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Multibagg AI is an AI powered stock research and analysis platform. We provide data, information, content, and analytics for publicly traded Indian companies listed on NSE and BSE. AI can make mistakes, check important information.
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₹10.39
▲ 0.06
(0.58%)
| Instrument Name | Watchlist | Investment Date | % Holding | No of Units | Value (₹ Cr) | Asset Type | Industry Name |
|---|---|---|---|---|---|---|---|
 TREPS | 31 Aug 2026 | 7.52% | 0 | ₹40.28 Cr | Reverse Repo | Debt Others | |
 Welspun Corp Ltd | 31 Aug 2026 | 3.66% | 82,002 | ₹19.61 Cr | Equity | Capital Goods-N... | |
 Ather Energy Ltd | 31 Aug 2026 | 3.28% | 1,02,305 | ₹17.57 Cr | Equity | Automobile | |
| Avalon Technologies... | 31 Aug 2026 | 3.19% | 72,056 | ₹17.10 Cr | Equity | Consumer Durables | |
 R R Kabel Ltd | 31 Aug 2026 | 2.98% | 54,553 | ₹15.98 Cr | Equity | Cables | |
 Sansera Engineering... | 31 Aug 2026 | 2.96% | 39,481 | ₹15.86 Cr | Equity | Auto Ancillaries | |
 Craftsman Automatio... | 31 Aug 2026 | 2.91% | 13,901 | ₹15.57 Cr | Equity | Auto Ancillaries | |
 IOL Chemicals & Pha... | 31 Aug 2026 | 2.87% | 7,93,498 | ₹15.37 Cr | Equity | Pharmaceuticals | |
 Navin Fluorine Inte... | 31 Aug 2026 | 2.86% | 17,653 | ₹15.31 Cr | Equity | Chemicals | |
| FSN E-Commerce Vent... | 31 Aug 2026 | 2.80% | 4,29,000 | ₹15.00 Cr | Equity | E-Commerce/App ... |
Funds in the same category by AUM
You can invest in Union Active Momentum Fund - Direct (G) through a lump sum investment or a monthly SIP. The minimum lump sum investment is ₹1,000 and the minimum SIP amount is ₹100.
The latest NAV of Union Active Momentum Fund - Direct (G) is ₹10.39.
Union Active Momentum Fund - Direct (G) manages assets worth ₹535.78 Cr.
The expense ratio of Union Active Momentum Fund - Direct (G) is 2.50%.
The exit load applicable on Union Active Momentum Fund - Direct (G) is 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..
As per the riskometer, Union Active Momentum Fund - Direct (G) carries Very High risk.
Union Active Momentum Fund - Direct (G) is managed by Union Mutual Fund.
Union Active Momentum Fund - Direct (G) belongs to the Thematic Fund category.
Union Active Momentum Fund - Direct (G) is benchmarked against the Nifty 500 TRI.
Union Active Momentum Fund - Direct (G) has no lock-in period, so units can be redeemed at any time subject to the applicable exit load.
Union Active Momentum Fund - Direct (G) was launched on 19 Dec 2024.
After the initial investment, you can invest in Union Active Momentum Fund - Direct (G) in further multiples of ₹1,000.
The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit relatively superior price momentum - based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. The portfolio of stocks will be selected, weighted and rebalanced using proprietary screens. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns
The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit relatively superior price momentum - based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. The portfolio of stocks will be selected, weighted and rebalanced using proprietary screens. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns
19 Dec 2024
₹535.78 Cr
₹10.39
₹100
₹1,000
Very High
2.50%
-1.13
1.15
-0.05
6.95
0.77
0.07
4.40
This fund has Very High risk.
Returns over a year are annualised (per year, compounded).
Calendar year return from the first period shown through each year.
| Company | Watchlist | Sector | Activity | Investment Date | % Holding | Market Value | Shares | Asset Type | Rating |
|---|---|---|---|---|---|---|---|---|---|
| Sky Gold & Diamonds... | Diamond Cutting /... | Bought | 31 Aug 2026 | 2.80% | ₹15.02 Cr | 1,86,120 | Equity | EQUITY | |
| FSN E-Commerce Vent... | Trading - Medium ... | Bought | 31 Aug 2026 | 2.80% | ₹15.00 Cr | 4,29,000 | Equity | EQUITY | |
| Sona BLW Precision ... | Auto Ancillaries ... | Bought | 31 Aug 2026 | 2.77% | ₹14.86 Cr | 1,82,750 | Equity | EQUITY | |
| Chennai Petroleum C... | Refineries | Bought | 31 Aug 2026 | 2.69% | ₹14.43 Cr | 1,05,500 | Equity | EQUITY | |
| Tourism Finance Cor... | Finance - Term-Le... | Bought | 31 Aug 2026 | 2.69% | ₹14.41 Cr | 10,29,900 | Equity | EQUITY | |
 Federal Bank Ltd | Banks - Private S... | Bought | 31 Aug 2026 | 2.68% | ₹14.34 Cr | 4,01,900 | Equity | EQUITY | |
| Radico Khaitan Ltd | Distilleries | Bought | 31 Aug 2026 | 2.67% | ₹14.28 Cr | 31,850 | Equity | EQUITY | |
 Diamond Power Infra... | Cables - Power - ... | Bought | 31 Aug 2026 | 2.63% | ₹14.07 Cr | 4,05,007 | Equity | EQUITY | |
 E2E Networks Ltd | IT Enabled Servic... | Bought | 31 Aug 2026 | 2.57% | ₹13.75 Cr | 2,22,218 | Equity | EQUITY | |
 Marico Ltd | Solvent Extractio... | Bought | 31 Aug 2026 | 2.51% | ₹13.42 Cr | 1,63,709 | Equity | EQUITY |
| Fund | 1Y | 3Y | Expense Ratio | Fund Size | Alpha | Sharpe | Risk | |
|---|---|---|---|---|---|---|---|---|
 Aditya Birla SL Quant Fund - ... | 6.39% | — | 1.32% | ₹2,035.33 Cr | 1.41 | -0.01 | Very High | |
 Kotak Active Momentum Fund - ... | 8.43% | — | 1.33% | ₹1,659.32 Cr | 7.43 | 0.48 | Very High | |
 Motilal Oswal Business Cycle ... | 0.55% | — | 1.46% | ₹1,547.14 Cr | 8.88 | 0.22 | Very High | |
 Edelweiss Business Cycle Fund... | 3.76% | — | 1.24% | ₹1,463.37 Cr | -1.96 | -0.29 | Very High | |
 Tata India Innovation Fund - ... | 1.85% | — | 0.94% | ₹1,345.73 Cr | -1.10 | -0.06 | Very High | |
| Aditya Birla SL Infrastructur... | 13.91% | 17.86% | 1.53% | ₹1,250.89 Cr | 2.44 | 0.71 | Very High | |
| Union Active Momentum Fund - ... | 19.28% | — | 2.50% | ₹535.78 Cr | -1.13 | -0.05 | Very High |
Funds in the same category by AUM
| Fund | Watchlist | AMC | NAV | Fund Size | Expense Ratio | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|
 ICICI Pru India Opportuni... | ICICI Prudential Mutual Fund | ₹38.76 | ₹38,338.43 Cr | 0.91% | -1.70% | 13.37% | 16.91% | |
| ICICI Pru Business Cycle ... | ICICI Prudential Mutual Fund | ₹25.29 | ₹15,873.28 Cr | 0.97% | -3.88% | 14.38% | 14.87% | |
 HDFC Manufacturing Fund -... | HDFC Mutual Fund | ₹12.18 | ₹10,751.82 Cr | 0.93% | 7.19% | — | — | |
 Franklin India Opportunit... | Franklin Templeton Mutual Fund | ₹294.32 | ₹9,717.42 Cr | 0.92% | 2.49% | 21.30% | 17.88% | |
| ICICI Pru Infrastructure ... | ICICI Prudential Mutual Fund | ₹217.47 | ₹8,558.09 Cr | 1.30% | 1.84% | 17.67% | 21.06% | |
| Union Active Momentum Fun... | Union Mutual Fund | ₹10.39 | ₹535.78 Cr | 2.50% | 19.28% | — | — |