performance

Union Active Momentum Fund Direct-Growth

Equity: Thematic-Factor-based - Growth (Open ended)

Union Active Momentum Fund Direct-GrowthNAV: 9.74 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Equity: Thematic-Factor-basedBenchmark: NIFTY 500 Total Return Index

NAV: ₹9.74-0.61%

16 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of Union Active Momentum Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	29 Dec, 2025 - 16 Jul, 2026	-	-	-
Average returns	3.76%	-	-	-
Standard deviation	8.19%	-	-	-
Best returns	14.79% 1 year ending on 16 Apr, 2026	-	-	-
Worst returns	-16.52% 1 year ending on 08 Jan, 2026	-	-	-
Period with positive return	74.07%	-	-	-
Period with return > 5%	58.52%	-	-	-
Period with return > 10%	25.93%	-	-	-
Period with return > 15%	0.00%	-	-	-
Beat % Category	42.22%	-	-	-
Beat % Benchmark	45.93%	-	-	-

Trailing Returns

Point-to-point returns of Union Active Momentum Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

10%

11.6%

0.0%

-2.1%

YTD

2.1%

0.4%

1.2%

1 M

12.1%

0.9%

-0.6%

6 M

10.3%

-0.3%

-0.1%

1 Y

12.6%

12.3%

3 Y

11.1%

12.2%

5 Y

13.7%

10 Y

Fund

Equity: Thematic-Factor-based

NIFTY 500 Total Return Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	11.57%	2.10%	12.08%	10.31%	-	-	-	-1.66%
Equity: Thematic-Factor-based	0.03%	0.43%	0.88%	-0.29%	12.57%	11.09%	-	-
NIFTY 500 Total Return Index	-2.15%	1.23%	-0.57%	-0.07%	12.33%	12.19%	13.67%	-
Rank in category	2	13	2	2	-	-	-	-
Funds in category	71	73	71	56	18	2	0	-

Period Returns

Calendar-year, quarterly and monthly return history of Union Active Momentum Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of Union Active Momentum Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

Compare performance with respect to
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Frequently Asked Questions

What are the 1-year returns of Union Active Momentum Fund Direct-Growth?

Union Active Momentum Fund Direct-Growth has delivered a 1-year return of 10.31% as of 16 Jul 2026. During the same period, its benchmark NIFTY 500 Total Return Index returned -0.07%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of Union Active Momentum Fund Direct-Growth?

The 3-year CAGR for Union Active Momentum Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 5-year returns of Union Active Momentum Fund Direct-Growth?

The 5-year CAGR for Union Active Momentum Fund Direct-Growth is shown in the Trailing Returns section above.

What are the returns of Union Active Momentum Fund Direct-Growth since inception?

Since its launch on 23 Dec 2024, Union Active Momentum Fund Direct-Growth has delivered a CAGR of -1.66%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has Union Active Momentum Fund Direct-Growth performed vs its category over the long term?

Category rank for Union Active Momentum Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.

What is the Sharpe ratio of Union Active Momentum Fund Direct-Growth?

The Sharpe ratio of Union Active Momentum Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the alpha of Union Active Momentum Fund Direct-Growth?

The alpha of Union Active Momentum Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of Union Active Momentum Fund Direct-Growth?

The beta of Union Active Momentum Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of Union Active Momentum Fund Direct-Growth?

The average 1-year and 3-year rolling returns of Union Active Momentum Fund Direct-Growth is 3.76% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

29 Dec, 2025 - 16 Jul, 2026

Average returns

3.76%

Standard deviation

8.19%

Best returns

14.79%

1 year ending on 16 Apr, 2026

Worst returns

-16.52%

1 year ending on 08 Jan, 2026

Period with positive return

74.07%

Period with return > 5%

58.52%

Period with return > 10%

25.93%

Period with return > 15%

0.00%

Beat % Category

42.22%

Beat % Benchmark

45.93%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

11.57%

2.10%

12.08%

10.31%

-1.66%

Equity: Thematic-Factor-based

0.03%

0.43%

0.88%

-0.29%

12.57%

11.09%

NIFTY 500 Total Return Index

-2.15%

1.23%

-0.57%

-0.07%

12.33%

12.19%

13.67%

Rank in category

Funds in category