What is the current price / NAV of Union Active Momentum Fund?
The current NAV of Union Active Momentum Fund is ₹8.30, as of 25th April 2025.What are the top 5 sectoral holdings of Union Active Momentum Fund?
The top sectors Union Active Momentum Fund has invested in are as follows:- Specialized Finance | 10.68%
- Miscellaneous | 9.82%
- Pharmaceuticals | 9.36%
- Labs & Life Sciences Services | 8.28%
- Home Electronics & Appliances | 8.11%
What are the top 5 holdings of Union Active Momentum Fund?
The top 5 holdings for Union Active Momentum Fund are as follows:- TREPS | 9.82%
- BSE Ltd | 2.44%
- Fortis Healthcare Ltd | 2.25%
- Amber Enterprises India Ltd | 2.23%
- Firstsource Solutions Ltd | 2.15%
What is the asset allocation of Union Active Momentum Fund?
The asset allocation for Union Active Momentum Fund is as follows:- Equity | 90.00%
- Cash & Equivalents | 9.93%
- Treasury Bills | 0.07%
What is the AUM of Union Active Momentum Fund?
The AUM (i.e. assets under management) of Union Active Momentum Fund is ₹403.72 Cr as of 25th April 2025.What is the expense ratio of Union Active Momentum Fund?
The expense ratio of Union Active Momentum Fund Plan is 1.25 as of 25th April 2025.What is the alpha ratio of Union Active Momentum Fund?
The alpha ratio for the Union Active Momentum Fund is -9.41
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Union Active Momentum Fund?
The volatility or standard deviation for the Union Active Momentum Fund is 27.43
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Union Active Momentum Fund?
The Sharpe ratio for the Union Active Momentum Fund is -2.05
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Union Active Momentum Fund?
The Sortino Ratio for the Union Active Momentum Fund is -0.18
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of Union Active Momentum Fund?
The PE ratio of Union Active Momentum Fund is 58.55, while category PE ratio is 46.37.
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Union Active Momentum Fund Direct Growth
Growth
EquityThematic Fund
Small-size FundAssets Under Mgmt: ₹ 403 Cr
Very High RiskPrinciple investment will be at very high risk
8.301.89% (-0.16)
Union Active Momentum Fund NAV Price Chart
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EquityThematic Fund
Small-size FundAssets Under Mgmt: ₹ 403 Cr
Very High RiskPrinciple investment will be at very high risk
Union Active Momentum Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.25 | 58.55 | -2.05 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.46 | 46.37 | -0.09 |
Union Active Momentum Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Union Active Momentum Fund Peers & Comparison
Comparing 3 mutual funds from
EquityThematic Fund
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Union Active Momentum Fund | — | — | — |
| ICICI Pru India Opp Fund | 13.57% | 24.55% | 23.12% |
| HDFC Manufacturing Fund | — | — | — |
| SBI Innovative Opportunities Fund | — | — | — |
Union Active Momentum Fund Returns Comparison
Compare Union Active Momentum Fund with any MF, ETF, stock or indexCompare Union Active Momentum Fund with any MF, ETF, stock or index
Union Active Momentum Fund
Hmm, looks like data is unavailable here. Please come back after some timeUnion Active Momentum Fund Asset Allocation
Actual
Target
Dec 2024
Mar 2025
Dec 2024
Mar 2025
Union Active Momentum Fund Sector Distribution
Dec 2024
Mar 2025
Union Active Momentum Fund Sector Weightage
Specialized Finance
Specialized Finance as a % of total holdings for last six quarters
Union Active Momentum Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
2.44 %
0.35 %Holdings
2.25 %
2.25 %Holdings
2.23 %
2.23 %
AMC Profile of Union Active Momentum Fund
Union Asset Management Company Pvt. Ltd (the AMC) is the approved Asset Management Company of Union Mutual Fund which was granted a Certificate of Registration by the SEBI in March 2011.
No.of Schemes
28
Total AUM
₹ 18,684.01 Cr.
Union Active Momentum Fund Fund Manager Profile
Gaurav Chopra
AUM: ₹5,870.36 Cr.
|
Exp: 8yrs
Sanjay Bembalkar
AUM: ₹8,664.26 Cr.
|
Exp: 12yrs
Union Active Momentum Fund Manager Performance (0)
Equity: Thematic Fund
Union Active Momentum Fund Tax Implications
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Union Active Momentum Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%