Union Active Momentum Fund - Direct (G) logo

Union Active Momentum Fund Direct Growth

NAV ₹8.81 as on 17 Nov 2025

RiskVery High

Fund Size₹467.09Cr

NAV₹8.81 as on 17 Nov 2025
RiskVery High
Fund Size₹467.09Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

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.

Basic Details

Age

0 years 11 months (Since Dec 19, 2024)

Return since Launch

-11.90%

Expense ratio

1.02%

Type

OPEN

AUM (Fund Size)

₹467.09

Risk Grade

Very High

Benchmark

Nifty 500 TRI

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Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Sanjay Bembalkar

Experience:

Total experience - 12 years Details: Research Analyst - Equity - Canara Robeco Asset Management Company Ltd. (December 2017 to September 2019) Research Analyst - Equity - LIC Mutual Fund Asset Management Ltd.(August 2015 to December 2017) Assistant Vice President - Quantum Advisors Pvt. Ltd (April 2010 to August 2015) Intern Analyst - Autonomous Research LLP (August 2009 to January 2010)

Asset Allocation
Scheme Holding Summary
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#28 in India
Total AUM₹23,798.76Cr
Date of Incorporation30 Dec 2009
Union Active Momentum Fund Direct Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 19 Dec 2024. The fund currently has an Asset Under Management(AUM) of ₹23,798.76 Cr and the Latest NAV as of 17 Nov 2025 is ₹8.81.
The Union Active Momentum Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹1,000. Exit load of 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..
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Returns and Rankings

Category: Equity Sectoral / Thematic

1Y3Y5YAll
Fund returns----
Category average8.02%6.14%3.98%-
Rank within category000-

FAQ’s

What kind of returns does Union Active Momentum Fund Direct Growth provide?

Union Active Momentum Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by Union Active Momentum Fund Direct Growth?

The Expense Ratio charged by Union Active Momentum Fund Direct Growth is 1.02%.

What is the AUM size of Union Active Momentum Fund Direct Growth?

The AUM size of Union Active Momentum Fund Direct Growth is ₹467.09Cr.

What is the minimum SIP amount that you can invest in Union Active Momentum Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in Union Active Momentum Fund Direct Growth .

What are the top stock holdings of Union Active Momentum Fund Direct Growth?

The top stock holdings of Union Active Momentum Fund Direct Growth include and Indian Bank.

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*By clicking, I agree to the T&C and Whatsapp updates.