Funds similar to Union Active Momentum Fund Direct-Growth in the Equity: Thematic-Factor-based category include UTI Nifty200 Momentum 30 Index Fund Direct-Growth, SBI Quality Fund Direct-Growth, and ICICI Prudential Quality Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of Union Active Momentum Fund Direct-Growth in its category?

The category rank of Union Active Momentum Fund Direct-Growth is shown in the Trailing Returns section above.

How does Union Active Momentum Fund Direct-Growth's expense ratio compare to similar funds?

Union Active Momentum Fund Direct-Growth has an expense ratio of 2.49%. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an expense ratio of 1.18% and SBI Quality Fund Direct-Growth has 1.31%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does Union Active Momentum Fund Direct-Growth's AUM compare to similar funds?

Union Active Momentum Fund Direct-Growth has an AUM of ₹502.9 crore. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an AUM of ₹8,541.21 crore and SBI Quality Fund Direct-Growth has ₹2,399.88 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Equity: Thematic-Factor-based?

The top performing fund in the Equity: Thematic-Factor-based category on a 3-year basis is Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-Growth with a CAGR of 19.17% as of 16 Jul 2026. Union Active Momentum Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

How does Union Active Momentum Fund Direct-Growth rank in risk-adjusted returns vs peers?

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