Union Active Momentum Fund - Direct Plan - Growth

Equity

Sectoral/Thematic

Very High Risk

Rs 8.88

1.25

NAV as on Apr 17, 2026

Benchmark

NIfty 500 Total Return

Expense Ratio

0.99%

Fund Category

Equity - Sectoral/Thematic

Fund Size

Rs 390 Crores

Exit Load

1.00%

Min. Investment

Rs 1,000

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Asset Allocation

Sector Allocation

Union Active Momentum Fund - Direct Plan - Growth Fund Details

Investment Objective - NA

Fund House

Union Mutual Fund

Return Since Launch

-8.64%

Launch Date

Nov 28, 2024

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

13.84

Category Avg

Beta

0.90

Category Avg

Sharpe Ratio

0.77

Category Avg

Portfolio Turnover Ratio

48.39

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Prime Focus Ltd.	3.81	Service	Equity
National Aluminium Company Ltd.	3.25	Metals - Non Ferrous	Equity
Gujarat Mineral Development Corporation Ltd.	3.16	Mining	Equity
Multi Commodity Exchange of India Ltd.	3.15	Finance	Equity
Jindal Steel Ltd.	3.02	Iron and Steel	Equity
Navin Fluorine International Ltd.	2.97	Chemicals	Equity
Vedanta Ltd.	2.94	Mining	Equity
Indian Bank	2.93	Banks	Equity
MTAR Technologies Ltd.	2.93	Engineering	Equity
Tata Steel Ltd.	2.87	Iron and Steel	Equity

View All

Apr 17, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	3.14	9.63	2.19	1.37	6.73	NA	NA	NA	-8.64
Category Average (%)	2.65	6.49	-0.44	-1.36	8.33	9.39	6.53	NA	11.25
Rank within Category	299	85	288	249	466	NA	NA	NA	1092

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
ICICI Prudential India Opportunities Fund	40.03	32,925	2.25	4.79	-2.67	0.40	9.34	23.64	23.85	NA	21.07	0.67
ICICI Prudential Business Cycle Fund	26.32	14,359	2.06	4.69	-2.34	-1.90	10.26	22.81	20.18	NA	20.27	0.75
ICICI Prudential Technology Fund	198.73	12,575	3.23	9.05	-15.66	-9.06	-0.27	13.08	10.98	16.64	25.21	1.03
SBI Banking & Financial Services Fund	49.78	9,380	2.01	3.68	-3.75	0.67	11.53	21.35	16.56	18.22	15.52	0.74
ICICI Prudential Banking and Financial Services	148.56	9,367	2.19	3.92	-4.85	-4.38	3.25	14.72	14.44	15.74	22.50	1.05
HDFC Manufacturing Fund	11.36	9,255	2.95	7.49	2.79	0.60	16.37	NA	NA	NA	6.87	0.84
Tata Digital India Fund	48.33	9,239	3.05	8.69	-16.16	-10.07	-1.45	12.62	10.77	16.65	16.52	0.56
ICICI Prudential Energy Opportunities Fund	11.51	8,796	5.11	7.97	9.93	10.57	20.15	NA	NA	NA	8.45	0.61
Nippon India Pharma Fund	565.93	7,898	1.47	0.98	1.03	-1.32	4.51	23.05	14.49	15.20	35.47	0.93
SBI Energy Opportunities Fund	11.29	7,805	5.48	7.97	5.01	4.93	12.24	NA	NA	NA	5.85	0.80

View All

Apr 17, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,337 (+6.73%)

Fund Manager

Gaurav Chopra

Sanjay Bembalkar

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.

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Here is the list of funds managed by Gaurav Chopra

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Union Small Cap Fund	Equity - Small Cap	56.62	1,666	19.12	20.21
Union Midcap Fund	Equity - Mid Cap	52.89	1,498	16.42	19.94
Union Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	21.93	1,192	5.18	9.02
Union Innovation & Opportunities Fund	Equity - Sectoral/Thematic	14.17	972	10.36	NA
Union Active Momentum Fund	Equity - Sectoral/Thematic	8.88	390	6.73	NA
Union Value Fund	Equity - Value	30.35	337	10.16	17.17
Union Diversified Equity All Cap Active FOF	Others - Fund of Funds	9.94	168	NA	NA
Union Equity Savings Fund	Hybrid - Equity Savings	17.80	138	4.58	7.17
Union Childrens Fund	Solution Oriented - Children	12.58	75	8.64	NA

View All

Apr 17, 2026

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Union Liquid Fund	2,671.82	5,756	0.11	0.75	1.74	3.23	6.37	7.05	6.12	5.79	7.67	0.07
Union Flexi Cap Fund	56.14	2,079	1.96	5.45	-1.84	-3.75	6.18	16.27	14.72	14.40	13.86	1.00
Union Small Cap Fund	56.62	1,666	3.23	9.58	7.58	2.83	19.12	21.74	20.21	17.03	15.77	1.08
Union Midcap Fund	52.89	1,498	2.36	7.28	2.26	0.53	16.42	22.83	19.94	NA	31.68	0.83
Union Balanced Advantage Fund	21.93	1,192	1.15	3.15	-0.95	-1.75	5.18	10.69	9.02	NA	9.94	1.11
Union Multicap Fund	16.71	1,184	2.33	6.57	0.72	-0.83	11.92	19.79	NA	NA	16.78	1.06