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- Union Active Momentum Fund Regular-IDCW
Fund Overview of Union Active Momentum Fund Regular-IDCW
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₹542.5 CrAUM
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₹9.81NAV
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3.89%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Union Active Momentum Fund Regular-IDCW Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.62% | NA | NA |
| 6 Months | 11.99% | NA | NA |
| 1 Year | 13.94% | 13.94% | NA |
Asset Allocation of Union Active Momentum Fund Regular-IDCW
equities
92.73%debt instruments
0.10%other assets or cash equivalents
7.17%Launched on 19 Dec 2024, the fund aims Capital appreciation over long term. An actively managed thematic equity scheme that invests in stocks exhibiting momentum characteristics. It manages assets worth ₹542.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 3.89%. Fund Manager Manager Education Fund Manager Manager EducationAbout Union Active Momentum Fund Regular-IDCW
The portfolio allocation consists of 92.73% in equities, 0.10% in debt instruments, 7.17% in other assets or cash equivalents.Managed by Gaurav Chopra, it has delivered a return of 13.94% in the last year, a total return since inception of -1.02%.
Investors often consider the best sip to invest so they can strengthen long-term financial stability.
Union Active Momentum Fund Regular-IDCW Fund Details
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Compare Union Active Momentum Fund Regular-IDCW with other mutual funds in the same category
Union Active Momentum Fund Regular-IDCW
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth
Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Union Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
Union Active Momentum Fund Regular-Growth
|
₹543 | -0.71% | 0.62% | 11.99% | 13.94% | - |
|
Union Active Momentum Fund Direct-Growth
|
₹543 | -0.59% | 0.90% | 12.65% | 15.50% | - |
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Union Active Momentum Fund Direct-IDCW
|
₹543 | -0.59% | 0.90% | 12.65% | 15.50% | - |
growth is based on 1-month returns of the fundsUnion Active Momentum Fund Regular-IDCW Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹7,962 | ₹20.18 | 9.42% | 7.57% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹7,962 | ₹20.75 | 9.94% | 8.09% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹3,114 | ₹22.00 | 10.70% | 9.31% | - |
Union Active Momentum Fund Regular-IDCW Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 9.89% | ₹53.68 Cr |
| Repo | Unspecified | 9.89% | ₹53.68 Cr |
| Repo | Unspecified | 9.89% | ₹53.68 Cr |
| Repo | Unspecified | 9.70% | ₹42.69 Cr |
| Repo | Unspecified | 7.52% | ₹40.28 Cr |
| Repo | Unspecified | 7.52% | ₹40.28 Cr |
| Repo | Unspecified | 7.52% | ₹40.28 Cr |
| Repo | Unspecified | 7.52% | ₹40.28 Cr |
| Repo | Unspecified | 6.37% | ₹27.77 Cr |
| Repo | Unspecified | 7.10% | ₹27.64 Cr |
| Repo | Unspecified | 5.39% | ₹27.12 Cr |
| Repo | Unspecified | 5.39% | ₹27.12 Cr |
| Repo | Unspecified | 5.39% | ₹27.12 Cr |
| Repo | Unspecified | 5.39% | ₹27.12 Cr |
| Repo | Unspecified | 5.35% | ₹24.92 Cr |
| Welspun Corp Ltd | Materials | 4.11% | ₹22.28 Cr |
| Welspun Corp Ltd | Materials | 4.11% | ₹22.28 Cr |
| Welspun Corp Ltd | Materials | 4.11% | ₹22.28 Cr |
| Mtar Technologies Ltd | Industrials | 4.93% | ₹21.70 Cr |
| Repo | Unspecified | 4.38% | ₹20.79 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹22.00 | 10.70% | 9.31% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth |
₹27.08 | 9.87% | 9.07% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth |
₹18.36 | 10.50% | 9.06% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW |
₹18.36 | 10.50% | 9.06% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth |
₹14.94 | 10.14% | 8.80% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW |
₹14.73 | 10.14% | 8.80% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth |
₹17.91 | 10.10% | 8.59% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW |
₹17.91 | 10.10% | 8.59% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Union Active Momentum Fund Regular-IDCW
What is the current AUM of Union Active Momentum Fund Regular-IDCW?
As of Wed Sep 30, 2026, Union Active Momentum Fund Regular-IDCW manages assets worth ₹542.5 crore
How has Union Active Momentum Fund Regular-IDCW performed recently?
- 3 Months: 0.62%
- 6 Months: 11.99%
What is the portfolio composition of Union Active Momentum Fund Regular-IDCW?
Equity: 92.73%, Debt: 0.10%, Others: 7.17%.
Who manages Union Active Momentum Fund Regular-IDCW?
Union Active Momentum Fund Regular-IDCW is managed by Gaurav Chopra from Union Mutual Fund.
What is the market-cap allocation of Union Active Momentum Fund Regular-IDCW?
Large Cap: 7.98%, Mid Cap: 21.63%, Small Cap: 70.39%.
Which are the top companies Union Active Momentum Fund Regular-IDCW has invested in?
- Repo – 9.89% of the fund's portfolio
- Repo – 9.89% of the fund's portfolio
- Repo – 9.89% of the fund's portfolio
- Repo – 9.70% of the fund's portfolio
- Repo – 7.52% of the fund's portfolio
Which are the major sectors Union Active Momentum Fund Regular-IDCW focuses on?
- Unspecified – 114.21% of the fund's portfolio
- Materials – 12.33% of the fund's portfolio
- Industrials – 4.93% of the fund's portfolio
