← Union Mutual Fund
Union Active Momentum Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF582M01KG9
NAV · 06-Jul-2026
₹9.7700
1M
+2.63%
6M
+11.04%
1Y (CAGR)
+9.06%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
-1.71%
NAV history
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Risk & SIP analytics
Volatility (3y)
19.99%
Downside dev (3y)
15.55%
Max drawdown (3y)
-26.6%
Calendar-year returns
2025 -13.9%
Fund facts
Fund managerSanjay Bembalkar · Gaurav Chopra
AUM₹4,745 Cr
Expense ratio0.91% · 2026-05-31
TER · AMFI officialDirect 2.50% · Regular 3.87% (2026-06-30)
Launch date28-Nov-2024
Plan typeOpen Ended · Equity
Min lumpsum₹1,000
Min SIP₹500
Lock-inNone
Volatility19.90
AMCUnion Asset Management Company Private Limited
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.
scheme documents ↗