Union Active Momentum Fund Regular-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.87%
Fund NAV

Fund Overview of Union Active Momentum Fund Regular-idcw

  • ₹389.6 Cr
    AUM
  • ₹8.71
    NAV
  • 12.75%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Apr 29, 2026
Calculate your Returns
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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.

The total value of your investment after 10 years will be
0.00
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Returns of Union Active Momentum Fund Regular-idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.87% NA 4.02%
6 Months 0.11% NA 14.62%
1 Year 4.56% 4.56% -1.34%
As on Wed Apr 29, 2026

Asset Allocation

equities

93.10%

debt instruments

0.08%

other assets or cash equivalents

6.82%
Large Cap: 29.27%
Mid Cap: 32.67%
Small Cap: 38.06%
Other: 0.00%
Top Holdings
Repo
10.90%
Repo
6.37%
Repo
7.10%
Repo
4.43%
Repo
3.90%
 
Top Sectors
Financial
309.72%
Materials
170.08%
Consumer Discretionary
151.50%
Industrials
148.47%
Healthcare
72.75%
Detailed Portfolio Analysis
As on Wed Apr 29, 2026
Invest Now

About Fund

About Union Active Momentum Fund Regular-idcw

Union Active Momentum Fund Regular-idcw 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 ₹389.6 crore as on Tue Mar 31, 2026. The expense ratio stands at 12.75%.
The portfolio allocation consists of 93.10% in equities, 0.08% in debt instruments, 6.82% in other assets or cash equivalents.Managed by Gaurav Chopra, it has delivered a return of 4.56% in the last year, a total return since inception of -9.66%.
Investors often consider the best sip to invest so they can strengthen long-term financial stability.

Read more
  • Sanjay Bembalkar

    Fund Manager

  • Mr. Bembalkar has done B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder.

    Manager Education

  • Gaurav Chopra

    Fund Manager

  • Mr. Chopra has done B.Com, Chartered Accountant and CFA (Level III cleared)

    Manager Education

Fund Details

Fund Names Union Active Momentum Fund Regular-idcw
Inception Date 19 Dec 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹100
 
Risk Principal at very high risk
More Details

Start An Sip Today Watch Your Money Grow Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential India Opportunities Fund Direct-growth trend ₹32,925 5.24% -3.67% 5.36% 22.32% 22.97%
ICICI Prudential India Opportunities Fund Direct-idcw trend ₹32,925 5.24% -3.67% 5.36% 22.32% 22.97%
ICICI Prudential India Opportunities Fund-growth trend ₹32,925 5.16% -3.89% 4.40% 21.10% 21.62%
ICICI Prudential India Opportunities Fund-idcw trend ₹32,925 5.16% -3.89% 4.40% 21.10% 21.62%
ICICI Prudential Commodities Fund Direct-growth trend ₹3,342 12.21% 2.07% 23.70% 21.73% 21.21%
ICICI Prudential Commodities Fund Direct-idcw trend ₹3,342 12.21% 2.07% 23.70% 21.73% 21.21%
Franklin India Opportunities Direct Fund-growth trend ₹7,578 8.66% -0.54% 6.06% 27.84% 20.84%
Franklin India Opportunities Direct Fund-idcw trend ₹7,578 8.66% -0.54% 6.06% 27.84% 20.84%
ICICI Prudential Commodities Fund-growth trend ₹3,342 12.12% 1.84% 22.47% 20.46% 19.75%
ICICI Prudential Commodities Fund-idcw trend ₹3,342 12.12% 1.84% 22.47% 20.46% 19.75%
View More
increase 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 Regular-growth increase ₹390 10.96% 1.87% 0.11% 4.56% -
Union Active Momentum Fund Direct-growth increase ₹390 11.14% 2.30% 0.91% 6.09% -
Union Active Momentum Fund Direct-idcw increase ₹390 11.14% 2.30% 0.91% 6.09% -
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential India Opportunities Fund-growth trend ₹32,925 ₹35.86 21.10% 21.62% -
ICICI Prudential India Opportunities Fund Direct-growth trend ₹32,925 ₹39.34 22.32% 22.97% -
ICICI Prudential India Opportunities Fund-idcw trend ₹32,925 ₹20.93 21.10% 21.62% -
ICICI Prudential India Opportunities Fund Direct-idcw trend ₹32,925 ₹24.01 22.32% 22.97% -
Franklin India Opportunities Fund Regular-growth trend ₹7,578 ₹248.17 26.31% 19.65% 16.31%
Franklin India Opportunities Direct Fund-growth trend ₹7,578 ₹276.38 27.84% 20.84% 17.36%
Franklin India Opportunities Fund Regular-idcw trend ₹7,578 ₹35.60 26.31% 19.65% 16.31%
Franklin India Opportunities Direct Fund-idcw trend ₹7,578 ₹40.31 27.84% 20.84% 17.36%
View More
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow Start Small & Build Your Wealth For A Brighter Tomorrow

Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified10.90%₹49.83 Cr
RepoUnspecified6.37%₹27.77 Cr
RepoUnspecified7.10%₹27.64 Cr
RepoUnspecified4.43%₹20.21 Cr
RepoUnspecified3.90%₹17.91 Cr
RepoUnspecified3.90%₹17.91 Cr
Apollo Micro Systems LtdIndustrials3.91%₹17.87 Cr
Paradeep Phosphates LtdMaterials3.82%₹17.47 Cr
Force Motors LtdIndustrials3.77%₹17.23 Cr
RepoUnspecified3.62%₹16.89 Cr
RepoUnspecified3.62%₹16.89 Cr
Indian BankFinancial3.54%₹16.54 Cr
Indian BankFinancial3.54%₹16.54 Cr
National Aluminium Company LtdMaterials3.63%₹15.83 Cr
Laurus Labs LtdHealthcare3.45%₹15.78 Cr
Ge T&d India LtdIndustrials3.44%₹15.71 Cr
Fortis Healthcare LtdHealthcare3.29%₹15.05 Cr
L&t Finance Holdings LtdFinancial3.22%₹15.02 Cr
L&t Finance Holdings LtdFinancial3.22%₹15.02 Cr
RepoUnspecified3.28%₹15.02 Cr
Hbl Power Systems LtdIndustrials3.21%₹15.01 Cr
Hbl Power Systems LtdIndustrials3.21%₹15.01 Cr
Paradeep Phosphates LtdMaterials3.25%₹14.85 Cr
Prime Focus LtdConsumer Discretionary3.81%₹14.84 Cr
Muthoot Finance LtdFinancial3.20%₹14.68 Cr
Muthoot Finance LtdFinancial3.20%₹14.68 Cr
Aditya Birla Capital LtdFinancial3.13%₹14.62 Cr
Aditya Birla Capital LtdFinancial3.13%₹14.62 Cr
Multi Commodity Exchange Of India LtdFinancial3.35%₹14.60 Cr
Cartrade Tech LtdConsumer Discretionary3.11%₹14.55 Cr
Cartrade Tech LtdConsumer Discretionary3.11%₹14.55 Cr
Shriram Transport Finance Company LtdFinancial3.17%₹14.49 Cr
Indian BankFinancial3.17%₹14.46 Cr
Apollo Micro Systems LtdIndustrials3.16%₹14.41 Cr
Jayaswal Neco Industries LtdMaterials3.08%₹14.41 Cr
Jayaswal Neco Industries LtdMaterials3.08%₹14.41 Cr
Shriram Transport Finance Company LtdFinancial3.30%₹14.39 Cr
Aditya Birla Capital LtdFinancial3.13%₹14.37 Cr
Aditya Birla Capital LtdFinancial3.13%₹14.37 Cr
Ge T&d India LtdIndustrials3.08%₹14.37 Cr
Ge T&d India LtdIndustrials3.08%₹14.37 Cr
Cupid LtdConsumer Staples3.13%₹14.33 Cr
Vedanta LtdMaterials3.26%₹14.21 Cr
Maruti Suzuki India LtdConsumer Discretionary3.04%₹14.18 Cr
Maruti Suzuki India LtdConsumer Discretionary3.04%₹14.18 Cr
Maruti Suzuki India LtdConsumer Discretionary3.08%₹14.04 Cr
Hdfc Asset Management Company LtdFinancial3.07%₹14.04 Cr
Indian BankFinancial3.15%₹14.01 Cr
Ge T&d India LtdIndustrials3.07%₹14.00 Cr
Muthoot Finance LtdFinancial2.98%₹13.94 Cr
Muthoot Finance LtdFinancial2.98%₹13.94 Cr
L&t Finance Holdings LtdFinancial3.03%₹13.84 Cr
Laurus Labs LtdHealthcare2.96%₹13.81 Cr
Laurus Labs LtdHealthcare2.96%₹13.81 Cr
Jindal Steel & Power LtdMaterials3.09%₹13.77 Cr
RepoUnspecified3.09%₹13.76 Cr
Fortis Healthcare LtdHealthcare2.94%₹13.74 Cr
Fortis Healthcare LtdHealthcare2.94%₹13.74 Cr
Laurus Labs LtdHealthcare3.00%₹13.73 Cr
Hindalco Industries LtdMaterials3.14%₹13.71 Cr
Shriram Transport Finance Company LtdFinancial3.07%₹13.66 Cr
L&t Finance Holdings LtdFinancial2.98%₹13.63 Cr
Bank Of IndiaFinancial3.06%₹13.61 Cr
Canara BankFinancial2.96%₹13.60 Cr
Canara BankFinancial2.96%₹13.60 Cr
State Bank Of IndiaFinancial3.05%₹13.59 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities3.05%₹13.59 Cr
Ashok Leyland LtdIndustrials3.12%₹13.59 Cr
One 97 Communications LtdIndustrials2.96%₹13.58 Cr
One 97 Communications LtdIndustrials2.96%₹13.58 Cr
Axis Bank LtdFinancial3.11%₹13.55 Cr
The Federal Bank LtdFinancial3.04%₹13.52 Cr
Muthoot Finance LtdFinancial2.96%₹13.50 Cr
L&t Finance Holdings LtdFinancial2.94%₹13.48 Cr
L&t Finance Holdings LtdFinancial2.94%₹13.48 Cr
Axis Bank LtdFinancial3.02%₹13.44 Cr
One 97 Communications LtdIndustrials2.87%₹13.40 Cr
One 97 Communications LtdIndustrials2.87%₹13.40 Cr
National Aluminium Company LtdMaterials2.91%₹13.30 Cr
Eicher Motors LtdConsumer Discretionary2.83%₹13.24 Cr
Eicher Motors LtdConsumer Discretionary2.83%₹13.24 Cr
Eicher Motors LtdConsumer Discretionary2.90%₹13.24 Cr
Hbl Power Systems LtdIndustrials2.88%₹13.23 Cr
Hbl Power Systems LtdIndustrials2.88%₹13.23 Cr
Aditya Birla Capital LtdFinancial2.89%₹13.19 Cr
Vedanta LtdMaterials2.96%₹13.18 Cr
Laurus Labs LtdHealthcare2.86%₹13.14 Cr
Laurus Labs LtdHealthcare2.86%₹13.14 Cr
Mtar Technologies LtdIndustrials2.95%₹13.14 Cr
Multi Commodity Exchange Of India LtdFinancial2.95%₹13.13 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary2.85%₹13.07 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary2.85%₹13.07 Cr
Zomato LtdTechnology2.86%₹13.06 Cr
Adani Ports And Special Economic Zone LtdIndustrials2.93%₹13.04 Cr
Fortis Healthcare LtdHealthcare2.85%₹13.02 Cr
Hindalco Industries LtdMaterials2.85%₹13.02 Cr
Canara BankFinancial2.84%₹13.01 Cr
Vedanta LtdMaterials2.84%₹12.99 Cr
Maruti Suzuki India LtdConsumer Discretionary2.83%₹12.97 Cr
Maruti Suzuki India LtdConsumer Discretionary2.83%₹12.97 Cr
Tata Steel LtdMaterials2.91%₹12.97 Cr
The Federal Bank LtdFinancial2.97%₹12.97 Cr
Gujarat Mineral Development Corporation LtdMaterials2.91%₹12.97 Cr
Bajaj Finance LtdFinancial2.83%₹12.97 Cr
Bajaj Finance LtdFinancial2.83%₹12.97 Cr
Titan Company LtdConsumer Discretionary2.83%₹12.96 Cr
Cholamandalam Investment & Finance Company LtdFinancial2.91%₹12.95 Cr
Axis Bank LtdFinancial2.83%₹12.94 Cr
Mahindra & Mahindra Financial Services LtdFinancial2.83%₹12.93 Cr
Le Travenues Technology Ltd.Consumer Discretionary2.77%₹12.93 Cr
Le Travenues Technology Ltd.Consumer Discretionary2.77%₹12.93 Cr
Ashok Leyland LtdIndustrials2.90%₹12.89 Cr
Multi Commodity Exchange Of India LtdFinancial2.81%₹12.86 Cr
Karur Vysya Bank LtdFinancial2.89%₹12.86 Cr
Hitachi Energy India LtdIndustrials2.80%₹12.82 Cr
Cartrade Tech LtdConsumer Discretionary2.79%₹12.82 Cr
Cartrade Tech LtdConsumer Discretionary2.79%₹12.82 Cr
Max Financial Services LtdFinancial2.80%₹12.80 Cr
Jk Cement LtdMaterials2.80%₹12.78 Cr
Tvs Motor Company LtdConsumer Discretionary2.79%₹12.78 Cr
Tvs Motor Company LtdConsumer Discretionary2.79%₹12.78 Cr
Apl Apollo Tubes LtdIndustrials2.87%₹12.77 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.78%₹12.77 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.78%₹12.77 Cr
Cummins India LtdIndustrials2.78%₹12.77 Cr
Cummins India LtdIndustrials2.78%₹12.77 Cr
Ashok Leyland LtdIndustrials2.79%₹12.76 Cr
Au Small Finance Bank LtdFinancial2.79%₹12.76 Cr
Zomato LtdTechnology2.73%₹12.75 Cr
Zomato LtdTechnology2.73%₹12.75 Cr
Nippon Life India Asset Management LtdFinancial2.86%₹12.74 Cr
Jsw Steel LtdMaterials2.86%₹12.74 Cr
Tvs Motor Company LtdConsumer Discretionary2.78%₹12.72 Cr
Le Travenues Technology Ltd.Consumer Discretionary2.78%₹12.71 Cr
Marico LtdConsumer Staples2.72%₹12.71 Cr
Marico LtdConsumer Staples2.72%₹12.71 Cr
Tvs Motor Company LtdConsumer Discretionary2.72%₹12.70 Cr
Tvs Motor Company LtdConsumer Discretionary2.72%₹12.70 Cr
National Aluminium Company LtdMaterials3.25%₹12.66 Cr
Maruti Suzuki India LtdConsumer Discretionary2.77%₹12.66 Cr
Aditya Birla Capital LtdFinancial2.77%₹12.66 Cr
Gmr Airports Infrastructure LtdIndustrials2.77%₹12.66 Cr
Hdfc Life Insurance Co LtdFinancial2.76%₹12.62 Cr
Paradeep Phosphates LtdMaterials2.70%₹12.60 Cr
Paradeep Phosphates LtdMaterials2.70%₹12.60 Cr
Indian BankFinancial2.75%₹12.60 Cr
Indian BankFinancial2.75%₹12.60 Cr
Larsen & Toubro LtdIndustrials2.75%₹12.59 Cr
Apollo Hospitals Enterprise LtdHealthcare2.69%₹12.55 Cr
Apollo Hospitals Enterprise LtdHealthcare2.69%₹12.55 Cr
Ultratech Cement LtdMaterials2.75%₹12.55 Cr
Bharti Airtel LtdTechnology2.74%₹12.54 Cr
Cholamandalam Investment & Finance Company LtdFinancial2.74%₹12.53 Cr
Bajaj Finserv LtdFinancial2.74%₹12.53 Cr
Hindalco Industries LtdMaterials2.73%₹12.51 Cr
Hindalco Industries LtdMaterials2.73%₹12.51 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary2.81%₹12.50 Cr
Eicher Motors LtdConsumer Discretionary2.73%₹12.50 Cr
Jayaswal Neco Industries LtdMaterials2.73%₹12.48 Cr
City Union Bank LtdFinancial2.80%₹12.48 Cr
Ujjivan Small Finance Bank LtdFinancial2.80%₹12.46 Cr
Tvs Motor Company LtdConsumer Discretionary2.73%₹12.44 Cr
Uno Minda LtdConsumer Discretionary2.72%₹12.42 Cr
The Federal Bank LtdFinancial2.71%₹12.41 Cr
Sbi Life Insurance Company LtdFinancial2.71%₹12.40 Cr
Hdfc Asset Management Company LtdFinancial2.71%₹12.37 Cr
Godfrey Phillips India LtdConsumer Staples2.71%₹12.35 Cr
Titan Company LtdConsumer Discretionary2.83%₹12.34 Cr
Jsw Steel LtdMaterials2.69%₹12.33 Cr
Jsw Steel LtdMaterials2.69%₹12.33 Cr
Muthoot Finance LtdFinancial2.69%₹12.32 Cr
Gujarat Mineral Development Corporation LtdMaterials3.16%₹12.31 Cr
Marico LtdConsumer Staples2.70%₹12.31 Cr
Max Financial Services LtdFinancial2.69%₹12.31 Cr
City Union Bank LtdFinancial2.82%₹12.30 Cr
Hdfc Bank LtdFinancial2.69%₹12.30 Cr
Navin Fluorine International LtdMaterials2.76%₹12.29 Cr
Adani Power LtdEnergy & Utilities2.68%₹12.27 Cr
Adani Power LtdEnergy & Utilities2.68%₹12.27 Cr
Ultratech Cement LtdMaterials2.63%₹12.26 Cr
Ultratech Cement LtdMaterials2.63%₹12.26 Cr
Manappuram Finance LtdFinancial2.68%₹12.26 Cr
Multi Commodity Exchange Of India LtdFinancial3.15%₹12.26 Cr
Apollo Micro Systems LtdIndustrials2.62%₹12.23 Cr
Apollo Micro Systems LtdIndustrials2.62%₹12.23 Cr
Au Small Finance Bank LtdFinancial2.80%₹12.23 Cr
City Union Bank LtdFinancial2.67%₹12.22 Cr
Radico Khaitan LtdConsumer Staples2.66%₹12.22 Cr
Radico Khaitan LtdConsumer Staples2.66%₹12.22 Cr
Manappuram Finance LtdFinancial2.67%₹12.22 Cr
One 97 Communications LtdIndustrials2.67%₹12.21 Cr
Tvs Motor Company LtdConsumer Discretionary2.80%₹12.20 Cr
Laurus Labs LtdHealthcare2.67%₹12.19 Cr
National Aluminium Company LtdMaterials2.74%₹12.18 Cr
Cummins India LtdIndustrials2.66%₹12.16 Cr
Welspun Corp LtdMaterials2.66%₹12.16 Cr
Hbl Power Systems LtdIndustrials2.66%₹12.16 Cr
Bharat Electronics LtdIndustrials2.64%₹12.12 Cr
Bharat Electronics LtdIndustrials2.64%₹12.12 Cr
Apollo Hospitals Enterprise LtdHealthcare2.65%₹12.11 Cr
Divi's Laboratories LtdHealthcare2.65%₹12.10 Cr
Fortis Healthcare LtdHealthcare2.64%₹12.09 Cr
Fortis Healthcare LtdHealthcare2.64%₹12.09 Cr
Hindalco Industries LtdMaterials2.71%₹12.08 Cr
Max Healthcare Institute LtdHealthcare2.64%₹12.07 Cr
Srf LtdMaterials2.64%₹12.05 Cr
Prime Focus LtdConsumer Discretionary2.70%₹12.03 Cr
Hdfc Asset Management Company LtdFinancial2.58%₹12.03 Cr
Hdfc Asset Management Company LtdFinancial2.58%₹12.03 Cr
Bajaj Holdings & Investment LtdFinancial2.63%₹12.03 Cr
Rbl Bank LtdFinancial2.62%₹12.01 Cr
Rbl Bank LtdFinancial2.62%₹12.01 Cr
Canara BankFinancial2.75%₹12.01 Cr
Muthoot Finance LtdFinancial2.75%₹12.00 Cr
Avanti Feeds LtdConsumer Staples2.70%₹12.00 Cr
Nava LtdDiversified2.63%₹11.99 Cr
Navin Fluorine International LtdMaterials2.62%₹11.99 Cr
L&t Finance Holdings LtdFinancial2.75%₹11.99 Cr
Navin Fluorine International LtdMaterials2.75%₹11.98 Cr
Navin Fluorine International LtdMaterials2.61%₹11.96 Cr
Navin Fluorine International LtdMaterials2.61%₹11.96 Cr
The South Indian Bank LtdFinancial2.62%₹11.96 Cr
Radico Khaitan LtdConsumer Staples2.55%₹11.93 Cr
Radico Khaitan LtdConsumer Staples2.55%₹11.93 Cr
Sbi Life Insurance Company LtdFinancial2.71%₹11.81 Cr
Eicher Motors LtdConsumer Discretionary2.71%₹11.81 Cr
Jayaswal Neco Industries LtdMaterials2.57%₹11.81 Cr
Jayaswal Neco Industries LtdMaterials2.57%₹11.81 Cr
Uno Minda LtdConsumer Discretionary2.53%₹11.81 Cr
Uno Minda LtdConsumer Discretionary2.53%₹11.81 Cr
Cartrade Tech LtdConsumer Discretionary2.59%₹11.81 Cr
Jindal Steel & Power LtdMaterials3.02%₹11.77 Cr
Larsen & Toubro LtdIndustrials2.70%₹11.76 Cr
Force Motors LtdIndustrials2.51%₹11.73 Cr
Force Motors LtdIndustrials2.51%₹11.73 Cr
Bharat Electronics LtdIndustrials2.56%₹11.71 Cr
Mahindra & Mahindra Financial Services LtdFinancial2.68%₹11.69 Cr
Aditya Birla Capital LtdFinancial2.67%₹11.66 Cr
Cholamandalam Investment & Finance Company LtdFinancial2.67%₹11.65 Cr
Mahindra & Mahindra Financial Services LtdFinancial2.62%₹11.65 Cr
Bajaj Finserv LtdFinancial2.67%₹11.63 Cr
Syrma Sgs Technology LtdTechnology2.53%₹11.62 Cr
Syrma Sgs Technology LtdTechnology2.53%₹11.62 Cr
Jm Financial LtdFinancial2.49%₹11.61 Cr
Jm Financial LtdFinancial2.49%₹11.61 Cr
Ge T&d India LtdIndustrials2.53%₹11.60 Cr
Ge T&d India LtdIndustrials2.53%₹11.60 Cr
Laurus Labs LtdHealthcare2.66%₹11.60 Cr
Manappuram Finance LtdFinancial2.61%₹11.60 Cr
Navin Fluorine International LtdMaterials2.97%₹11.56 Cr
Multi Commodity Exchange Of India LtdFinancial2.53%₹11.56 Cr
One 97 Communications LtdIndustrials2.53%₹11.55 Cr
Max Financial Services LtdFinancial2.64%₹11.52 Cr
Vedanta LtdMaterials2.94%₹11.47 Cr
Prime Focus LtdConsumer Discretionary2.51%₹11.47 Cr
Mtar Technologies LtdIndustrials2.93%₹11.43 Cr
Indian BankFinancial2.93%₹11.42 Cr
Nava LtdDiversified2.44%₹11.40 Cr
Nava LtdDiversified2.44%₹11.40 Cr
The South Indian Bank LtdFinancial2.61%₹11.38 Cr
Narayana Hrudayalaya LtdHealthcare2.48%₹11.34 Cr
Jm Financial LtdFinancial2.48%₹11.30 Cr
Godfrey Phillips India LtdConsumer Staples2.41%₹11.23 Cr
Godfrey Phillips India LtdConsumer Staples2.41%₹11.23 Cr
Mtar Technologies LtdIndustrials2.45%₹11.22 Cr
Mtar Technologies LtdIndustrials2.45%₹11.22 Cr
Tata Steel LtdMaterials2.87%₹11.19 Cr
The Federal Bank LtdFinancial2.87%₹11.16 Cr
Force Motors LtdIndustrials2.44%₹11.16 Cr
Bharti Hexacom Ltd.Technology2.43%₹11.11 Cr
Gmr Airports Infrastructure LtdIndustrials2.53%₹11.04 Cr
Hindalco Industries LtdMaterials2.83%₹11.03 Cr
Jk Cement LtdMaterials2.42%₹11.03 Cr
Radico Khaitan LtdConsumer Staples2.41%₹11.00 Cr
Deepak Fertilisers & Petrochemicals Corporation LtdMaterials2.41%₹11.00 Cr
Manappuram Finance LtdFinancial2.52%₹10.97 Cr
Cummins India LtdIndustrials2.51%₹10.94 Cr
Wockhardt LtdHealthcare2.39%₹10.91 Cr
Karur Vysya Bank LtdFinancial2.79%₹10.88 Cr
Jk Cement LtdMaterials2.33%₹10.88 Cr
Jk Cement LtdMaterials2.33%₹10.88 Cr
Jsw Steel LtdMaterials2.77%₹10.80 Cr
Sbi Cards & Payments Services LtdFinancial2.36%₹10.79 Cr
Axis Bank LtdFinancial2.76%₹10.77 Cr
Adani Ports And Special Economic Zone LtdIndustrials2.76%₹10.75 Cr
Maruti Suzuki India LtdConsumer Discretionary2.46%₹10.74 Cr
Prime Focus LtdConsumer Discretionary2.44%₹10.65 Cr
State Bank Of IndiaFinancial2.71%₹10.58 Cr
Apl Apollo Tubes LtdIndustrials2.71%₹10.57 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary2.71%₹10.56 Cr
Shriram Transport Finance Company LtdFinancial2.70%₹10.53 Cr
Avanti Feeds LtdConsumer Staples2.69%₹10.49 Cr
Nippon Life India Asset Management LtdFinancial2.69%₹10.48 Cr
Redington LtdTechnology2.28%₹10.44 Cr
Ami Organics LtdHealthcare2.66%₹10.38 Cr
One 97 Communications LtdIndustrials2.38%₹10.37 Cr
Ujjivan Small Finance Bank LtdFinancial2.66%₹10.35 Cr
The South Indian Bank LtdFinancial2.25%₹10.34 Cr
The South Indian Bank LtdFinancial2.25%₹10.34 Cr
Eclerx Services LtdTechnology2.25%₹10.31 Cr
Eclerx Services LtdTechnology2.25%₹10.31 Cr
Garden Reach Shipbuilders & Engineers LtdIndustrials2.24%₹10.22 Cr
Cupid LtdConsumer Staples2.22%₹10.18 Cr
Cupid LtdConsumer Staples2.22%₹10.18 Cr
Cupid LtdConsumer Staples2.17%₹10.12 Cr
Cupid LtdConsumer Staples2.17%₹10.12 Cr
Bank Of IndiaFinancial2.60%₹10.11 Cr
City Union Bank LtdFinancial2.59%₹10.09 Cr
Solar Industries India LtdMaterials2.20%₹10.06 Cr
Lloyds Metals And Energy LtdMaterials2.17%₹9.91 Cr
Manappuram Finance LtdFinancial2.52%₹9.81 Cr
Td Power Systems LtdIndustrials2.11%₹9.70 Cr
Td Power Systems LtdIndustrials2.11%₹9.70 Cr
Cholamandalam Investment & Finance Company LtdFinancial2.48%₹9.68 Cr
Godawari Power & Ispat LtdMaterials2.11%₹9.66 Cr
Godawari Power & Ispat LtdMaterials2.11%₹9.66 Cr
Sarda Energy & Minerals LtdMaterials2.09%₹9.54 Cr
Anand Rathi Wealth LtdFinancial2.08%₹9.53 Cr
Anand Rathi Wealth LtdFinancial2.08%₹9.53 Cr
Bharat Petroleum Corporation LtdEnergy & Utilities2.43%₹9.46 Cr
Sarda Energy & Minerals LtdMaterials2.01%₹9.37 Cr
Sarda Energy & Minerals LtdMaterials2.01%₹9.37 Cr
Dalmia Bharat LtdMaterials2.04%₹9.32 Cr
Cupid LtdConsumer Staples2.04%₹9.31 Cr
Anand Rathi Wealth LtdFinancial1.99%₹9.29 Cr
Anand Rathi Wealth LtdFinancial1.99%₹9.29 Cr
Ami Organics LtdHealthcare2.06%₹9.17 Cr
Eclerx Services LtdTechnology1.98%₹9.05 Cr
Endurance Technologies LtdConsumer Discretionary1.94%₹9.05 Cr
Endurance Technologies LtdConsumer Discretionary1.94%₹9.05 Cr
Ashok Leyland LtdIndustrials2.31%₹8.99 Cr
Glaxosmithkline Pharmaceuticals LtdHealthcare1.94%₹8.89 Cr
Dalmia Bharat LtdMaterials1.88%₹8.78 Cr
Dalmia Bharat LtdMaterials1.88%₹8.78 Cr
Endurance Technologies LtdConsumer Discretionary1.92%₹8.75 Cr
Ami Organics LtdHealthcare1.90%₹8.74 Cr
Ami Organics LtdHealthcare1.90%₹8.74 Cr
Eclerx Services LtdTechnology1.99%₹8.70 Cr
Anand Rathi Wealth LtdFinancial1.86%₹8.51 Cr
Mahindra & Mahindra Financial Services LtdFinancial2.18%₹8.50 Cr
Gabriel India LtdConsumer Discretionary1.82%₹8.49 Cr
Gabriel India LtdConsumer Discretionary1.82%₹8.49 Cr
Dcb Bank LtdFinancial1.87%₹8.33 Cr
Sml Isuzu LtdConsumer Discretionary1.78%₹8.15 Cr
Bajaj Consumer Care LtdConsumer Staples1.80%₹8.01 Cr
Pondy Oxides & Chemicals LtdMaterials1.75%₹8.01 Cr
Pondy Oxides & Chemicals LtdMaterials1.75%₹8.01 Cr
Sml Isuzu LtdConsumer Discretionary1.70%₹7.95 Cr
Sml Isuzu LtdConsumer Discretionary1.70%₹7.95 Cr
Cholamandalam Financial Holdings LtdFinancial1.73%₹7.92 Cr
Gabriel India LtdConsumer Discretionary1.72%₹7.87 Cr
Lemon Tree Hotels LtdConsumer Discretionary1.72%₹7.84 Cr
Lemon Tree Hotels LtdConsumer Discretionary1.67%₹7.79 Cr
Lemon Tree Hotels LtdConsumer Discretionary1.67%₹7.79 Cr
Shaily Engineering Plastics LtdMaterials1.69%₹7.75 Cr
Shaily Engineering Plastics LtdMaterials1.69%₹7.75 Cr
Aster Dm Healthcare LtdHealthcare1.69%₹7.74 Cr
Aster Dm Healthcare LtdHealthcare1.69%₹7.74 Cr
Craftsman Automation LtdConsumer Discretionary1.74%₹7.73 Cr
Jk Tyre & Industries LtdConsumer Discretionary1.71%₹7.61 Cr
Ashapura Minechem LtdMaterials1.61%₹7.36 Cr
Gabriel India LtdConsumer Discretionary1.49%₹6.85 Cr
Gabriel India LtdConsumer Discretionary1.49%₹6.85 Cr
Craftsman Automation LtdConsumer Discretionary1.76%₹6.84 Cr
Dcb Bank LtdFinancial1.74%₹6.79 Cr
Pricol LtdConsumer Discretionary1.47%₹6.74 Cr
Bajaj Consumer Care LtdConsumer Staples1.73%₹6.74 Cr
Itd Cementation India LtdIndustrials1.37%₹6.28 Cr
Jk Tyre & Industries LtdConsumer Discretionary1.42%₹5.52 Cr
Pricol LtdConsumer Discretionary1.25%₹5.43 Cr
Ashapura Minechem LtdMaterials1.22%₹5.32 Cr
Camlin Fine Sciences LtdMaterials0.96%₹4.40 Cr
Net ReceivablesUnspecified0.98%₹4.23 Cr
Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100Financial0.08%₹0.35 Cr
Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100Financial0.08%₹0.35 Cr
Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100Financial0.07%₹0.35 Cr
Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100Financial0.07%₹0.35 Cr
Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100Financial0.08%₹0.35 Cr
Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100Financial0.08%₹0.35 Cr
Government Of India 35851 364 Days Tbill 16ap26 Fv Rs 100Financial0.08%₹0.30 Cr
Government Of India 35851 364 Days Tbill 16ap26 Fv Rs 100Financial0.07%₹0.30 Cr
Government Of India 35851 364 Days Tbill 16ap26 Fv Rs 100Financial0.07%₹0.30 Cr
Government Of India 35851 364 Days Tbill 16ap26 Fv Rs 100Financial0.07%₹0.30 Cr
Government Of India 35851 364 Days Tbill 16ap26 Fv Rs 100Financial0.07%₹0.30 Cr
Government Of India 35851 364 Days Tbill 16ap26 Fv Rs 100Financial0.07%₹0.30 Cr
Net PayablesUnspecified-0.21%₹-0.83 Cr
Net PayablesUnspecified-0.28%₹-1.11 Cr
Net PayablesUnspecified-0.26%₹-1.12 Cr
Net PayablesUnspecified-0.28%₹-1.14 Cr
Net PayablesUnspecified-0.28%₹-1.14 Cr
Net PayablesUnspecified-0.27%₹-1.15 Cr
Net PayablesUnspecified-0.27%₹-1.15 Cr
Net PayablesUnspecified-0.29%₹-1.41 Cr
Net PayablesUnspecified-0.59%₹-2.52 Cr
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Top Equity Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Union Active Momentum Fund Regular-idcw

What is the current AUM of Union Active Momentum Fund Regular-idcw?

As of Tue Mar 31, 2026, Union Active Momentum Fund Regular-idcw manages assets worth ₹389.6 crore

How has Union Active Momentum Fund Regular-idcw performed recently?

  • 3 Months: 1.87%
  • 6 Months: 0.11%

What is the portfolio composition of Union Active Momentum Fund Regular-idcw?

Equity: 93.10%, Debt: 0.08%, Others: 6.82%.

Who manages Union Active Momentum Fund Regular-idcw?

Union Active Momentum Fund Regular-idcw is managed by Gaurav Chopra from Union Mutual Fund.

What is the market-cap allocation of Union Active Momentum Fund Regular-idcw?

Large Cap: 29.27%, Mid Cap: 32.67%, Small Cap: 38.06%.

Which are the top companies Union Active Momentum Fund Regular-idcw has invested in?

  • Repo – 10.90% of the fund's portfolio
  • Repo – 6.37% of the fund's portfolio
  • Repo – 7.10% of the fund's portfolio
  • Repo – 4.43% of the fund's portfolio
  • Repo – 3.90% of the fund's portfolio

Which are the major sectors Union Active Momentum Fund Regular-idcw focuses on?

  • Financial – 309.72% of the fund's portfolio
  • Materials – 170.08% of the fund's portfolio
  • Consumer Discretionary – 151.50% of the fund's portfolio
  • Industrials – 148.47% of the fund's portfolio
  • Healthcare – 72.75% of the fund's portfolio
View more FAQ's

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Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

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For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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