Union Active Momentum Fund - Direct - Growth
A Equity Scheme by Union Asset Management Company Private Limited
1Y Returns (CAGR)
10.77%
Expense Ratio
0.97%
as of 01/02/2026
AUM
₹35.56 Cr
Qtr End: Dec 25
NAV
₹8.67
as of 02/03/2026
1Y Returns (CAGR)
10.77%
Expense Ratio
0.97%
as of 01/02/2026
AUM
₹35.56 Cr
Qtr End: Dec 25
NAV
₹8.67
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹8.7k
Abs. Returns-13.5%
CAGR-11.5%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.16% | 4.71% | 16.06% |
| 6M | 0.58% | 1.15% | 13.94% |
| 1Y | 10.77% | 10.77% | 15.17% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 28/11/2024
- Fund Age
- 1.2 years
- Minimum Investment
- ₹1,000
- Fund House
- Union Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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|---|---|---|---|
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