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    Scheme Snapshot

    • Search Scheme 
      Union Active Momentum Fund
      Fund Union Mutual Fund
      Category Equity - Large Cap
      Type Open Ended
      NAV(14/05/2026) 8.9000
      Percentage Returns
      1 Month Ago 5.83%
      3 Months Ago 4.71%
      1 Year Ago 5.95%
    Snapshot
    Inception Date 11/28/2024 Fund Manager Mr. Gaurav Chopra
    Initial Price 10.00 Min. Invest. Rs.1000
    Objectives The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit relatively superior price momentum - based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. The portfolio of stocks will be selected, weighted and rebalanced using proprietary screens. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
    Entry Load Nil
    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.
    Trailing Returns
      1 Mth 3 Mths 1 Yr 3 Yrs
    Scheme5.834.715.950
    Category3.890.545.4821.26
    Sensex-1.89-8.75-7.296.72
    Nifty-0.64-6.99-3.968.96
    NAV Chart
    Other Options
    Options NAV
    Growth8.9000 (14/05/2026)
    IDCW8.9000 (14/05/2026)
    Asset Allocation
    Holding DateValue (Rs. Cr.)
    30/04/2026440.27
    31/03/2026389.60
    28/02/2026445.02
    31/01/2026436.13
    31/12/2025457.35
    Mutual Fund
    Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East),, Mumbai, Maharashtra, India - 400059
    Email : investorcare@unionmf.com
    Web : https://www.unionmf.com
    Registrar
    Computer Age Management Services (P) Ltd.

    Way2Wealth Brokers Private Limited - CIN U67120KA2000PTC027628 Stock Broking: SEBI Regn No.: INZ000178638 | Exchange Membership ID: NSE: 11502, BSE: 3117, MSEI:51000, MCX: 56730 Depository Participant: SEBI Regn No. IN-DP-472-2020 | CDSL ID: 12062900 & 12031500, NSDL ID: IN303077 | Research Analyst: SEBI Regn No. INH200008705 | PMS: SEBI Regn No.INP000000829 | Register with AMFI ARN: 77558 (Date of Initial registration - 8th Dec 2009, Date of expiry - 24th Jan 2027) | PFRDA: POP226012019

    Way2Wealth Commodities Private Limited - CIN U51229KA2006PTC039880 Stock Broking: SEBI Regn No.: INZ000049130 | Exchange Membership ID: NCDEX : 00908

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