Union Active Momentum Fund - Direct Plan - IDCW

Equity

Sectoral/Thematic

Very High Risk

Rs 8.61

NAV as on Dec 24, 2025

Benchmark

NIfty 500 Total Return

Expense Ratio

1.02%

Fund Category

Equity - Sectoral/Thematic

Fund Size

Rs 459 Crores

Exit Load

1.00%

Min. Investment

Rs 1,000

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Asset Allocation

Sector Allocation

Union Active Momentum Fund - Direct Plan - IDCW Fund Details

Investment Objective - NA

Fund House

Union Mutual Fund

Return Since Launch

-13.86%

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
BSE Ltd.	2.41	Finance	Equity
Mazagon Dock Shipbuilders Ltd.	2.40	Shipping	Equity
One97 Communications Ltd.	2.21	Information Technology	Equity
Jubilant Foodworks Ltd.	2.20	Hospitality	Equity
Chambal Fertilisers & Chemicals Ltd.	2.20	Fertilisers	Equity
Fortis Healthcare Ltd.	2.20	Pharmaceuticals and health care	Equity
Coromandel International Ltd.	2.19	Fertilisers	Equity
Bharti Airtel Ltd.	2.18	Telecommunications	Equity
ICICI Bank Ltd.	2.18	Banks	Equity
Eicher Motors Ltd.	2.18	Automobiles	Equity

View All

Dec 24, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	2.38	1.06	-0.58	-2.27	NA	NA	NA	NA	-13.86
Category Average (%)	1.52	0.48	1.31	3.55	3.87	10.23	7.75	NA	13.35
Rank within Category	64	312	724	966	1045	NA	NA	NA	1052

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
ICICI Prudential India Opportunities Fund	27.49	33,946	0.92	0.66	4.68	6.43	3.81	14.69	18.81	NA	15.68	0.65
ICICI Prudential Business Cycle Fund	21.40	15,708	1.09	0.23	3.48	6.84	6.68	14.95	NA	NA	16.68	0.75
ICICI Prudential Technology Fund	145.43	15,565	1.80	4.48	9.12	1.09	-4.54	13.10	12.73	13.18	22.93	0.97
HDFC Manufacturing Fund	11.21	11,363	1.37	0.42	-0.92	5.55	8.15	NA	NA	NA	7.35	0.81
ICICI Prudential Banking and Financial Services	77.71	11,086	0.91	-0.04	4.28	3.42	6.79	7.57	9.06	8.68	17.11	1.00
SBI Banking & Financial Services Fund	45.71	9,813	1.26	1.33	6.71	7.48	20.57	22.10	18.61	17.42	15.09	0.73
ICICI Prudential Energy Opportunities Fund	10.56	9,643	1.73	-0.66	2.03	3.63	10.00	NA	NA	NA	3.91	0.58
SBI Energy Opportunities Fund	10.77	9,210	2.37	0.05	0.28	0.97	3.10	NA	NA	NA	4.16	0.80
Nippon India Pharma Fund	168.56	8,459	0.87	-0.51	-0.12	1.31	-7.46	16.67	10.67	6.80	24.30	0.91
Franklin India Opportunities Fund	41.89	8,304	1.44	0.03	-7.93	-3.10	-3.45	21.54	14.07	8.55	11.66	0.52

View All

Dec 24, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,288 (-14.24%)

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(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Union Small Cap Fund	Equity - Small Cap	40.68	1,778	-2.96	23.36
Union Midcap Fund	Equity - Mid Cap	52.71	1,638	4.71	23.08
Union Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	21.92	1,371	4.68	9.57
Union Innovation & Opportunities Fund	Equity - Sectoral/Thematic	14.81	1,122	-2.18	NA
Union Active Momentum Fund	Equity - Sectoral/Thematic	8.61	459	-14.24	NA
Union Value Fund	Equity - Value	31.07	370	7.81	19.65
Union Diversified Equity All Cap Active FOF	Others - Fund of Funds	9.97	203	NA	NA
Union Equity Savings Fund	Hybrid - Equity Savings	17.88	147	5.55	7.73
Union Childrens Fund	Solution Oriented - Children	13.11	81	7.20	NA

View All

Dec 24, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Union Flexi Cap Fund	51.03	2,412	1.69	1.19	1.80	3.09	4.55	17.52	17.46	12.91	13.37	0.92
Union Small Cap Fund	40.68	1,778	2.34	-0.85	-1.91	3.33	-2.96	21.52	23.36	12.50	12.94	0.96
Union Midcap Fund	52.71	1,638	1.52	0.73	1.48	3.92	4.71	23.12	23.08	NA	33.59	0.72
Union Balanced Advantage Fund	21.92	1,371	0.87	-0.36	-0.32	1.62	4.68	11.11	9.57	NA	10.34	1.00
Union Multicap Fund	16.90	1,338	1.50	NA	1.62	4.90	4.13	NA	NA	NA	19.13	0.93
Union Innovation & Opportunities Fund	14.81	1,122	2.14	-0.20	-2.18	5.63	-2.18	NA	NA	NA	18.78	0.72