Sectoral / Thematic · Equity

Union Active Momentum Fund

Union Asset Management Company Private Limited

Benchmark

Nifty 500 TRI

Riskometer

Very High

Size

₹557 cr

Allotted

19 Dec 2024

Holdings as of

30 Sep 2026

Union Active Momentum Fund is a sectoral / thematic fund of Union Asset Management Company Private Limited with ₹557 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 1 of 1 periods. Its direct plan charges 2.33% a year. Gaurav Chopra has managed it for 1.8 years.

Has Union Active Momentum Fund beaten its benchmark?

Ahead of its benchmark, Nifty 500 TRI, in 1 of 1 periods in AMFI's figures; +17.66% over the last year against −4.30%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−1.06%	−3.60%	—
3 months	+5.34%	−5.03%	—
6 months	+19.86%	−1.83%	—
1 year	+17.66%	−4.06%	+21.72 pts
3 years	—	+9.27%	—
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 23 Dec 2024	+1.32%	—	—

Valarth price history to 13 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty 500 TRI) in 1 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+17.66%	+15.99%	−4.30%	+21.96	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Value of 100, month-end

Dec 2024 to 13 Oct 2026

Fund 101Nifty 500 TRI 100

₹100 put in at the start of Dec 2024 would be ₹101 on 13 Oct 2026, against ₹100 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Union Active Momentum Fund cost?

2.33% a year on the direct plan, 3.71% on the regular plan; 171 of 174 funds in its category charge less.

Direct plan

2.33% a year

Category median 1.22%

Regular plan

3.71% a year

Category median 2.38%

Gap

1.38 points

for the same holdings

171 of 174 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Union Active Momentum Fund?

Gaurav Chopra, since 19 Dec 2024; Sanjay Bembalkar, since 19 Dec 2024.

Gaurav Chopra

1.8 years

since 19 Dec 2024

Sanjay Bembalkar

1.8 years

since 19 Dec 2024

Benchmark as filedNifty 500 Index (TRI) Benchmark Discalimer: The Product(s) are not sponsored, endorsed, sold or promoted by NSE INDICES LIMITED (formerly known as India Index S

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.

From 39 Scheme Summary Documents filed with NSE, first on 16 Apr 2026; as on 12 Oct 2026

What does Union Active Momentum Fund hold?

39 holdings as of 30 Sep 2026; the ten largest are 30.4% of the fund, the largest Welspun Corp Ltd. at 4.1%.

Mix

Holdings as of 30 Sep 2026

Equity90.2%Debt0.2%Cash9.6%Other0.0%

Holdings

35 shares

Top ten

30.4%

of the fund

Effective holdings

34.1

spread, as if equal-weighted

Matched to our table

100%

of the equity

Five largest

% of fund

Welspun Corp Ltd.4.11%

Sansera Engineering Ltd.3.30%

Avalon Technologies Ltd.3.05%

IOL Chemicals and Pharmaceuticals Ltd.3.03%

Shilpa Medicare Ltd.2.99%

Five largest industries

% of fund

Auto Components15.2%

Pharmaceuticals & Biotechnology15.1%

Industrial Products12.2%

Chemicals & Petrochemicals7.50%

Electrical Equipment6.30%

By company size

% of equity · SEBI size lists

Large Cap8.0%Mid Cap21.6%Small Cap70.4%

How does Union Active Momentum Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro

Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.

Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro

The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Union Active Momentum Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro

Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker

Nearest to the Nifty Smallcap 250: 88% of it differs from the index (an active fund is usually above 60%).

Active share 88.3%60%

Funds that hold much the same

% of holdings in common

SAMCO SPECIAL OPPORTUNITIES FUND42.5% the same

22 shared holdings

Capitalmind Flexi Cap Fund40.6% the same

14 shared holdings

SAMCO ELSS TAX SAVER FUND37.3% the same

14 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro

How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

Who manages Union Active Momentum Fund?

Gaurav Chopra (manager) since 19 Dec 2024; Sanjay Bembalkar (manager) since 19 Dec 2024.

What is the expense ratio of Union Active Momentum Fund?

2.33% a year on the direct plan and 3.71% on the regular plan (expense report, Oct 2026).