Union Active Momentum Fund - Regular (G)

Sectoral / Thematic

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NAV
8.66(-2.26%)
Fund Size (CR)
₹389.6
Expense Ratio
13.5
Scheme Type
Active Fund
Value Research
-

Min. investment
₹1,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1,000
Exit Load
1%
Return Since Launch
-8.33%

Absolute Return: 0.12%

Annualized Return: 0%

Basic Details

Scheme Manager

Sanjay Bembalkar

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	May 4, 2026	10183.91	1.84%	-	0.70%	213/1007
1 Month	April 10, 2026	10472.81	4.73%	-	4.03%	392/1007
3 Month	February 11, 2026	10302.33	3.02%	-	-0.56%	257/978
6 Month	November 11, 2025	10326.34	3.26%	-	0.01%	279/936
1 Year	May 9, 2025	10897.91	8.98%	8.98%	11.57%	432/864
3 Year	-	-	-	-	-	-/-
5 Year	-	-	-	-	-	-/-
Since Inception	December 19, 2024	8860.00	-11.40%	-8.33%	10.91%	999/1007

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	June 2, 2025	1,20,000	121999.68	1.67%	1.67%
3 Year	-	-	-	-	-
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

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Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

6.50%

Standard Deviation

1.14%

Beta

-1.16%

Sharpe Ratio

-0.03%

Treynor's Ratio

-12.97%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
MTAR Technologie	4.93%	33610	21.70	Equity	Aerospace & Defence
Multi Comm. Exc.	3.53%	52361	15.56	Equity	Financial Services
Nippon Life Ind.	3.06%	133455	13.48	Equity	Finance
Natl. Aluminium	3.04%	334680	13.36	Equity	Non Ferrous Metals
Jindal Steel	3.00%	107917	13.20	Equity	Steel
Avanti Feeds	2.86%	91123	12.58	Equity	FMCG
Federal Bank	2.86%	439365	12.61	Equity	Banks
Axis Bank	2.73%	94677	12.01	Equity	Banks
Ujjivan Small	2.70%	2091423	11.90	Equity	Banks
Indian Bank	2.67%	137817	11.74	Equity	Banks

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Nippon India Taiwan Equity Fund - Direct (G)	599.16	26.10%	72.27%	114.41%	230.10%	69.38%
Nippon India Taiwan Equity Fund - Direct (IDCW)	599.16	26.10%	72.27%	114.41%	230.10%	69.38%
Franklin Asian Equity Fund - Direct (G)	399.54	13.99%	14.74%	25.15%	53.49%	20.73%
Franklin Asian Equity Fund - Direct (IDCW)	399.54	13.99%	14.73%	25.14%	53.47%	20.72%
Aditya Birla SL International Equity Fund - Direct (IDCW)	290.87	8.76%	7.30%	14.52%	36.75%	20.65%

List of Schemes under Union Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Union Multicap Fund	Equity	Very High	14.98%	0	₹1,329.16
Union Largecap Fund	Equity	Very High	2.79%	3	₹439.14
Union Large & Midcap Fund	Equity	Very High	11.53%	2	₹919.59
Union Midcap Fund	Equity	Very High	18.92%	3	₹1,705.41
Union Small Cap Fund	Equity	Very High	29.78%	2	₹1,979.63
Union Value Fund	Equity	Very High	9.03%	2	₹373.14
Union Focused Fund	Equity	Very High	13.29%	2	₹417.69
Union Innovation & Opportunities Fund	Equity	Very High	17.36%	0	₹1,105.15
Union Business Cycle Fund	Equity	Very High	11.41%	0	₹507.17
Union Active Momentum Fund	Equity	Very High	10.53%	0	₹440.27
Union Consumption Fund	Equity	Very High	0%	0	₹316.87
Union ELSS Tax Saver Fund	Equity	Very High	7.44%	3	₹840.89
Union Overnight Fund	Debt	Low	5.38%	4	₹411.06
Union Liquid Fund	Debt	Moderately Low	6.31%	3	₹8,162.69
Union Low Duration Fund	Debt	Moderately Low	0%	0	₹575.54
Union Money Market Fund	Debt	Moderately Low	6.62%	1	₹876.64
Union Short Duration Fund	Debt	Moderate	5.33%	0	₹85.86
Union Dynamic Bond Fund	Debt	Moderate	-1.49%	1	₹92.29
Union Corporate Bond Fund	Debt	Moderate	4.71%	2	₹513.78
Union Gilt Fund	Debt	Moderate	-2.42%	2	₹89.86
Union Aggressive Hybrid Fund	Hybrid	Very High	6.29%	2	₹707.07
Union Balanced Advantage Fund	Hybrid	High	4.36%	3	₹1,241.37
Union Multi Asset Allocation Fund	Hybrid	Very High	18.27%	0	₹963.63
Union Arbitrage Fund	Hybrid	Low	6.22%	2	₹238.91
Union Equity Savings Fund	Hybrid	Moderate	4.34%	1	₹142.05
Union Retirement Fund	Solution Oriented	Very High	11.84%	3	₹195.84
Union Children's Fund	Solution Oriented	Very High	9.25%	0	₹83.42
Union Gold ETF Fund of Fund	Other	High	50.96%	0	₹163.25
Union Income Plus Arbitrage Active FOF	Other	Moderate	0%	0	₹65.49
Union Diversified Equity All Cap Active FOF	Other	Very High	0%	0	₹186.66
Union Flexi Cap Fund	Equity	Very High	6.28%	3	₹2,294.07

News

Union Mutual Fund announces Appointment of Key Personnel
Union Mutual Fund has announced that Mr. Dhananjay Terdal has been appointed as the Head- Operations and a Key Personnel of the Union Asset Management Company Private Limited with effect from May 04, 2026.
Details of Mr. Dhananjay Terdal
Age: 43 years
Designation: Head- Operations
Qualification: B.com / Executive Post Graduate Program in Business Management (Finance) .
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Union Mutual Fund announces Income Distribution cum capital withdrawal (IDCW)
Union Mutual Fund has announced 08 May 2026 as the record date for declaration of IDCW Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The quantum of dividend (Rs per unit) on the face value of Rs 10 per unit will be:
Union Balanced Advantage Fund ' Regular Plan ' IDCW Option: 0.17
Union Balanced Advantage Fund ' Direct Plan ' IDCW Option: 0.17
Union Aggressive Hybrid Fund ' Regular Plan ' IDCW Option: 0.15
Union Aggressive Hybrid Fund ' Direct Plan ' IDCW Option: 0.15
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Suspension of investments in Union Fixed Maturity Plan - Series 13 (1114 Days)
Units of Union Fixed Maturity Plan - Series 13 (1114 Days) has been suspended on NSE from April 13, 2026 and the close-ended scheme is set to mature on April 15, 2026.

Fund House Details & Investment Objective

Date of Incorporation

November 28, 2024

Total AUM (Cr)

₹440.27

Union Active Momentum Fund - Regular (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Union Mutual Fund. Launched in November 28, 2024, this fund is managed by Sanjay Bembalkar. With assets under management (AUM) worth ₹440.27 (Cr), as of May 12, 2026, Union Active Momentum Fund - Regular (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of -8.33% since its launch.
The current NAV of Union Active Momentum Fund - Regular (G) is ₹8.66, as on May 12, 2026. The fund's benchmark index is Nifty 500 TRI. You can invest in Union Active Momentum Fund - Regular (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 87.60% in Equity, 9.77% in Debt and 2.63% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 23.65% in Banks, 9.88% in Finance, 8.66% in Ferrous Metals, 7.18% in Debt, 6.08% in Non-Ferrous Metals

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