Mutual funds · Sectoral / Thematic
Union Active Momentum Fund
Union Mutual Fund · Direct plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 153109
- Category
- Equity Scheme - Sectoral/ Thematic
- ISIN
- INF582M01KG9
- Plan / option
- Direct / Growth
- Fund age
- 1.9 years
- Expense ratio (TER)
- 2.51% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▼ -1.2%
3 months■ +0.0%
6 months▲ +11.6%
1 year▲ +15.7%
3-year CAGR–
5-year CAGR–
10-year CAGR–
Volatility (3y)19.5%
Sharpe (3y)-0.19
Sortino (3y)-0.26
Beta vs NIFTY 500.87
Max fall (3y)-26.6%
Computed from NAV (464 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · IDCW | 10.0800 |
| Regular · Growth | 9.8300 |
| Regular · IDCW | 9.8300 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.