Union Active Momentum Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 27-04-2026
NAV ₹8.71(R) +1.28% ₹8.87(D) +1.26%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.44% -% -% -% -%
Direct 5.85% -% -% -% -%
Nifty 500 TRI 4.25% 15.93% 14.19% 14.2% 14.32%
SIP (XIRR) Regular 5.56% -% -% -% -%
Direct 6.96% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM
Top Sectoral/ Thematic
Fund Name Rank Rating
Aditya Birla Sun Life Special Opportunities Fund 1
Icici Prudential India Opportunities Fund 2
SBI Comma Fund 3
ICICI Prudential Business Cycle Fund 4
Icici Prudential Commodities Fund 5

NAV Date: 27-04-2026

Scheme Name NAV Rupee Change Percent Change
Union Active Momentum Fund - Regular Plan - Growth Option 8.71
0.1100
1.2800%
Union Active Momentum Fund - Regular Plan - IDCW Option 8.71
0.1100
1.2800%
Union Active Momentum Fund - Direct Plan - Growth Option 8.87
0.1100
1.2600%
Union Active Momentum Fund - Direct Plan - IDCW Option 8.87
0.1100
1.2600%

Review Date: 27-04-2026

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 10.96 8.59
9.58
4.50 | 21.71 12 | 50 Very Good
3M Return % 4.06 0.13
2.43
-4.86 | 19.15 13 | 50 Very Good
6M Return % 0.81 -4.06
-1.82
-8.67 | 9.10 12 | 49 Very Good
1Y Return % 4.44 4.25
6.88
-6.71 | 28.14 20 | 39 Good
1Y SIP Return % 5.56
4.32
-9.36 | 24.94 11 | 38 Good
Return data last Updated On : April 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 11.01 8.59 9.63 4.63 | 21.86 12 | 51 Very Good
3M Return % 4.35 0.13 2.63 -4.55 | 19.58 13 | 51 Very Good
6M Return % 1.49 -4.06 -1.32 -7.91 | 9.65 10 | 50 Very Good
1Y Return % 5.85 4.25 8.07 -5.41 | 29.50 20 | 40 Good
1Y SIP Return % 6.96 5.48 -7.82 | 26.17 11 | 38 Good
Return data last Updated On : April 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Union Active Momentum Fund NAV Regular Growth Union Active Momentum Fund NAV Direct Growth
27-04-2026 8.71 8.87
24-04-2026 8.6 8.76
23-04-2026 8.7 8.86
22-04-2026 8.78 8.95
21-04-2026 8.75 8.91
20-04-2026 8.71 8.87
17-04-2026 8.72 8.88
16-04-2026 8.62 8.77
15-04-2026 8.54 8.69
13-04-2026 8.41 8.56
10-04-2026 8.46 8.61
09-04-2026 8.27 8.42
08-04-2026 8.3 8.45
07-04-2026 7.96 8.1
06-04-2026 7.94 8.08
02-04-2026 7.8 7.94
01-04-2026 7.87 8.01
30-03-2026 7.71 7.85
27-03-2026 7.85 7.99

Fund Launch Date: 19/Dec/2024
Fund Category: Sectoral/ Thematic
Investment Objective: To generate long-term capital appreciation by investing in stocks showing strong momentum, selected and rebalanced using proprietary screens.
Fund Description: An open-ended equity scheme investing in stocks showing strong momentum using proprietary screens for stock selection, weighting and rebalancing.
Fund Benchmark: NIFTY 500 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.