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

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Union Active Momentum Fund - Regular Plan - Growth Option

Union Mutual Fund · Managed by Sanjay Bembalkar; Gaurav Chopra

FundScore
Latest NAV
₹9.8400
as of 07 Aug 2026
AUM
Expense ratio
Inception
14 May 2026
FundScore
8/100weak
Rank #924 of 1007 · top 92%

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
4.79%
3M
9.82%
6M
16.04%
1Y
15.22%
3Y CAGR
5Y CAGR
Since incep.
-1.11%
Fund details
Fund manager
Sanjay Bembalkar; Gaurav Chopra
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
361%
Volatility (3Y)
19.7%
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 cap12.0%
Mid cap27.8%
Small cap60.3%
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 30 Jun 2026.
Kirloskar Oil Engines Ltd.
equity
3.06%
Bliss GVS Pharma Ltd.
equity
2.89%
Syrma SGS Technology Ltd.
equity
2.88%
MTAR technologies Ltd.
equity
2.82%
Apar Industries Ltd.
equity
2.81%
Laurus Labs Ltd.
equity
2.74%
Aeroflex Industries Ltd.
equity
2.67%
Bank of Maharashtra
equity
2.66%
Ather Energy Ltd.
equity
2.65%
Bajaj Consumer Care Ltd.
equity
2.65%
Sai Life Sciences Ltd.
equity
2.62%
Bharat Forge Ltd.
equity
2.60%
Sansera Engineering Ltd.
equity
2.60%
Granules India Ltd.
equity
2.58%
Acutaas Chemicals Ltd.
equity
2.58%
R R Kabel Ltd.
equity
2.55%
Navin Fluorine International Ltd.
equity
2.54%
Craftsman Automation Ltd.
equity
2.50%
Nippon Life India Asset Management Ltd.
equity
2.49%
RBL Bank Ltd.
equity
2.49%
Adani Energy Solutions Ltd.
equity
2.44%
Torrent Pharmaceuticals Ltd.
equity
2.42%
TD Power Systems Ltd.
equity
2.40%
NLC India Ltd.
equity
2.39%
Belrise Industries Ltd.
equity
2.38%
Cummins India Ltd.
equity
2.32%
GE Vernova T&D India Ltd.
equity
2.30%
JB Chemicals & Pharmaceuticals Ltd.
equity
2.21%
Adani Power Ltd.
equity
2.20%
BSE Ltd.
equity
2.19%