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Union Active Momentum Fund - Regular (G)

Sectoral / Thematic • OPEN
NAV as of May 18, 2026
₹8.77
1 day change
Returns since inception
-7.23%
CAGR
AUM (Fund size)
₹440 Cr
NAV: ₹ 8.77
as on May 18, 2026
Union Active Momentum Fund - Regular (G)

Union Active Momentum Fund - Regular (G) Overview

AUM (Fund size) ₹ 440 Cr
Expense ratio 13.50 %
Exit load 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty 500 TRI
Min. investment SIP: ₹100    Lumpsum: ₹1,000
Age 1 yrs 5 m since Nov 28, 2024
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
23.65%
Finance
9.88%
Ferrous Metals
8.66%
Debt
7.18%
Non-Ferrous Metals
6.08%

Top Holdings

TREPS 7.10%
Prime Focus 3.81%
Natl. Aluminium 3.25%
G M D C 3.16%
Multi Comm. Exc. 3.15%
Jindal Steel 3.02%
Navin Fluo.Intl. 2.97%
Vedanta 2.94%
MTAR Technologie 2.93%
Indian Bank 2.93%

Scheme Information

Union Active Momentum Fund - Regular (G) was launched on 28/11/2024. The fund manages ₹440 Cr in assets. Its current expense ratio is 13.50%.

Fund Manager: Sanjay Bembalkar

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FAQs on Union Active Momentum Fund - Regular (G)

The current expense ratio of Union Active Momentum Fund - Regular (G) is 13.50%.

The AUM of Union Active Momentum Fund - Regular (G) is ₹440 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Union Active Momentum Fund - Regular (G) allows both SIP and lump sum investments.

The latest NAV is ₹8.77.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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