What stocks does Union Active Momentum Fund hold?

Union Active Momentum Fund holds a portfolio of Indian equity stocks disclosed monthly by Union Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Union Active Momentum Fund?

Union Active Momentum Fund is managed by Union Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Union Active Momentum Fund?

Union Active Momentum Fund is classified as a Equity mutual fund under SEBI's mutual fund categorisation framework.

How often is Union Active Momentum Fund portfolio data updated?

Portfolio holdings for Union Active Momentum Fund are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Union Mutual Fund

Union Active Momentum Fund - Direct Plan - Growth Option

Equity Data as of Sep 2026 Comparing Aug 2026 → Sep 2026

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Stocks Held

Sep 2026

Equity Holdings

₹489.41 Cr

Equity only, excl. debt & cash

AAUM

₹517.43 Cr

Jul-Sep 2026 · Direct + Regular

Top 5 Weight

16.5%

Diversified

Top 10 Weight

30.4%

Diversified

Changes

0 new · 0 exits

Top Sector

Auto Components

13.7% of portfolio

Launch Date

28 Nov 2024

2 years old

AAUM (Average Assets Under Management) of ₹517.43 Cr for Jul-Sep 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Welspun Corp Limited saw the biggest increase — now at 4.11% of the portfolio. Ather Energy Limited was trimmed the most, now at 2.69%. Welspun Corp Limited remains the top holding with Auto Components the dominant sector at 13.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

1 year history · Union Active Momentum Fund - Direct Plan - Growth Option

-9.72%

-2.19%

+5.63%

+8.19%

Latest NAV

₹9.38

23 Oct 2026

52W High

₹10.46

-10% from High

52W Low

₹7.71

+22% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

-13.9%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

7.9%

+ve in 83% windows

22.1% / -17.2%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-26.6%

Rec: Aug 2026 (2yr 2mo)

COVID-19 Crash

Pre-inception

Rec: N/A

2022 Rate Hike

Pre-inception

Rec: N/A

2018 IL&FS

Pre-inception

Rec: N/A

NAV Chart ₹9.38 23 Oct 2026

Simple Moving Avg: Click to draw · click again to remove

Union Active Momentum Fund - Direct Plan - Growth Option

Chart shows indexed performance (base = 100). Actual NAV: ₹9.38

Sector Shift Industry allocation month-over-month

Jul 2026 → Aug 2026

Sector	Prev	Curr ▼	Delta
Auto Components	10.3%	13.8%	▲ +3.5%
Industrial Products	12.4%	13.7%	▲ +1.3%
Pharmaceuticals & Biotechnology	26.7%	13.3%	▼ -13.4%
Chemicals & Petrochemicals	2.4%	6.9%	▲ +4.5%
Electrical Equipment	6.9%	5.8%	▼ -1.0%
Banks	4.3%	5.1%	▲ +0.8%
Healthcare Services	4.8%	4.7%	● -0.1%
Automobiles	2.6%	3.3%	▲ +0.7%
Consumer Durables	2.0%	2.8%	▲ +0.8%
Retailing	0.0%	2.8%	▲ +2.8%

Aug 2026 → Sep 2026

Sector	Prev	Curr ▼	Delta
Auto Components	13.8%	13.7%	● -0.1%
Pharmaceuticals & Biotechnology	13.3%	13.6%	▲ +0.4%
Industrial Products	13.7%	13.3%	▼ -0.4%
Chemicals & Petrochemicals	6.9%	6.7%	▼ -0.2%
Electrical Equipment	5.8%	5.7%	▼ -0.1%
Banks	5.1%	4.6%	▼ -0.4%
Healthcare Services	4.7%	4.3%	▼ -0.4%
Petroleum Products	2.7%	2.8%	▲ +0.1%
Consumer Durables	2.8%	2.8%	● 0.0%
Automobiles	3.3%	2.7%	▼ -0.6%

↑

Biggest Add

Welspun Corp Limited

+0.45% · now 4.11%

↓

Biggest Trim

Ather Energy Limited

-0.59% · now 2.69%

What Changed in the Portfolio This Month?

Comparing Aug 2026 → Sep 2026

Aug 2026 → Sep 2026

↑ 12 Increased ↓ 22 Decreased

#	Stock	Sector	Aug 2026	Sep 2026	Change
1	Welspun Corp Limited ₹22.28 Cr	Industrial Products	3.66%	4.11%	+0.45%
2	Sansera Engineering Limited ₹17.91 Cr	Auto Components	2.96%	3.30%	+0.34%
3	Shilpa Medicare Ltd ₹16.20 Cr	Pharmaceuticals & Biotechnology	2.74%	2.99%	+0.25%
4	IOL Chemicals and Pharmaceuticals Limited ₹16.43 Cr	Pharmaceuticals & Biotechnology	2.87%	3.03%	+0.16%
5	Chennai Petroleum Corporation Limited ₹15.15 Cr	Petroleum Products	2.69%	2.79%	+0.10%
6	E2E Networks Limited ₹14.46 Cr	IT - Services	2.57%	2.66%	+0.09%
7	Sai Life Sciences Limited ₹12.80 Cr	Pharmaceuticals & Biotechnology	2.29%	2.36%	+0.07%
8	Laurus Labs Limited ₹15.30 Cr	Pharmaceuticals & Biotechnology	2.76%	2.82%	+0.06%
9	Belrise Industries Ltd. ₹14.32 Cr	Auto Components	2.58%	2.64%	+0.06%
10	Himadri Speciality Chemical Limited ₹12.68 Cr	Chemicals & Petrochemicals	2.30%	2.34%	+0.04%
11	Sona BLW Precision Forgings Limited ₹15.17 Cr	Auto Components	2.77%	2.80%	+0.03%
12	Diamond Power Infrastructure Limited ₹14.35 Cr	Electrical Equipment	2.63%	2.64%	+0.01%

#	Stock	Sector	Aug 2026	Sep 2026	Change
1	Ather Energy Limited ₹14.58 Cr	Automobiles	3.28%	2.69%	-0.59%
2	R R Kabel Limited ₹13.74 Cr	Industrial Products	2.98%	2.53%	-0.45%
3	The Federal Bank Limited ₹12.76 Cr	Banks	2.68%	2.35%	-0.33%
4	FSN E-Commerce Ventures Limited ₹13.73 Cr	Retailing	2.80%	2.53%	-0.27%
5	Apollo Hospitals Enterprise Limited ₹13.78 Cr	Healthcare Services	2.80%	2.54%	-0.26%
6	Bharat Forge Limited ₹12.64 Cr	Auto Components	2.58%	2.33%	-0.25%
7	Craftsman Automation Limited ₹14.48 Cr	Auto Components	2.91%	2.67%	-0.24%
8	Adani Energy Solutions Limited ₹12.03 Cr	Power	2.42%	2.22%	-0.20%
9	Shaily Engineering Plastics Ltd ₹12.54 Cr	Industrial Products	2.50%	2.31%	-0.19%
10	Navin Fluorine International Limited ₹14.55 Cr	Chemicals & Petrochemicals	2.86%	2.68%	-0.18%
11	Torrent Pharmaceuticals Limited ₹13.26 Cr	Pharmaceuticals & Biotechnology	2.61%	2.44%	-0.17%
12	Aster DM Healthcare Limited ₹9.48 Cr	Healthcare Services	1.92%	1.75%	-0.17%
13	Marico Limited ₹12.87 Cr	Agricultural Food & other Products	2.51%	2.37%	-0.14%
14	Anand Rathi Wealth Limited ₹14.33 Cr	Capital Markets	2.78%	2.64%	-0.14%
15	Avalon Technologies Limited ₹16.55 Cr	Electrical Equipment	3.19%	3.05%	-0.14%
16	Inox India Limited ₹13.45 Cr	Industrial Products	2.61%	2.48%	-0.13%
17	Radico Khaitan Limited ₹13.91 Cr	Beverages	2.67%	2.56%	-0.11%
18	Karnataka Bank Ltd ₹12.45 Cr	Banks	2.37%	2.29%	-0.08%
19	Astra Microwave Products Limited ₹12.29 Cr	Aerospace & Defense	2.33%	2.27%	-0.06%
20	Garware Hi-Tech Films Ltd ₹9.99 Cr	Industrial Products	1.90%	1.84%	-0.06%
21	SKY GOLD AND DIAMONDS LIMITED ₹15.09 Cr	Consumer Durables	2.80%	2.78%	-0.02%
22	Aether Industries Limited ₹9.27 Cr	Chemicals & Petrochemicals	1.72%	1.71%	-0.01%

What Stocks Does This Fund Hold?

35 stocks — Sep 2026

#	Stock	Sector	Weight & Value
1	Welspun Corp Limited ₹22.28 Cr	Industrial Products	4.11%
2	Sansera Engineering Limited ₹17.91 Cr	Auto Components	3.30%
3	Avalon Technologies Limited ₹16.55 Cr	Electrical Equipment	3.05%
4	IOL Chemicals and Pharmaceuticals Limited ₹16.43 Cr	Pharmaceuticals & Biotechnology	3.03%
5	Shilpa Medicare Ltd ₹16.20 Cr	Pharmaceuticals & Biotechnology	2.99%
6	Laurus Labs Limited ₹15.30 Cr	Pharmaceuticals & Biotechnology	2.82%
7	Sona BLW Precision Forgings Limited ₹15.17 Cr	Auto Components	2.80%
8	Chennai Petroleum Corporation Limited ₹15.15 Cr	Petroleum Products	2.79%
9	SKY GOLD AND DIAMONDS LIMITED ₹15.09 Cr	Consumer Durables	2.78%
10	Ather Energy Limited ₹14.58 Cr	Automobiles	2.69%
11	Tourism Finance Corporation of India Ltd. ₹14.62 Cr	Finance	2.69%
12	Navin Fluorine International Limited ₹14.55 Cr	Chemicals & Petrochemicals	2.68%
13	Craftsman Automation Limited ₹14.48 Cr	Auto Components	2.67%
14	E2E Networks Limited ₹14.46 Cr	IT - Services	2.66%
15	Anand Rathi Wealth Limited ₹14.33 Cr	Capital Markets	2.64%
16	Diamond Power Infrastructure Limited ₹14.35 Cr	Electrical Equipment	2.64%
17	Belrise Industries Ltd. ₹14.32 Cr	Auto Components	2.64%
18	Radico Khaitan Limited ₹13.91 Cr	Beverages	2.56%
19	Apollo Hospitals Enterprise Limited ₹13.78 Cr	Healthcare Services	2.54%
20	FSN E-Commerce Ventures Limited ₹13.73 Cr	Retailing	2.53%
21	R R Kabel Limited ₹13.74 Cr	Industrial Products	2.53%
22	Inox India Limited ₹13.45 Cr	Industrial Products	2.48%
23	Torrent Pharmaceuticals Limited ₹13.26 Cr	Pharmaceuticals & Biotechnology	2.44%
24	Marico Limited ₹12.87 Cr	Agricultural Food & other Products	2.37%
25	Sai Life Sciences Limited ₹12.80 Cr	Pharmaceuticals & Biotechnology	2.36%
26	The Federal Bank Limited ₹12.76 Cr	Banks	2.35%
27	Himadri Speciality Chemical Limited ₹12.68 Cr	Chemicals & Petrochemicals	2.34%
28	Bharat Forge Limited ₹12.64 Cr	Auto Components	2.33%
29	Shaily Engineering Plastics Ltd ₹12.54 Cr	Industrial Products	2.31%
30	Karnataka Bank Ltd ₹12.45 Cr	Banks	2.29%
31	Astra Microwave Products Limited ₹12.29 Cr	Aerospace & Defense	2.27%
32	Adani Energy Solutions Limited ₹12.03 Cr	Power	2.22%
33	Garware Hi-Tech Films Ltd ₹9.99 Cr	Industrial Products	1.84%
34	Aster DM Healthcare Limited ₹9.48 Cr	Healthcare Services	1.75%
35	Aether Industries Limited ₹9.27 Cr	Chemicals & Petrochemicals	1.71%