← Union Mutual Fund
Union Active Momentum Fund - Regular Plan - Growth Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF582M01KC8
NAV · 06-Jul-2026
₹9.5700
1M
+2.47%
6M
+10.28%
1Y (CAGR)
+7.43%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
-3.10%
NAV history
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Risk & SIP analytics
Volatility (3y)
19.99%
Downside dev (3y)
15.53%
Max drawdown (3y)
-26.8%
Calendar-year returns
2025 -15.0%
Fund facts
Fund managerSanjay Bembalkar · Gaurav Chopra
AUM₹4,745 Cr
TER · AMFI officialDirect 2.50% · Regular 3.87% (2026-06-30)
Launch date28-Nov-2024
Plan typeOpen Ended · Equity
Min lumpsumRs 1000 and multiple of Rs 1 thereafter
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 ↗