Union Active Momentum Fund - Direct - Growth

Equity Scheme by Union Asset Management Company Private Limited

1Y Returns (CAGR)
15.44%
Expense Ratio
2.51%

as of 01/08/2026

AUM
₹28.53 Cr

Qtr End: Jun 26

NAV
₹10.02

as of 16/10/2026

Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
Period
Returns
CAGR
Volatility
3M3.41%14.33%16.05%
6M12.97%27.61%16.94%
1Y15.44%15.44%19.12%
3YN/AN/AN/A
5YN/AN/AN/A
Scheme Details
Launch Date
28/11/2024
Fund Age
1.9 years
Minimum Investment
₹1,000
Fund House
Union Mutual Fund
Category
Equity Scheme
Sub-category
Sectoral/ Thematic (Equity Scheme)
Similar Funds

Top funds in the same category and sub-category.

Nippon India Taiwan Equity Fund - Direct - Growth
3Y CAGR59.86%
TER0.85%
AUM₹463.45 Cr
Franklin Asian Equity Fund - Direct - Growth
3Y CAGR22.29%
TER1.63%
AUM₹363.72 Cr
Nippon India Japan Equity Fund - Direct - Growth
3Y CAGR23.17%
TER1.29%
AUM₹250.58 Cr
quant BFSI Fund - Direct - Growth
3Y CAGR20.96%
TER1.90%
AUM₹200.21 Cr
Kotak MNC Fund - Direct - Growth
3Y CAGR-
TER0.64%
AUM₹181.22 Cr

Frequently Asked Questions