
Union Active Momentum Fund(G)-Direct Plan
+15.82%
1Y annualised
+15.82%
1Y annualised
-3.28% 1D
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Buy, Hold or Sell?
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NAV : 15 Sep 2026
₹10.03
Min. SIP amount
₹500
Fund size (AUM)
535 Cr
Expense ratio
1.02%
Launched on
19 Dec 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 15 Sep 2026
₹10.03
Min. SIP amount
₹500
Fund size (AUM)
535 Cr
Expense ratio
1.02%
Launched on
19 Dec 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
7.84%
Mid Cap
15.99%
Small Cap
68.90%
Others
7.28%
Sector Allocation
Healthcare
15.71%
Automobile & Ancillaries
11.22%
Electricals
8.80%
Domestic Equities
8.15%
Cash & Cash Equivalents And Net Assets
7.18%
Chemicals
6.88%
Finance
5.47%
Bank
5.04%
Others
31.46%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Gaurav Chopra
Present
Sanjay Bembalkar
Present
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FAQs
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