NAV on (11 May 2026 )
₹9.03 ▼
(-1.10%)
Fund Size
₹389.6 Crores
1Y Returns
10.53 %
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.
Union Asset Management Company Pvt. Ltd.
Launch Date
November 28, 2024
Fund Manager
Mr. Gaurav Chopra
Initial Price
10
AUM Fund
389.6 Cr
Min investment
Rs 1000
Expense Ratio
0.99%
Daily - Rs. 100 and in multiples of Re. 1 thereafter. Minimum period of 6 installments.Weekly - Rs. 500 and in multiples of Re. 1 thereafter. Minimum period of 6 installments.Fortnightly - Rs. 500 and in multiples of Re. 1 thereafter. Minimum period of 6 installments.Monthly - Rs. 500 and in multiples of Re. 1 thereafter. Minimum period of 6 installments.
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.
1 Month
+4.88%
6 Months
+4.03%
1 Year
+10.53%
2 Years (CAGR)
NA
3 Years (CAGR)
NA
5 Years (CAGR)
NA
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 44.66% | 108.48% | ₹3935.83 | |
| 43.90% | 105.13% | ₹3935.83 | |
| 32.16% | 0.00% | ₹7304.61 | |
| 32.16% | 0.00% | ₹7304.61 | |
| 31.44% | 0.00% | ₹330.45 |
Q: What is the current NAV of Union Active Momentum Fund - Direct Plan - IDCW?
A: The latest NAV of Union Active Momentum Fund - Direct Plan - IDCW is ₹ 9.03 as on 11 May 2026.
Q: What type of mutual fund is Union Active Momentum Fund - Direct Plan - IDCW?
A: Union Active Momentum Fund - Direct Plan - IDCW is a 'Equity - Large Cap' type mutual fund managed by 'Union Asset Management Company Pvt. Ltd.'.
Q: What is the expense ratio of Union Active Momentum Fund - Direct Plan - IDCW?
A: The expense ratio of Union Active Momentum Fund - Direct Plan - IDCW is 0.99%, which impacts overall returns.
Q: Who manages Union Active Momentum Fund - Direct Plan - IDCW?
A: Union Active Momentum Fund - Direct Plan - IDCW is managed by Mr. Gaurav Chopra, who oversees investment strategy and portfolio decisions.
Q: Is Union Active Momentum Fund - Direct Plan - IDCW a good investment?
A: Union Active Momentum Fund - Direct Plan - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of Union Active Momentum Fund - Direct Plan - IDCW?
A: The exit load of Union Active Momentum Fund - Direct Plan - IDCW is 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., applicable if redeemed within the specified period.
Q: How is Union Active Momentum Fund - Direct Plan - IDCW taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
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