August 18, 2025
RA Jainee
Union Active Momentum Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 8.6500
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The Scheme seeks 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.
Fund Manager:
1) Sanjay Bembalkar
Education: Mr. Bembalkar has done B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder.
Experience: Prior to joining Union Mutual Fund, he has worked with Canara Robeco Asset Management Company Ltd, LIC Mutual Fund, Quantum Advisors Pvt. Ltd and Autonomous Research LLP
2) Gaurav Chopra
Education: Mr. Chopra has done B.Com, Chartered Accountant and CFA (Level III cleared)
Experience: Prior to joining Union Mutual Fund, he was associated with Centrum Portfolio Management Services- Centrum Broking Ltd., Barclays Wealth Trustees (India) Pvt. Ltd. and Sharp & Tanan Associates
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 1 year |
Basic Details of Union Active Momentum Fund
| Fund House | Union Mutual Fund |
| Launch Date | 19-Dec-24 |
| Return Since Launch | -13.50% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 466 Cr |
| (As on 31-Jul-2025) | |
| Expense | 1.11% |
| (As on 31-Jul-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Union Active Momentum Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Union Active Momentum Dir | -14.69 | -0.35 | -1.59 | 2.37 | 7.99 | — | — | — | — | — |
| BSE 500 TRI | 2.10 | -0.04 | -2.44 | 1.34 | 10.48 | — | — | — | — | — |
Peer Comparison of Union Active Momentum Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Union Active Momentum Dir | Unrated | — | — | — | 1.11 | 466 | -13.50 | 1.00 (365) | 7M | — |
| ICICI Pru India Opportunities Dir | Unrated | 5.76 | 24.12 | 31.76 | 0.63 | 29,718 | 22.67 | 1.00 (365) | 6Y 7M | 64.00 |
| ICICI Pru Business Cycle Dir | Unrated | 8.86 | 23.01 | — | 0.72 | 13,479 | 22.92 | 1.00 (30) | 4Y 7M | 31.00 |
| HDFC Manufacturing Dir | Unrated | -0.32 | — | — | 0.73 | 11,818 | 6.19 | 1.00 (30) | 1Y 3M | 26.19 |
| Franklin India Opportunities Dir | Unrated | 3.94 | 30.39 | 30.30 | 0.52 | 7,376 | 18.18 | 1.00 (365) | 12Y 7M | 56.93 |
Portfolio Analysis of Union Active Momentum Fund
| No. of Stocks | 36 |
| Top 10 Stocks | 31.26% |
| Top 5 Stocks | 16.83% |
| Top 3 Sectors | 51.50% |
| Portfolio P/B Ratio | 5.62 |
| Portfolio P/E Ratio | 34.63 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 57,200 | 1,32,089 |
| Giant (%) | 17.34 | 41.98 |
| Large (%) | 29.03 | 24.09 |
| Mid (%) | 46.68 | 27.65 |
| Small (%) | 6.96 | 9.93 |
| Tiny (%) | — | 0.79 |
Chanakya’s Mutual Fund Guidance For Union Active Momentum Fund
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