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 May 2026 Comparing Apr 2026 → May 2026

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Stocks Held

May 2026

Equity Holdings

₹455.03 Cr

Equity only, excl. debt & cash

Top 5 Weight

15.0%

Diversified

Top 10 Weight

27.9%

Diversified

Changes

0 new · 15 exits

Top Sector

Industrial Products

14.3% of portfolio

📋 What Happened This Month Union Active Momentum Fund exited 15 stocks from its portfolio this month. The Federal Bank Limited was the biggest exit (Banks), which was held at 2.86%. Among existing holdings, GE Power India Limited saw the biggest increase — now at 2.94% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 3.64%. MTAR Technologies Limited remains the top holding with Industrial Products the dominant sector at 14.3%. ↓ 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

+3.59%

+22.90%

+14.19%

+10.84%

Latest NAV

₹9.82

24 Jun 2026

52W High

₹10.35

-5% from High

52W Low

₹7.60

+29% 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

2.6%

+ve in 70% windows

16.1% / -17.2%

Crisis Period Behaviour

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

2024–25 Tariff

-26.6%

Rec: not yet

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 ₹9.82 24 Jun 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: ₹9.82

Sector Shift Industry allocation month-over-month

Feb 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Banks	25.7%	16.9%	▼ -8.8%
Capital Markets	5.8%	9.4%	▲ +3.6%
Industrial Products	2.9%	7.9%	▲ +5.0%
Ferrous Metals	8.9%	7.9%	▼ -1.0%
Pharmaceuticals & Biotechnology	2.1%	5.9%	▲ +3.8%
Aerospace & Defense	3.0%	5.8%	▲ +2.9%
Non - Ferrous Metals	5.5%	5.4%	● 0.0%
Electrical Equipment	0.0%	3.7%	▲ +3.7%
Food Products	2.7%	2.9%	▲ +0.2%
Finance	11.2%	2.6%	▼ -8.6%

Apr 2026 → May 2026

Sector	Prev	Curr ▼	Delta
Industrial Products	7.9%	14.3%	▲ +6.4%
Electrical Equipment	3.7%	12.8%	▲ +9.1%
Pharmaceuticals & Biotechnology	5.9%	12.5%	▲ +6.6%
Capital Markets	9.4%	11.4%	▲ +2.0%
Aerospace & Defense	5.8%	6.0%	▲ +0.1%
Power	1.7%	5.2%	▲ +3.5%
Ferrous Metals	7.9%	4.9%	▼ -3.0%
Non - Ferrous Metals	5.4%	4.6%	▼ -0.8%
Banks	16.9%	4.4%	▼ -12.5%
Personal Products	2.2%	2.6%	▲ +0.4%

🔴

Biggest Exit

The Federal Bank Limited

2.86% was held · Banks

↑

Biggest Add

GE Power India Limited

+2.57% · now 2.94%

↓

Biggest Trim

MTAR Technologies Limited

-1.29% · now 3.64%

👋 Other funds also exited

Axis Bank Limited 17 funds

Shriram Finance Limited 16 funds

Indian Bank 13 funds

Tata Steel Limited 13 funds

Titan Company Limited 13 funds

Ashok Leyland Limited 9 funds

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 → May 2026

🔴 15 Exits ↑ 33 Increased ↓ 8 Decreased

#	Stock	Sector	Last Weight (Apr 2026)
1	The Federal Bank Limited ₹12.61 Cr	Banks	2.86%
2	Axis Bank Limited ₹12.01 Cr	Banks	2.73%
3	Ujjivan Small Finance Bank Limited ₹11.90 Cr	Banks	2.70%
4	Indian Bank ₹11.74 Cr	Banks	2.67%
5	Shriram Finance Limited ₹11.56 Cr	Finance	2.63%
6	APL Apollo Tubes Limited ₹10.62 Cr	Industrial Products	2.41%
7	Ashok Leyland Limited ₹9.65 Cr	Agricultural, Commercial & Construction Vehicles	2.19%
8	Adani Ports and Special Economic Zone Limited ₹9.55 Cr	Transport Infrastructure	2.17%
9	Tata Steel Limited ₹9.41 Cr	Ferrous Metals	2.14%
10	JSW Steel Limited ₹8.24 Cr	Ferrous Metals	1.87%
11	City Union Bank Limited ₹8.22 Cr	Banks	1.87%
12	DCB Bank Limited ₹8.18 Cr	Banks	1.86%
13	Acutaas Chemicals Ltd ₹5.51 Cr	Pharmaceuticals & Biotechnology	1.25%
14	Prime Focus Limited ₹4.96 Cr	Entertainment	1.13%
15	Titan Company Limited ₹3.81 Cr	Consumer Durables	0.87%

#	Stock	Sector	Apr 2026	May 2026	Change
1	GE Power India Limited ₹13.95 Cr	Electrical Equipment	0.37%	2.94%	+2.57%
2	Bliss GVS Pharma Limited ₹14.77 Cr	Pharmaceuticals & Biotechnology	0.77%	3.11%	+2.34%
3	TD Power Systems Limited ₹12.09 Cr	Electrical Equipment	0.68%	2.55%	+1.87%
4	Adani Energy Solutions Limited ₹12.47 Cr	Power	0.82%	2.63%	+1.81%
5	Kirloskar Oil Engines Limited ₹12.57 Cr	Industrial Products	0.87%	2.65%	+1.78%
6	Laurus Labs Limited ₹12.35 Cr	Pharmaceuticals & Biotechnology	0.87%	2.60%	+1.73%
7	Steel Authority of India Limited ₹12.28 Cr	Ferrous Metals	0.87%	2.59%	+1.72%
8	Sansera Engineering Limited ₹11.72 Cr	Auto Components	0.77%	2.47%	+1.70%
9	Cummins India Limited ₹12.14 Cr	Industrial Products	0.88%	2.56%	+1.68%
10	GE Vernova T&D India Limited ₹12.04 Cr	Electrical Equipment	0.87%	2.54%	+1.67%
11	Adani Power Limited ₹12.06 Cr	Power	0.88%	2.54%	+1.66%
12	Hitachi Energy India Limited ₹12.07 Cr	Electrical Equipment	0.90%	2.54%	+1.64%
13	BSE Limited ₹11.82 Cr	Capital Markets	0.88%	2.49%	+1.61%
14	Syrma SGS Technology Limited ₹11.29 Cr	Industrial Manufacturing	0.86%	2.38%	+1.52%
15	Aeroflex Industries Ltd. ₹10.72 Cr	Industrial Products	0.80%	2.26%	+1.46%
16	Data Patterns (India) Limited ₹10.95 Cr	Aerospace & Defense	0.88%	2.31%	+1.43%
17	Sterlite Technologies Limited ₹10.99 Cr	Telecom - Equipment & Accessories	0.89%	2.31%	+1.42%
18	Graphite India Limited ₹10.58 Cr	Industrial Products	0.84%	2.23%	+1.39%
19	Glenmark Pharmaceuticals Limited ₹10.70 Cr	Pharmaceuticals & Biotechnology	0.88%	2.26%	+1.38%
20	Anand Rathi Wealth Limited ₹10.64 Cr	Capital Markets	0.88%	2.24%	+1.36%
21	Bank of Maharashtra ₹10.58 Cr	Banks	0.87%	2.23%	+1.36%
22	Apar Industries Limited ₹10.50 Cr	Electrical Equipment	0.89%	2.21%	+1.32%
23	Granules India Limited ₹9.69 Cr	Pharmaceuticals & Biotechnology	0.75%	2.04%	+1.29%
24	Vardhman Textiles Limited ₹8.57 Cr	Textiles & Apparels	0.64%	1.81%	+1.17%
25	Sai Life Sciences Limited ₹11.61 Cr	Pharmaceuticals & Biotechnology	1.37%	2.45%	+1.08%
26	Gokul Agro Resources Limited ₹7.65 Cr	Agricultural Food & other Products	0.64%	1.61%	+0.97%
27	Precision Wires India Ltd. ₹7.39 Cr	Industrial Products	0.60%	1.56%	+0.96%
28	GALLANTT ISPAT LTD ₹8.59 Cr	Industrial Products	0.87%	1.81%	+0.94%
29	AU Small Finance Bank Limited ₹10.25 Cr	Banks	1.31%	2.16%	+0.85%
30	Aditya Birla Sun Life AMC Limited ₹8.64 Cr	Capital Markets	1.07%	1.82%	+0.75%
31	KSB Limited ₹5.76 Cr	Industrial Products	0.62%	1.21%	+0.59%
32	Bajaj Consumer Care Limited ₹12.28 Cr	Personal Products	2.23%	2.59%	+0.36%
33	Hindalco Industries Limited ₹11.65 Cr	Non - Ferrous Metals	2.39%	2.46%	+0.07%

#	Stock	Sector	Apr 2026	May 2026	Change
1	MTAR Technologies Limited ₹17.26 Cr	Aerospace & Defense	4.93%	3.64%	-1.29%
2	Multi Commodity Exchange of India Limited ₹11.11 Cr	Capital Markets	3.53%	2.34%	-1.19%
3	National Aluminium Company Limited ₹10.36 Cr	Non - Ferrous Metals	3.04%	2.18%	-0.86%
4	Avanti Feeds Limited ₹9.85 Cr	Food Products	2.86%	2.08%	-0.78%
5	Jindal Steel Limited ₹10.86 Cr	Ferrous Metals	3.00%	2.29%	-0.71%
6	Nippon Life India Asset Management Limited ₹11.87 Cr	Capital Markets	3.06%	2.50%	-0.56%
7	Gujarat Mineral Development Corporation Limited ₹10.51 Cr	Minerals & Mining	2.58%	2.22%	-0.36%
8	Navin Fluorine International Limited ₹11.86 Cr	Chemicals & Petrochemicals	2.54%	2.50%	-0.04%

What Stocks Does This Fund Hold?

41 stocks — May 2026

#	Stock	Sector	Weight & Value
1	MTAR Technologies Limited ₹17.26 Cr	Aerospace & Defense	3.64%
2	Bliss GVS Pharma Limited ₹14.77 Cr	Pharmaceuticals & Biotechnology	3.11%
3	GE Power India Limited ₹13.95 Cr	Electrical Equipment	2.94%
4	Kirloskar Oil Engines Limited ₹12.57 Cr	Industrial Products	2.65%
5	Adani Energy Solutions Limited ₹12.47 Cr	Power	2.63%
6	Laurus Labs Limited ₹12.35 Cr	Pharmaceuticals & Biotechnology	2.60%
7	Steel Authority of India Limited ₹12.28 Cr	Ferrous Metals	2.59%
8	Bajaj Consumer Care Limited ₹12.28 Cr	Personal Products	2.59%
9	Cummins India Limited ₹12.14 Cr	Industrial Products	2.56%
10	TD Power Systems Limited ₹12.09 Cr	Electrical Equipment	2.55%
11	Adani Power Limited ₹12.06 Cr	Power	2.54%
12	GE Vernova T&D India Limited ₹12.04 Cr	Electrical Equipment	2.54%
13	Hitachi Energy India Limited ₹12.07 Cr	Electrical Equipment	2.54%
14	Nippon Life India Asset Management Limited ₹11.87 Cr	Capital Markets	2.50%
15	Navin Fluorine International Limited ₹11.86 Cr	Chemicals & Petrochemicals	2.50%
16	BSE Limited ₹11.82 Cr	Capital Markets	2.49%
17	Sansera Engineering Limited ₹11.72 Cr	Auto Components	2.47%
18	Hindalco Industries Limited ₹11.65 Cr	Non - Ferrous Metals	2.46%
19	Sai Life Sciences Limited ₹11.61 Cr	Pharmaceuticals & Biotechnology	2.45%
20	Syrma SGS Technology Limited ₹11.29 Cr	Industrial Manufacturing	2.38%
21	Multi Commodity Exchange of India Limited ₹11.11 Cr	Capital Markets	2.34%
22	Data Patterns (India) Limited ₹10.95 Cr	Aerospace & Defense	2.31%
23	Sterlite Technologies Limited ₹10.99 Cr	Telecom - Equipment & Accessories	2.31%
24	Jindal Steel Limited ₹10.86 Cr	Ferrous Metals	2.29%
25	Aeroflex Industries Ltd. ₹10.72 Cr	Industrial Products	2.26%
26	Glenmark Pharmaceuticals Limited ₹10.70 Cr	Pharmaceuticals & Biotechnology	2.26%
27	Anand Rathi Wealth Limited ₹10.64 Cr	Capital Markets	2.24%
28	Graphite India Limited ₹10.58 Cr	Industrial Products	2.23%
29	Bank of Maharashtra ₹10.58 Cr	Banks	2.23%
30	Gujarat Mineral Development Corporation Limited ₹10.51 Cr	Minerals & Mining	2.22%
31	Apar Industries Limited ₹10.50 Cr	Electrical Equipment	2.21%
32	National Aluminium Company Limited ₹10.36 Cr	Non - Ferrous Metals	2.18%
33	AU Small Finance Bank Limited ₹10.25 Cr	Banks	2.16%
34	Avanti Feeds Limited ₹9.85 Cr	Food Products	2.08%
35	Granules India Limited ₹9.69 Cr	Pharmaceuticals & Biotechnology	2.04%
36	Aditya Birla Sun Life AMC Limited ₹8.64 Cr	Capital Markets	1.82%
37	GALLANTT ISPAT LTD ₹8.59 Cr	Industrial Products	1.81%
38	Vardhman Textiles Limited ₹8.57 Cr	Textiles & Apparels	1.81%
39	Gokul Agro Resources Limited ₹7.65 Cr	Agricultural Food & other Products	1.61%
40	Precision Wires India Ltd. ₹7.39 Cr	Industrial Products	1.56%
41	KSB Limited ₹5.76 Cr	Industrial Products	1.21%