Fundalysisby DARKHORSESTOCKS

Scheme

Union Active Momentum Fund

Holds 35 companies worth ₹497 Cr in Aug 2026.

  • Fund house

    UnionThe fund house that runs this scheme.

  • AUM

    ₹543 CrUnion Active Momentum Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Up 1.3% on Aug 2026, ₹536 Cr.

  • Largest holding

    Welspun CorpWelspun Corp is 3.7% of this scheme's NAV.

  • Fund manager

    Gaurav ChopraRuns its co-manager part since 19 Dec 2024, as the fund house dates it. With Sanjay Bembalkar (co-manager).

AUM(Dec 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026543+1.3%
Aug 2026536+8.6%
Jul 2026493−1.9%
Jun 2026503+5.9%
May 2026475+7.9%
Apr 2026440+13.0%
Mar 2026390−12.5%
Feb 2026445+1.9%
Jan 2026437−4.5%
Dec 2025457−0.3%
Nov 2025459−1.8%
Oct 2025467+2.3%
AUM at month end, Sept 2026
₹543 Cr
+16.2% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2024 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20266.80%+0.50 pt
Jun 20266.30%−1.27 pt
Mar 20267.58%−0.16 pt
Dec 20257.73%−0.12 pt
Direct plans' share of AUM, Sept 2026
6.80%
−0.93 pt since Dec 2025
Fig. 2.Union Active Momentum Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−1.92%−1.97%––−4.51%
3 months *
+4.62%+4.29%––−3.15%
6 months *
+21.14%+20.44%––+4.22%
1 year
+17.51%+15.95%−5.06%+22.57 pt+0.43%
Since launch
+1.10%−0.22%−1.20%+2.30 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.