sectorHigh risk

Union Active Momentum Fund - Direct Plan - Growth Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Union Mutual Fund. It's been running since 23 Dec 2024.

Latest price per unit

₹10.25

▼ 0.19% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.19 L

▲ ₹19.2k gain · 19.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

19.3%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-26.57%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year19.20%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch1.35%

Volatility — 1 year (annualised)17.88%

Volatility — 3 years (annualised)19.31%

Max drawdown — 1 year-13.27%

Max drawdown — 3 years-26.57%

Sharpe ratio — 1 year (rf=6%)0.67

Sharpe ratio — 3 years (rf=6%)-0.24

Fund info

Fund house: Union Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct
Option: Growth
ISIN (Growth): INF582M01KG9
ISIN (Div re-invest): —
Fund code: 153109
First price on record: 23 Dec 2024 · 421 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.