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NAV as on Sep 24, 2025
Benchmark
NIfty 500 Total Return
Expense Ratio
2.44%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 457 Crores
Exit Load
1.00%
Min. Investment
Rs 1,000
Nav Chart
Asset Allocation
Sector Allocation
Union Active Momentum Fund - Regular Plan Fund Details
Investment Objective - NA
Fund House
Return Since Launch
-14.37%
Launch Date
Nov 28, 2024
Type
Open Ended
Riskometer
Very High
Top Holdings
Name | Assets (%) | Sector | Instrument |
|---|---|---|---|
| 2.41 | Equity | ||
| 2.40 | Equity | ||
| 2.21 | Equity | ||
| 2.20 | Equity | ||
| 2.20 | Equity | ||
| 2.20 | Equity | ||
| 2.19 | Equity | ||
| 2.18 | Equity | ||
| 2.18 | Equity | ||
| 2.18 | Equity |
Sep 24, 2025
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | -0.58 | -1.04 | -1.94 | 4.13 | NA | NA | NA | NA | -14.37 |
| Category Average (%) | -1.27 | 1.09 | 2.49 | 9.57 | -2.28 | 10.16 | 9.75 | NA | 14.66 |
| Rank within Category | 624 | 980 | 895 | 872 | NA | NA | NA | NA | 1010 |
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 23.31 | 29,871 | -0.94 | 1.13 | 1.39 | 8.12 | -9.55 | 12.23 | 21.93 | NA | 13.48 | 1.58 | |
| 61.24 | 14,734 | -3.56 | -0.89 | -12.21 | -6.19 | -17.30 | 5.80 | 9.93 | 6.34 | 13.46 | 1.74 | |
| 19.31 | 13,643 | -1.13 | 0.73 | 2.99 | 11.17 | -5.39 | 13.38 | NA | NA | 15.09 | 1.70 | |
| 11.13 | 11,537 | -1.36 | 2.68 | 6.25 | 12.68 | -2.14 | NA | NA | NA | 8.20 | 1.74 | |
| 46.19 | 11,520 | -3.94 | -0.54 | -4.35 | 1.64 | -12.75 | 15.79 | 20.22 | NA | 17.00 | 1.67 | |
| 10.20 | 10,123 | NA | 2.20 | 1.29 | 7.48 | -0.68 | NA | NA | NA | 1.70 | 1.73 | |
| 30.98 | 9,688 | -1.05 | -0.39 | -1.02 | 8.40 | -14.96 | -2.68 | 6.47 | 1.17 | 6.84 | 1.81 | |
| 10.55 | 9,412 | -0.27 | 1.78 | 0.46 | 7.79 | -10.09 | NA | NA | NA | 3.48 | 1.79 | |
| 38.48 | 8,371 | -0.55 | 0.93 | 0.47 | 10.77 | 7.81 | 18.83 | 23.67 | 15.55 | 13.60 | 1.79 | |
| 119.39 | 8,357 | -1.80 | -1.84 | 1.20 | 3.99 | -10.08 | 16.12 | 11.72 | 4.10 | 12.34 | 1.80 |
Sep 24, 2025
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,000 (+0.00%)
Fund Manager
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.
View MoreHere is the list of funds managed by Gaurav Chopra
Scheme Name(IDCW Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Small Cap | 43.48 | 1,658 | -3.40 | 26.77 | |
| Equity - Mid Cap | 48.14 | 1,508 | -3.10 | 26.01 | |
| Hybrid - Dynamic Asset Allocation/Balanced Advantage | 20.36 | 1,351 | 0.84 | 11.85 | |
| Equity - Sectoral/Thematic | 14.69 | 1,032 | NA | NA | |
| Equity - Sectoral/Thematic | 8.58 | 457 | NA | NA | |
| Equity - Value | 28.32 | 332 | -3.15 | 23.17 | |
| Hybrid - Equity Savings | 16.88 | 150 | 2.24 | 8.73 | |
| Solution Oriented - Children | 10.95 | 73 | NA | NA | |
| Others - Fund of Funds | 9.87 | 0 | NA | NA |
Sep 24, 2025
Top Performing Related Funds
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 32.49 | 2,321 | -1.40 | 0.96 | 0.99 | 8.55 | -2.96 | 15.70 | 20.93 | 8.75 | 8.61 | 2.02 | |
| 43.48 | 1,658 | -1.05 | 1.30 | 5.02 | 14.57 | -3.40 | 17.10 | 26.77 | 13.72 | 13.92 | 2.11 | |
| 48.14 | 1,508 | -1.78 | -0.21 | 2.06 | 13.06 | -3.10 | 18.43 | 26.01 | NA | 33.14 | 2.10 | |
| 20.36 | 1,351 | -0.88 | 0.44 | 1.65 | 5.60 | 0.84 | 10.52 | 11.85 | NA | 9.64 | 2.16 | |
| 16.04 | 1,148 | -1.17 | 0.88 | 2.95 | 10.70 | -4.30 | NA | NA | NA | 18.76 | 2.18 | |
| 14.69 | 1,032 | -1.28 | 2.73 | 7.62 | 14.95 | NA | NA | NA | NA | 20.83 | 2.18 |
Sep 24, 2025
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