Union Active Momentum Fund (G) Mutual fund

Union Active Momentum Fund (G)

Q: How to Invest in Union Active Momentum Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Union Active Momentum Fund good?

The Union Active Momentum Fund has an AUM of ₹410.52 Cr as on 1/16/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.00%. The risk is Very High against the category average of 60.18.

Q: Is Union Active Momentum Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Union Active Momentum Fund?

There is no lock-in period applicable on Union Active Momentum Fund.

Q: What is the expense ratio of Union Active Momentum Fund?

The expense ratio of Union Active Momentum Fund is 2.43%.

Equity

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Sectoral

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Fund Details

Current NAV

₹8.91

Expense Ratio

2.43%

Min SIP

₹100

Fund Size

₹411Cr

Min Investment

₹1.00K

Lock In

Scheme Information Document

Exit load: 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.

Fund Performance

Alpha

7.33%

Beta

2.08

Sharpe Ratio

Risk

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Union Active Momentum Fund (G) FAQs

Q1. How to Invest in Union Active Momentum Fund through Rupeezy?

Q2. Is Union Active Momentum Fund good?

Q3. Is Union Active Momentum Fund tax free?

Q4. What is the lock-in period of Union Active Momentum Fund?

Q5. What is the expense ratio of Union Active Momentum Fund?

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