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Union Active Momentum Fund - Regular Plan - Growth Option
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 42/100 · Weak
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)—
- Expense ratio (20%)2.62%
- AUM (15%)₹536 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Union Mutual Fund · Equity · Thematic
₹10.1
AUM: ₹535 Cr
NAV updated 10 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
2.62%
Exit Load
1% for redemption within 1 Year
Fund Manager
Sanjay Bembalkar
Inception
Dec 2024
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
0.7
Std Dev (1Y)
18.39%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.0%
3m
+4.55%
6m
+24.69%
1y
+15.83%
3y
—
5y
—
10y
—
since inception
-0.87%
TopFund's Take on Union Active Momentum Fund - Regular Plan - Growth Option
Union Active Momentum Fund - Regular Plan - Growth Option lags behind most of its peers in the Thematic category, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 42/100.
Cost: At 2.62%, the expense ratio runs 165% above the Thematic category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.7 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 18.39% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Union Active Momentum Fund - Regular Plan - Growth Option
The current NAV (Net Asset Value) of Union Active Momentum Fund - Regular Plan - Growth Option is ₹10.1. NAV is updated every business day after market close by AMFI.
1Y: 15.83%
The expense ratio of Union Active Momentum Fund - Regular Plan - Growth Option is 2.62% per annum. This is the annual fee charged by the fund to manage your investment.
Union Active Momentum Fund - Regular Plan - Growth Option is managed by Sanjay Bembalkar at Union Mutual Fund.
Union Active Momentum Fund - Regular Plan - Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Union Active Momentum Fund - Regular Plan - Growth Option is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Union Active Momentum Fund - Regular Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Union Active Momentum Fund - Regular Plan - Growth Option is ₹536 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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