AMC
Union Mutual Fund
Category
Sectoral/ Thematic
ISIN
INF582M01KH7

Union Active Momentum Fund

₹9.8800

−₹0.1400 (−1.40%)

NAV · Direct · IDCW ·

Union Active Momentum Fund's Direct IDCW NAV was ₹9.8800 on 19 Oct 2026, down 1.40% on the day. Its 1-year return is 12.79%.

52-week NAV range5.5% below high
₹7.7100₹10.4600
Expense ratio
2.50%
Fund size
₹517.98 Cr
Min. investment
₹1,000

Between 20 Oct 2025 and 19 Oct 2026, the NAV ranged from ₹7.7100 to ₹10.4600.

Direct · IDCW plan. 3Y, 5Y and since-launch returns are annualised; since launch is absolute until the fund is a year old. Longer ranges appear once the fund has that much history.

Fund details

Expense ratio
2.50% (Direct)
Exit load
1% if redeemed/switched out within 1 year from allotment date, nil thereafter
Riskometer
Very high
Benchmark
Nifty 500 Index (TRI)
Launched
28 Nov 2024
Fund managers
Gaurav Chopra, Sanjay Bembalkar

Fund size, expense ratio and minimums as of 16 Oct 2026.

All plans

PlanISINNAV1 dayExpense ratio1 year
Direct · GrowthINF582M01KG9₹9.8800−1.40%2.50%+12.79%
Regular · GrowthINF582M01KC8₹9.6400−1.43%3.87%+11.19%
Direct · IDCWINF582M01KH7₹9.8800−1.40%2.50%+12.79%
Regular · IDCWINF582M01KD6₹9.6400−1.43%3.87%+11.19%

All plans hold the same portfolio. They differ in expense ratio (Direct plans pay no distributor commission) and in how gains are handled (Growth reinvests, IDCW pays out).

Armor risk check

Union Active Momentum Fund moves about 1.3× as much as the market

Volatility, past year

This fund19%
Nifty 50015%

Worst fall, past year

This fund−13%
Nifty 500−15%

Compared with the Nifty 500 over the past 12 months.

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About this fund

Union Active Momentum Fund is an open-ended mutual fund from Union Mutual Fund, in the Sectoral/ Thematic category. It began on 28 Nov 2024. It is benchmarked to the Nifty 500 Index (TRI). The fund manages ₹517.98 Cr across its plans as of 16 Oct 2026. The Direct · IDCW plan has an expense ratio of 2.50%. The minimum first investment is ₹1,000, and SIPs are available.

FAQs

What is the NAV of Union Active Momentum Fund?

The NAV of Union Active Momentum Fund (Direct · IDCW) was ₹9.8800 on 19 Oct 2026, down 1.40% from the previous NAV.

What plans does Union Active Momentum Fund have?

Union Active Momentum Fund has 4 plans: Direct · Growth; Regular · Growth; Direct · IDCW; Regular · IDCW.

What is the expense ratio of Union Active Momentum Fund?

The Direct · IDCW plan of Union Active Momentum Fund has an expense ratio of 2.50%.

What is the fund size (AUM) of Union Active Momentum Fund?

Union Active Momentum Fund manages ₹517.98 Cr across all plans as of 16 Oct 2026.

What returns has Union Active Momentum Fund delivered?

Union Active Momentum Fund returned +12.79% over 1Y. Past performance does not guarantee future returns.

What is the exit load of Union Active Momentum Fund?

Union Active Momentum Fund: 1% if redeemed/switched out within 1 year from allotment date, nil thereafter.

What is the minimum investment and SIP amount for Union Active Momentum Fund?

The minimum first investment in Union Active Momentum Fund is ₹1,000, and ₹1,000 after that. SIPs are available (SIP available in Daily, Weekly, Fortnightly and Monthly frequencies. Min Rs. 100 for daily, Rs. 500 for other frequencies. Minimum 6 instalments required.).

How risky is Union Active Momentum Fund?

Union Active Momentum Fund is rated "very high risk" on SEBI's riskometer.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

Full disclaimer

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