Union Active Momentum Fund - Direct Plan - Growth Option
Mutual Fund · Equity Scheme - Sectoral/ Thematic · As of 18 Oct 2026, 6:50 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
59/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 1.8 years of history — too short to judge through a full cycle
Investment Checklist
2 / 3 checks passed
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹10.02
As of
16 Oct 2026
Fund History Available
1.8 yrs
1Y Return (CAGR)
13.9%
Strong
Annualized Volatility
18.7%
Moderate
Sharpe Ratio (est.)
0.44
Moderate
Max Drawdown
-26.6%
Severe historical drop
Category
Equity Scheme - Sectoral/ Thematic
Fund House
Union Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹8,50,204
Estimated Gain
₹2,50,204
Risk Flags
This fund has seen a peak-to-trough drawdown of -26.6% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
