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Fund Overview of Union Active Momentum Fund Regular-growth
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₹474.5 CrAUM
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₹9.46NAV
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3.87%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Union Active Momentum Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 18.84% | NA | 4.02% |
| 6 Months | 13.98% | NA | 14.62% |
| 1 Year | 8.74% | 8.74% | -1.34% |
Compare Union Active Momentum Fund Regular-growth with other mutual funds in the same category
Union Active Momentum Fund Regular-growth
ICICI Prudential India Opportunities Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-idcw
Asset Allocation
equities
95.91%debt instruments
0.06%other assets or cash equivalents
4.03%Union Active Momentum Fund Regular-growth is one Equity mutual fund offered by Union Mutual Fund. Launched on 19 Dec 2024, the fund aims Capital appreciation over long term. An actively managed thematic equity scheme that invests in stocks exhibiting momentum characteristics. It manages assets worth ₹474.5 crore as on Sun May 31, 2026. The expense ratio stands at 3.87%. Fund Manager Manager Education Fund Manager Manager EducationAbout Union Active Momentum Fund Regular-growth
The portfolio allocation consists of 95.91% in equities, 0.06% in debt instruments, 4.03% in other assets or cash equivalents.Managed by Gaurav Chopra, it has delivered a return of 8.74% in the last year, a total return since inception of -3.65%.
Selecting an appropriate which sip is best has an important part in financial planning.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential India Opportunities Fund Direct-growth  |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| Franklin India Opportunities Direct Fund-idcw |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| Franklin India Opportunities Fund Regular-idcw |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| ICICI Prudential Commodities Fund Direct-growth |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
| ICICI Prudential Commodities Fund Direct-idcw |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Union Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Union Active Momentum Fund Direct-growth
|
₹475 | 6.98% | 19.26% | 14.86% | 10.27% | - |
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Union Active Momentum Fund Regular-idcw
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₹475 | 6.77% | 18.84% | 13.98% | 8.74% | - |
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Union Active Momentum Fund Direct-idcw
|
₹475 | 6.98% | 19.26% | 14.86% | 10.27% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | ₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | ₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | ₹21.13 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | ₹24.26 | 19.57% | 20.39% | - |
| HDFC Defence Fund Regular-growth |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-growth |
₹9,724 | ₹30.09 | 43.78% | - | - |
| HDFC Defence Fund Regular-idcw |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-idcw |
₹9,724 | ₹30.09 | 43.78% | - | - |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | ₹253.16 | 22.36% | 18.56% | 16.12% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | ₹282.39 | 23.85% | 19.76% | 17.18% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 4.38% | ₹20.79 Cr |
| Mtar Technologies Ltd | Industrials | 3.64% | ₹17.26 Cr |
| Bliss Gvs Pharma Ltd | Healthcare | 3.11% | ₹14.77 Cr |
| Ge Power India Ltd | Industrials | 2.94% | ₹13.95 Cr |
| Kirloskar Oil Engines Ltd | Industrials | 2.65% | ₹12.57 Cr |
| Adani Transmission Ltd | Energy & Utilities | 2.63% | ₹12.47 Cr |
| Laurus Labs Ltd | Healthcare | 2.60% | ₹12.35 Cr |
| Steel Authority Of India Ltd | Materials | 2.59% | ₹12.28 Cr |
| Bajaj Consumer Care Ltd | Consumer Staples | 2.59% | ₹12.28 Cr |
| Cummins India Ltd | Industrials | 2.56% | ₹12.14 Cr |
| Td Power Systems Ltd | Industrials | 2.55% | ₹12.09 Cr |
| Hitachi Energy India Ltd | Industrials | 2.54% | ₹12.07 Cr |
| Adani Power Ltd | Energy & Utilities | 2.54% | ₹12.06 Cr |
| Ge T&d India Ltd | Industrials | 2.54% | ₹12.04 Cr |
| Nippon Life India Asset Management Ltd | Financial | 2.50% | ₹11.87 Cr |
| Navin Fluorine International Ltd | Materials | 2.50% | ₹11.86 Cr |
| Bse Ltd | Financial | 2.49% | ₹11.82 Cr |
| Sansera Engineering Ltd | Consumer Discretionary | 2.47% | ₹11.72 Cr |
| Hindalco Industries Ltd | Materials | 2.46% | ₹11.65 Cr |
| Sai Life Sciences Ltd. | Healthcare | 2.45% | ₹11.61 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.26 | 19.57% | 20.39% | - |
| Franklin India Opportunities Direct Fund-growth |
₹282.39 | 23.85% | 19.76% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹41.18 | 23.85% | 19.76% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.13 | 18.39% | 19.06% | - |
| Franklin India Opportunities Fund Regular-growth |
₹253.16 | 22.36% | 18.56% | - |
| Franklin India Opportunities Fund Regular-idcw |
₹36.31 | 22.36% | 18.56% | - |
| ICICI Prudential Commodities Fund Direct-growth |
₹51.95 | 19.38% | 17.25% | - |
| ICICI Prudential Commodities Fund Direct-idcw |
₹34.44 | 19.38% | 17.25% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Union Active Momentum Fund Regular-growth
What is the current AUM of Union Active Momentum Fund Regular-growth?
As of Sun May 31, 2026, Union Active Momentum Fund Regular-growth manages assets worth ₹474.5 crore
How has Union Active Momentum Fund Regular-growth performed recently?
- 3 Months: 18.84%
- 6 Months: 13.98%
What is the portfolio composition of Union Active Momentum Fund Regular-growth?
Equity: 95.91%, Debt: 0.06%, Others: 4.03%.
Who manages Union Active Momentum Fund Regular-growth?
Union Active Momentum Fund Regular-growth is managed by Gaurav Chopra from Union Mutual Fund.
What is the market-cap allocation of Union Active Momentum Fund Regular-growth?
Large Cap: 10.62%, Mid Cap: 32.25%, Small Cap: 57.13%.
Which are the top companies Union Active Momentum Fund Regular-growth has invested in?
- Repo – 4.38% of the fund's portfolio
- MTAR Technologies Ltd – 3.64% of the fund's portfolio
- Bliss GVS Pharma Ltd – 3.11% of the fund's portfolio
- GE Power India Ltd – 2.94% of the fund's portfolio
- Kirloskar Oil Engines Ltd – 2.65% of the fund's portfolio
Which are the major sectors Union Active Momentum Fund Regular-growth focuses on?
- Industrials – 19.42% of the fund's portfolio
- Healthcare – 8.16% of the fund's portfolio
- Materials – 7.55% of the fund's portfolio
- Energy & Utilities – 5.17% of the fund's portfolio
- Financial – 4.99% of the fund's portfolio
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