Union Active Momentum Fund
Current NAV
₹9.84
1Y Return
+10.3%
3Y Return
--
5Y Return
--
AUM
₹479 Cr
Expense Ratio (Direct)
--
Category
Sectoral/Thematic
Top Holdings
Top 20 of 33 stocks held by this fund as of May 2026 (Source: AMC monthly disclosure)
MTAR Technologies Limited
Electrical Equipment
Bliss GVS Pharma Ltd.
Pharmaceuticals & Biotechnology
GE Power India Ltd.
Electrical Equipment
Adani Energy Solutions Limited
Power
Laurus Labs Limited
Pharmaceuticals & Biotechnology
Bajaj Consumer Care Ltd.
Personal Products
STEEL AUTHORITY INDIA LTD
Ferrous Metals
TD Power Systems Limited
Electrical Equipment
GE Vernova T and D India Ltd
Electrical Equipment
Adani Power Limited
Power
Hitachi Energy India Limited
Electrical Equipment
NAVIN FLUORINE INTERNATIONAL L
Chemicals & Petrochemicals
Nippon Life India Asset Management Limited
Capital Markets
BSE Limited
Capital Markets
Sansera Engineering Limited
Auto Components
Hindalco Industries Limited
Non - Ferrous Metals
Sai Life Sciences Limited
Pharmaceuticals & Biotechnology
MULTI COMMODITY EXCHANGE OF IND LTD
Capital Markets
Data Patterns (India) Limited
Aerospace & Defense
Sterlite Technologies Limited
Telecom - Equipment & Accessories
📋 All returns shown are for Direct-Growth plan. Data from AMC monthly portfolio disclosure.
SIP in Union Active Momentum Fund
If you had invested ₹10,000/month via SIP:
1 Year SIP
₹126,180
Invested: ₹1,20,000
3 Year SIP
₹403,200
Invested: ₹3,60,000
5 Year SIP
₹744,000
Invested: ₹6,00,000
Invest in Union Active Momentum Fund
Start SIP from ₹500/month on these platforms
Portfolio Overlap
Funds that share the most stock holdings with Union Active Momentum Fund.
More Sectoral/Thematic Funds
About Sectoral/Thematic Funds
Sectoral/Thematic mutual funds are a category defined by SEBI (Securities and Exchange Board of India) under their mutual fund categorization framework. These funds invest primarily in equities that match the sectoral/thematic profile, with specific allocation mandates that fund managers must follow. The category determines the fund's risk-return characteristics and its suitability for different investor profiles.
When evaluating a Sectoral/Thematic fund like Union Active Momentum Fund, key metrics to consider include: 3-year and 5-year CAGR (rolling returns are more reliable than point-to-point), expense ratio (Direct plans have lower costs), portfolio turnover, standard deviation (volatility measure), Sharpe ratio (risk-adjusted returns), and alpha generation over benchmark. A fund that consistently beats its benchmark index over multiple market cycles is a strong candidate.
For long-term wealth creation, Sectoral/Thematic funds work best with a systematic investment plan (SIP) over 5+ years. SIP helps average out market volatility through rupee cost averaging. Lump sum investments are better timed during market corrections. Always ensure your mutual fund portfolio is diversified across 3-4 categories rather than concentrating in a single fund type. Consult a SEBI-registered investment advisor for personalized advice based on your financial goals and risk appetite.
Frequently Asked Questions
Is Union Active Momentum Fund good for SIP?
Union Active Momentum Fund is a Sectoral/Thematic fund with very-high risk. For SIP investors, consistency of returns matters more than absolute returns. Check the fund's rolling returns and standard deviation before committing to a SIP. Sectoral/Thematic funds are generally suitable for SIP with a minimum 5-year investment horizon for optimal results.
What is the risk level of this fund?
Union Active Momentum Fund is categorized as very-high risk as per SEBI's riskometer methodology. This assessment considers market cap allocation, sector concentration, and historical portfolio volatility. Higher risk funds may deliver better long-term returns but expect 20-40% drawdowns during market corrections.
How to invest in this fund?
You can invest in Union Active Momentum Fund (Direct-Growth plan) through platforms like Groww, Zerodha Coin, Kuvera, or directly from the AMC website. Minimum SIP amount starts at ₹500/month on most platforms. Complete KYC (PAN + Aadhaar verification) is mandatory before your first investment.
What are the tax implications?
For equity mutual funds in India: Short-term capital gains (units held less than 1 year) are taxed at 20%. Long-term capital gains (held more than 1 year) above ₹1.25 lakh in a financial year are taxed at 12.5%. ELSS funds have a mandatory 3-year lock-in period. Dividend income from mutual funds is added to your income and taxed at your applicable slab rate.