GC
Gaurav ChopraLead
Since Dec 2024
AUM managed
₹8,076.39Cr
Tenure
Since Dec 2024
Funds
9
Union Active Momentum Reg Gr
Sectoral/ ThematicUnion Mutual Fund
NAV
₹9.79
-3.36% today
AUM
₹493.45 Cr
Fund size
Expense
2.10%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹1,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty 500 TR INR (100%)
Number of holdings41
Inception19 Dec 2024
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0.73
Standard deviation20.37%
Sortino ratio1.28
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Union Active Momentum Reg Gr
Union Active Momentum Reg Gr is an open-ended Sectoral/ Thematic mutual fund scheme offered by Union Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹9.79 per unit and the scheme manages ₹493.45 Cr in assets under management. The fund charges an expense ratio of 2.10% and is benchmarked against Nifty 500 TR INR (100%). Over the trailing 1 year, Union Active Momentum Reg Gr has delivered +14.24% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit relatively superior price momentum – based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. The portfolio of stocks will be selected, weighted and rebalanced using proprietary screens.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Union Active Momentum Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | -0.71% |
| 3 months | +4.26% |
| 6 months | +25.35% |
| 1 year | +14.24% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +8.47% |
| 6 months | +17.67% |
| 1 year | +20.19% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Union Active Momentum Reg Gr — frequently asked questions
What is the NAV of Union Active Momentum Reg Gr?
The latest net asset value (NAV) of Union Active Momentum Reg Gr is ₹9.79 per unit, -3.36% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Union Active Momentum Reg Gr delivered?
Union Active Momentum Reg Gr has returned +14.24% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Union Active Momentum Reg Gr?
Union Active Momentum Reg Gr charges an expense ratio of 2.10% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Union Active Momentum Reg Gr?
SEBI's riskometer classifies Union Active Momentum Reg Gr as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Union Active Momentum Reg Gr?
You can start a SIP in Union Active Momentum Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹1,000.
Who manages Union Active Momentum Reg Gr?
Union Active Momentum Reg Gr is managed by Union Mutual Fund, holds ₹493.45 Cr in assets under management and invests across 41 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Union Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF582M01KC8
- Scheme code
- FS0000J7XK
Frequently asked questions
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