TradePilotMutual funds · Sectoral / Thematic
Union Active Momentum Fund
Union Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 153111
- Category
- Equity Scheme - Sectoral/ Thematic
- ISIN
- INF582M01KC8
- Plan / option
- Regular / Growth
- Fund age
- 1.9 years
- Expense ratio (TER)
- 3.89% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▼ -1.3%
3 months▼ -0.3%
6 months▲ +10.9%
1 year▲ +14.2%
3-year CAGR–
5-year CAGR–
10-year CAGR–
Volatility (3y)19.5%
Sharpe (3y)-0.26
Sortino (3y)-0.35
Beta vs NIFTY 500.87
Max fall (3y)-26.8%
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 · Growth | 10.0800 |
| Direct · IDCW | 10.0800 |
| 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.