Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Uncategorised

Union Active Momentum Fund - Direct Plan - Growth Option

Union Mutual Fund · Managed by Sanjay Bembalkar; Gaurav Chopra

FundScore
Latest NAV
₹10.1800
as of 18 Aug 2026
AUM
Expense ratio
0.91%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
36/100slipping
Rank #641 of 1015 · top 64%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
6.04%
3M
13.87%
6M
16.88%
1Y
16.74%
3Y CAGR
5Y CAGR
Since incep.
0.96%
Fund details
Fund manager
Sanjay Bembalkar; Gaurav Chopra
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
361%
Volatility (3Y)
19.6%
Rating (external)
Investment objective

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.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Pro
Market-cap distribution
Large / mid / small / micro-cap split of this fund's equity holdings, from its latest look-through portfolio. Shown as a share of classified equity.
Large cap7.5%
Mid cap18.6%
Small cap73.9%
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 31 Jul 2026.
Torrent Pharmaceuticals Ltd.
equity
4.80%
Laurus Labs Ltd.
equity
3.00%
R R Kabel Ltd.
equity
2.88%
Craftsman Automation Ltd.
equity
2.66%
Avalon Technologies Ltd.
equity
2.64%
Rashi Peripherals Ltd.
equity
2.62%
Apar Industries Ltd.
equity
2.61%
Ather Energy Ltd.
equity
2.61%
Astra Microwave Products Ltd.
equity
2.61%
Sansera Engineering Ltd.
equity
2.58%
Sai Life Sciences Ltd.
equity
2.56%
Bharat Forge Ltd.
equity
2.55%
Nippon Life India Asset Management Ltd.
equity
2.54%
Aeroflex Industries Ltd.
equity
2.51%
Belrise Industries Ltd.
equity
2.49%
Data Patterns (India) Ltd.
equity
2.47%
Aurobindo Pharma Ltd.
equity
2.47%
Apollo Hospitals Enterprise Ltd.
equity
2.45%
Navin Fluorine International Ltd.
equity
2.43%
Syrma SGS Technology Ltd.
equity
2.43%
AnandRathi Wealth Ltd.
equity
2.42%
Welspun Corp Ltd.
equity
2.40%
Kirloskar Oil Engines Ltd.
equity
2.36%
Lupin Ltd.
equity
2.36%
Bank of Maharashtra
equity
2.35%
Aster DM Quality Care Ltd.
equity
2.35%
Acutaas Chemicals Ltd.
equity
2.31%
Granules India Ltd.
equity
2.27%
Acme Solar Holdings Ltd.
equity
2.26%
Inox India Ltd.
equity
2.24%