Union Active Momentum Fund - Regular Plan - Growth Option
Fund House: Union Mutual Fund
Category: Equity: Thematic-Others
Status: Open Ended Schemes
Launch Date: 19-12-2024
Minimum Investment: 0.0
Asset Class:
Minimum Topup: 0.0
Benchmark: NIFTY 500 TRI
Total Assets: 404.0 As on (31-03-2025)
Expense Ratio: 2.49% As on (31-03-2025)
Turn over: 81.00% | Exit Load:
NAV as on 25-04-2025
8.26
-0.16
CAGR Since Inception
-17.56%
NIFTY 500 TRI 12.45%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Union Active Momentum Fund - Regular Plan - Growth Option | - | - | - | - | -17.56 |
| NIFTY 500 TRI | 8.03 | 15.29 | 25.48 | 13.76 | 12.45 |
| Equity: Thematic-Others | 4.61 | 16.68 | 27.39 | 13.25 | 8.35 |
Funds Manager
Sanjay Bembalkar,Gaurav Chopra
RETURNS CALCULATORS for Union Active Momentum Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Union Active Momentum Fund - Regular Plan - Growth Option
Portfolio Holdings
Show All Holdings
Sector Allocation
Show All Sectors
PEER COMPARISION of Union Active Momentum Fund - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Union Active Momentum Fund Reg Gr | 19-12-2024 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 16.56 | 25.72 | 17.49 | 28.51 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 13.86 | 28.11 | 19.85 | 28.12 | 13.96 |
| ICICI Prudential Innovation Fund Gr | 05-04-2023 | 13.54 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 12.45 | 30.75 | 23.17 | 34.56 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 11.07 | 22.99 | 0.0 | 0.0 | 0.0 |
| Kotak Pioneer Fund Reg Gr | 31-10-2019 | 10.98 | 27.02 | 17.48 | 27.98 | 0.0 |
| Franklin India Opportunities Gr | 05-02-2000 | 9.89 | 38.97 | 29.28 | 32.61 | 15.46 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 9.88 | 29.04 | 20.78 | 0.0 | 0.0 |
| Union Innovation & Opportunities Fund Reg Gr | 06-09-2023 | 9.71 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Union Active Momentum Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Union Active Momentum Fund - Regular Plan - Growth Option | - | - | - | - | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |