October 17, 2026
mayank
Union Active Momentum Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.03 |
| NAV IDCW (Rs.) | — |
| Bonus NaV (Rs.) | — |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 543 Cr |
| (As on 30-Sep-2026) | |
| Expense | 0.91% |
| 1 Year Return (%) | 14.89 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 0.16% |
Suitable For Which Investors?
Factor-based funds are suitable for investors:
1. Seeking exposure to stocks selected based on one or more factors (Quality, Momentum, Alpha, Low Volatility)
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
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 | 0.16% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 543 Cr |
| (As on 30-Sep-2026) | |
| Expense | 0.91% |
| (As on 30-Sep-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 361.00% |
Union Active Momentum Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Union Active Momentum Dir | 14.89 | -2.15 | 0.00 | 2.35 | 15.42 | 14.89 | — | — | — | — |
| BSE 500 TRI | -6.52 | 0.74 | -1.21 | -4.27 | -1.24 | -4.45 | — | — | — | — |
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 | 14.89 | — | — | 0.91 | 543 | 0.16 | 1.00 (365) | 1Y 9M | 361.00 |
| SBI Quality Dir | Unrated | — | — | — | 0.76 | 2,578 | 4.43 | 1.00 (180) | 7M | 59.00 |
| ICICI Pru Active Momentum Dir | Unrated | 3.70 | — | — | 0.82 | 2,097 | 5.28 | 1.00 (30) | 1Y 2M | 240.00 |
| ICICI Pru Quality Dir | Unrated | 1.84 | — | — | 0.81 | 2,002 | 3.55 | 1.00 (30) | 1Y 4M | 161.00 |
| Kotak Active Momentum Dir | Unrated | 3.04 | — | — | 0.70 | 1,590 | 4.57 | 0.50 (90) | 1Y 1M | 262.19 |
Union Active Momentum Fund Portfolio Analysis
| No. of Stocks | 35 |
| Top 10 Stocks | 30.36% |
| Top 5 Stocks | 16.48% |
| Top 3 Sectors | 54.66% |
| Portfolio P/B Ratio | 6.05 |
| Portfolio P/E Ratio | 38.02 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 33,383 | 1,38,700 |
| Large (%) | 7.98 | 56.01 |
| Mid (%) | 21.63 | 31.92 |
| Small (%) | 70.39 | 25.97 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.unionmf.com/investorlogin/
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