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Union Active Momentum Fund - Direct Plan - IDCW

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : Union Mutual Fund

Returns (NAV as on 28th November, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 21-Nov-25 10140.50 1.41% - 0.65% 23/227
1 Month 28-Oct-25 9807.50 -1.93% - 0.09% 211/230
3 Month 28-Aug-25 10176.30 1.76% - 5.14% 198/226
6 Month 28-May-25 10093.20 0.93% - 6.55% 197/215
YTD 01-Jan-25 8457.00 -15.43% - 5.70% 200/201
Since Inception 19-Dec-24 8660.00 -13.40% -14.16% 14.14% 200/201

SIP Returns (NAV as on 28th November, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
No Data Found

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.35% -1.93% 1.76% 0.93% -14.60% 0.00% 0.00% 0.00% 0.00%
Nifty 50 -0.05% 1.03% 6.95% 5.86% 10.82% 9.57% 14.76% 12.16% 15.09%
Benchmark: Nifty 500 TRI -0.06% 0.56% 6.33% 5.80% 8.04% 7.38% 17.25% 15.96% 18.61%
Category Average -0.03% 0.09% 5.14% 6.55% 5.70% 6.10% 19.21% 19.93% 21.34%
Category Rank 18/204 211/230 198/226 197/215 200/201 0/0 0/0 0/0 0/0
Best in Category 1.72% 3.79% 18.32% 55.07% 49.68% 60.97% 41.57% 38.91% 34.09%
Worst in Category -0.90% -3.89% -3.07% -8.33% -17.98% -13.15% 3.85% 8.34% 3.67%

Best Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q2 - 2025 11.45% 10.15% 12.09% 7.91%
Q4 - 2025 1.29% 5.50% 4.38% 3.32%
Q3 - 2025 -6.22% -3.64% -3.73% -0.59%

Worst Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q1 - 2025 -19.53% -2.43% -6.28% -0.38%
Q3 - 2025 -6.22% -3.64% -3.73% -0.59%
Q4 - 2025 1.29% 5.50% 4.38% 3.32%
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