direct Growth | - | - | - |