Union Active Momentum Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹8.86
Expense Ratio
2.1%
Min SIP
₹500
Fund Size
₹440Cr
Min Investment
₹1.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 1Y, Nil after 1Y
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.95%
Beta
1.22
Sharpe Ratio
-0.176756
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(4.85)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- ITI Business Cycle Fund
- Quantum ESG Best In Class Strategy Fund
- Invesco India PSU Equity Fund
- Invesco India ESG Integration Strategy Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Commodities Fund
- Tata Business Cycle Fund
- ICICI Prudential Quant Fund
- 360 ONE Quant Fund
- ICICI Prudential Business Cycle Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Edelweiss Recently Listed IPO Fund
- Kotak Pioneer Fund
- Kotak Special Opportunities Fund
- Kotak Rural Opportunities Fund
- Mahindra Manulife Innovation Opportunities Fund
- HDFC Housing Opportunities Fund
- Axis Business Cycles Fund
- Axis Innovation Fund
- HDFC Manufacturing Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant Quantamental Fund
- Bandhan Transportation and Logistics Fund
- SBI Innovative Opportunities Fund
- Franklin India Opportunities Fund
- Nippon India Active Momentum Fund
- Invesco India Manufacturing Fund
- Invesco India Business Cycle Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Manufacturing Fund
- Tata India Innovation Fund
- The Wealth Company Ethical Fund
- ICICI Prudential Transportation and Logistics Fund
- Shriram Multi Sector Rotation Fund
- DSP Business Cycle Fund
- Edelweiss Business Cycle Fund
- Canara Robeco Manufacturing Fund
- Kotak Transportation & Logistics Fund
- Bank of India Business Cycle Fund
- HSBC India Export Opportunities Fund
- LIC MF Manufacturing Fund
- UTI-Transportation and Logistics Fund
- Axis Momentum Fund
- Axis Quant Fund
- HDFC Consumption Fund
- Sundaram Business Cycle Fund
- Bandhan Innovation Fund
- Quant ESG Integration Strategy Fund
- Quant Manufacturing Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Active Momentum Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Union Active Momentum Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Aditya Birla Sun Life Conglomerate Fund
- WhiteOak Capital Special Opportunities Fund
- Sundaram Multi-Factor Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- WhiteOak Capital Quality Equity Fund
- Quant Business Cycle Fund
- Quant Commodities Fund
- Union Business Cycle Fund
- ICICI Prudential PSU Equity Fund
- Mahindra Manulife Manufacturing Fund
- SBI Quality Fund
- Nippon India Innovation Fund
- Union Innovation & Opportunities Fund
- UTI Innovation Fund
- HDFC Innovation Fund
- Aditya Birla Sun Life PSU Equity Fund
- Nippon India Quant Fund
- Aditya Birla Sun Life Business Cycle Fund
- SBI ESG Exclusionary Strategy Fund
- Tata Ethical Fund
- Motilal Oswal Special Opportunities Fund
- Kotak ESG Exclusionary Strategy Fund
- SBI Equity Minimum Variance Fund
- HDFC Business Cycle Fund
- ICICI Prudential Manufacturing Fund
- HDFC Transportation and Logistics Fund
- SBI PSU Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- HSBC Business Cycles Fund
- Kotak Manufacture in India Fund
- Motilal Oswal Active Momentum Fund
- ICICI Prudential Housing Opportunities Fund
Gaurav Chopra
Union Mutual FundTotal assets under management
₹20.14L Crores
Date of incorporation
30 Dec 2009
Union Active Momentum Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Union Active Momentum Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Union Active Momentum Fund has an AUM of ₹440.27 Cr as on 5/14/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.11%. The risk is Very High against the category average of 60.61.
Ans. 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%.
Ans. There is no lock-in period applicable on Union Active Momentum Fund.
Ans. The expense ratio of Union Active Momentum Fund is 2.1%.