Union Active Momentum Fund · Regular · Growth
NAV
₹9.9700
as of 30 Sept 2026
Expense Ratio
3.99%
AUM
₹456 Cr
Lumpsum returns (CAGR)
- 1Y
- +19.26%
- 3Y
- —
- 5Y
- —
- Since Inception
- -0.17%
SIP returns (XIRR)
- 1Y
- +24.05%
- 3Y
- —
- 5Y
- —
- Since Inception
- +14.49%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.76
Sharpe Ratio
+0.14
Alpha
0.23
Beta
0.74
Sortino
16.90%
Std Dev
-15.68%
Max Drawdown
Performance Comparison
Thinking about Union Active Momentum Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
What this fund does
Union Active Momentum Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Union Active Momentum Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Union Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹456 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 3.99%.