Scheme Information
Union Active Momentum Reg IDCW-R
as of 26 May 2026, 16:57 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Prime Focus Ltd | Communication Services | E | 3.81% |
| National Aluminium Co Ltd | Basic Materials | E | 3.25% |
| Gujarat Mineral Development Corp Ltd | Energy | E | 3.16% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 3.15% |
| Jindal Steel Ltd | Basic Materials | E | 3.02% |
| Navin Fluorine International Ltd | Basic Materials | E | 2.97% |
| Vedanta Ltd | Basic Materials | E | 2.94% |
| MTAR Technologies Ltd | Industrials | E | 2.93% |
| Indian Bank | Financial Services | E | 2.93% |
| Tata Steel Ltd | Basic Materials | E | 2.87% |
| The Federal Bank Ltd | Financial Services | E | 2.87% |
| Hindalco Industries Ltd | Basic Materials | E | 2.83% |
| Karur Vysya Bank Ltd | Financial Services | E | 2.79% |
| JSW Steel Ltd | Basic Materials | E | 2.77% |
| Axis Bank Ltd | Financial Services | E | 2.76% |
| Adani Ports & Special Economic Zone Ltd | Industrials | E | 2.76% |
| State Bank of India | Financial Services | E | 2.71% |
| APL Apollo Tubes Ltd | Basic Materials | E | 2.71% |
| FSN E-Commerce Ventures Ltd | Consumer Cyclical | E | 2.71% |
| Shriram Finance Ltd | Financial Services | E | 2.70% |
| Avanti Feeds Ltd | Consumer Defensive | E | 2.69% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Financial Services | E | 2.69% |
| Acutaas Chemicals Ltd | Basic Materials | E | 2.66% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | Financial Services | E | 2.66% |
| Bank of India | Financial Services | E | 2.60% |
| City Union Bank Ltd | Financial Services | E | 2.59% |
| Manappuram Finance Ltd | Financial Services | E | 2.52% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 2.48% |
| Bharat Petroleum Corp Ltd | Energy | E | 2.43% |
| Ashok Leyland Ltd | Industrials | E | 2.31% |
| Mahindra & Mahindra Financial Services Ltd | Financial Services | E | 2.18% |
| Craftsman Automation Ltd | Consumer Cyclical | E | 1.76% |
| DCB Bank Ltd | Financial Services | E | 1.74% |
| Bajaj Consumer Care Ltd | Consumer Defensive | E | 1.73% |
| JK Tyre & Industries Ltd | Consumer Cyclical | E | 1.42% |
| 16/04/2026 Maturing 364 DTB | - | BT | 0.08% |
| Treps | - | CR | 7.10% |
| Net Receivable / Payable | - | CA | 0.29% |
Sector Holding Analysis
Equity / Debt / Cash Split
Equity
93.11%
Cash
6.89%
Equity sector allocation
Basic Materials
26.03%
Communication Services
3.81%
Consumer Cyclical
5.88%
Consumer Defensive
4.42%
Energy
5.59%
Financial Services
39.37%
Industrials
8%
Others
6.9%
Fund House Contact Details
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.09%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.09%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.09%
63.78%
3Y Returns
+45.98%
About Union Active Momentum Reg IDCW-R
Investment Objective of the Scheme
Key Features of The Fund
5-year return
-
Fund Manager
Sanjay Bembalkar
Risk Profile
Very High Risk
Expense Ratio
2.44%
Fund Size
₹389.60 Cr
FAQ's
What is the expense ratio of Union Active Momentum Reg IDCW-R?
What is the AUM (Assets Under Management) of Union Active Momentum Reg IDCW-R?
What are the top stock holdings of Union Active Momentum Reg IDCW-R?
The Union Active Momentum Reg IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Prime Focus Ltd | 3.81% |
| National Aluminium Co Ltd | 3.25% |
| Gujarat Mineral Development Corp Ltd | 3.16% |
| Multi Commodity Exchange of India Ltd | 3.15% |
| Jindal Steel Ltd | 3.02% |
| Navin Fluorine International Ltd | 2.97% |
| Vedanta Ltd | 2.94% |
| MTAR Technologies Ltd | 2.93% |
| Indian Bank | 2.93% |
| Tata Steel Ltd | 2.87% |
| The Federal Bank Ltd | 2.87% |
| Hindalco Industries Ltd | 2.83% |
| Karur Vysya Bank Ltd | 2.79% |
| JSW Steel Ltd | 2.77% |
| Axis Bank Ltd | 2.76% |
| Adani Ports & Special Economic Zone Ltd | 2.76% |
| State Bank of India | 2.71% |
| APL Apollo Tubes Ltd | 2.71% |
| FSN E-Commerce Ventures Ltd | 2.71% |
| Shriram Finance Ltd | 2.70% |
| Avanti Feeds Ltd | 2.69% |
| Nippon Life India Asset Management Ltd Ordinary Shares | 2.69% |
| Acutaas Chemicals Ltd | 2.66% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | 2.66% |
| Bank of India | 2.60% |
| City Union Bank Ltd | 2.59% |
| Manappuram Finance Ltd | 2.52% |
| Cholamandalam Investment and Finance Co Ltd | 2.48% |
| Bharat Petroleum Corp Ltd | 2.43% |
| Ashok Leyland Ltd | 2.31% |
| Mahindra & Mahindra Financial Services Ltd | 2.18% |
| Craftsman Automation Ltd | 1.76% |
| DCB Bank Ltd | 1.74% |
| Bajaj Consumer Care Ltd | 1.73% |
| JK Tyre & Industries Ltd | 1.42% |
| 16/04/2026 Maturing 364 DTB | 0.08% |
| Treps | 7.10% |
| Net Receivable / Payable | 0.29% |
In which sectors has Union Active Momentum Reg IDCW-R invested in?
The Union Active Momentum Reg IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 26.03% |
| Communication Services | 3.81% |
| Consumer Cyclical | 5.88% |
| Consumer Defensive | 4.42% |
| Energy | 5.59% |
| Financial Services | 39.37% |
| Healthcare | - |
| Industrials | 8.00% |
| Real Estate | - |
| Technology | - |
| Utilities | - |
What is the risk level of Union Active Momentum Reg IDCW-R?
Who are the fund managers of Union Active Momentum Reg IDCW-R?
Is there a minimum SIP amount to invest in Union Active Momentum Reg IDCW-R?
Can I invest in Union Active Momentum Reg IDCW-R both in SIP and lump sum?
How to invest in Union Active Momentum Reg IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Union Active Momentum Reg IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Union Active Momentum Reg IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Union Active Momentum Reg IDCW-R?
The exit load of Union Active Momentum Reg IDCW-R is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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