Name: SYKES & RAY EQUITIES (I) LTD.
Address: 3rd Floor, Cama Building, Dalal St, Kala Ghoda, Fort, Mumbai, 400001, IN
Telephone: 022 6193 7300

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Scheme Snapshot

Union Active Momentum Fund

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Fund :	Union Mutual Fund
Category :	Equity - Sectoral/Thematic
Type :	Open Ended
NAV(02/04/2026)	7.8000

Percentage Returns :
1 Month Ago :	-8.56%
3 Months Ago :	-9.93%
1 Year Ago :	-4.65%

Snapshot

Inception Date	28/11/2024	Fund Manager	Mr. Gaurav Chopra
Initial Price	10.00	Min. Invest.	rs 1000
Objectives	The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit relatively superior price momentum - based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. The portfolio of stocks will be selected, weighted and rebalanced using proprietary screens. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Entry Load	Nil
Exit Load	1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.
Scheme Plan	Growth
Scheme Class	Equity - Sector Fund
Scheme Type	Open Ended

Trailing Returns

Type	1 Mth(in %)	3 Mths(in %)	1 Yr(in %)	3 Yrs(in %)
Scheme	-8.56	-9.93	-4.65	0
Category	-7.13	-10.58	1.32	18.88
Sensex	-8.62	-14.51	-4.3	7.52
Nifty	-8.66	-13.73	-2.65	9.37

NAV Chart

Other Options

Options	NAV(₹)
Growth	7.8000 (02/04/2026)
IDCW	7.8000 (02/04/2026)

Scheme Size

Holding Date	Value (₹ Cr)
28/02/2026	445.02
31/01/2026	436.13
31/12/2025	457.35
30/11/2025	458.81
31/10/2025	467.09

Mutual Fund

Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East),, Mumbai, Maharashtra, India - 400059
Email : investorcare@unionmf.com
Web : https://www.unionmf.com

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