Union Active Momentum Fund Direct Growth

Scheme code: INF582M01KG9 NAV value: ₹ 7.9300 NAV date: 19 March, 2026 TER: 0.99%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-15.36	14.08	0.47	-0.93	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	-0.93
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	-0.93
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	-0.93
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	-0.93
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,06,314 - Absolute Returns: ₹6,314 - CAGR: %

Max Drawdown

-26.57 %

Drawdown Duration

2 months

Avg Drawdown

-16.63 %

1 Y

-0.035

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.76	1.06	94.2	94.2	3.10 %	4.00 %
3 years	-5.95	1.15	92.4	115.5	-7.41 %	-0.45 %
5 years	-3.26	1.15	92.4	115.5	-4.51 %	-0.27 %
7 years	-2.08	1.15	92.4	115.5	-3.24 %	-0.19 %
10 years	-1.18	1.15	92.4	115.5	-2.28 %	-0.14 %
12 years	-0.84	1.15	92.4	115.5	-1.91 %	-0.11 %
15 years	-0.48	1.15	92.4	115.5	-1.53 %	-0.09 %