Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal
Get the latest NAV of Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal. 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.
₹10.00
NAV as on 12 Dec 2024
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Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (12-Dec-24)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal Asset Allocation
See fund asset allocation details as on (14-Oct-25)
Fund Distribution
as on (14-Oct-25)
Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal Sector Allocation
See fund sector allocation details as on (14-Oct-25)
Sector Allocation
Top 3 Sectors in September were Financial Services, Industrial & Health
Consumer Cyclical
31%
Financial Services
20%
Basic Materials
16%
Financial Services
26%
Industrial
21%
Health
21%
Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal Holdings Details
as on (30-Sep-25)
Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal 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 | ₹457 Cr |
| Inception Date | 19 December, 2024 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 123.38% |
| Risk |   Very High Risk |
About Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal
Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal is an equity fund. This fund was started on 19 December, 2024. The fund is managed by Gaurav Chopra, Sanjay Bembalkar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal has ₹457 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
- The fund has an expense ratio 1.1.
Returns
Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal has given a CAGR return of 0.00% since inception.
Holdings
Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Basic Materials, Industrial, Consumer Defensive, Health, Tech. Its top holdings are Paradeep Phosphates Ltd, Indian Bank, Apollo Micro Systems Ltd Ordinary Shares, Maruti Suzuki India Ltd, GE Vernova T&D India 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 Transfer of Income Distribution cum capital withdrawal
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 0.00 and for SIP is INR 0.00. Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal has no lock in period.
Fund Manager
Gaurav Chopra
Fund Manager of Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal, since 19 December 2024
Sanjay Bembalkar
Fund Manager of Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal, since 19 December 2024
- AUM of the fund stands at 456.5 Cr as of Sep'25
- AUM decreased by 0.7 Cr between Sep'25 and Aug'25
Frequently Asked Questions for Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal
How do I invest in Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal?
- Download the INDmoney app.
- Search for ‘Union Active Momentum Fund Direct Transfer of Income Distribution cum capital withdrawal’.
- 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.