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Union Active Momentum Fund - Direct Plan - Growth Option is an equity scheme managed by Union Mutual Fund. The fund is currently managed by Gaurav Chopra, appointed within the last year.
This scheme classifies as Large-Value on the 3x3 equity style box, with 87% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| MTAR TECHNOLOGIES LIMITED | Industrials | 4.93% |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED | Financial Services | 3.06% |
| NATIONAL ALUMINIUM COMPANY LIMITED | Basic Materials | 3.04% |
| AVANTI FEEDS LIMITED | Consumer Defensive | 2.86% |
| THE FEDERAL BANK LIMITED | Financial Services | 2.86% |
| AXIS BANK LIMITED | Financial Services | 2.73% |
| UJJIVAN SMALL FINANCE BANK LIMITED | Financial Services | 2.70% |
| INDIAN BANK | Financial Services | 2.67% |
| Shriram Finance Limited | Financial Services | 2.63% |
| GUJARAT MINERAL DEVELOPMENT CORPORATION LTD | Energy | 2.58% |
| NAVIN FLUORINE INTERNATIONAL LTD | Basic Materials | 2.54% |
| APL APOLLO TUBES LIMITED | Basic Materials | 2.41% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 2.39% |
| BAJAJ CONSUMER CARE LIMITED | Consumer Defensive | 2.23% |
| ASHOK LEYLAND LIMITED | Industrials | 2.19% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 2.17% |
| TATA STEEL LIMITED | Basic Materials | 2.14% |
| JSW STEEL LIMITED | Basic Materials | 1.87% |
| CITY UNION BANK LIMITED | Financial Services | 1.87% |
| DCB BANK LIMITED | Financial Services | 1.86% |
| Sai Life Sciences Limited | Healthcare | 1.37% |
| AU SMALL FINANCE BANK LIMITED | Financial Services | 1.31% |
| PRIME FOCUS LIMITED | Communication Services | 1.13% |
| ADITYA BIRLA SUN LIFE AMC LIMITED | Financial Services | 1.07% |
| HITACHI ENERGY INDIA LIMITED | Industrials | 0.90% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 13 | 28.92% |
| Capital Goods | — | 20.46% |
| Metals & Mining | — | 15.89% |
| Healthcare | 5 | 5.89% |
| Fast Moving Consumer Goods | — | 5.73% |
| Chemicals | — | 2.54% |
| Services | — | 2.17% |
| Power | — | 1.70% |
| Media, Entertainment & Publication | — | 1.13% |
| Telecommunication | — | 0.89% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -15.07% | -3.04% | 5.57% | 8.39% | 15.00% | 64.7% |
Top-10 weight 30.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| Samco Active Momentum Fund - Direct Plan - Growth Option | Samco Mutual Fund | ₹647 Cr | 0.99% | — | — | 4★ |
| Union Active Momentum Fund - Direct Plan - IDCW Option | Union Mutual Fund | ₹440 Cr | — | — | — | 2★ |