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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Sectoral/ Thematic median (252 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 23 Dec 2024 – 20 Aug 2026, limited by Union Active Momentum Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Union Active Momentum Fund | Nifty 500 |
|---|---|---|
| 23 Dec 2024 | ₹100.00 | ₹100.00 |
| 11 Feb 2025 | ₹82.04 | ₹93.48 |
| 03 Apr 2025 | ₹81.44 | ₹94.78 |
| 23 May 2025 | ₹84.13 | ₹101.65 |
| 13 Jul 2025 | ₹86.73 | ₹103.88 |
| 01 Sep 2025 | ₹85.03 | ₹101.34 |
| 22 Oct 2025 | ₹87.03 | ₹106.01 |
| 11 Dec 2025 | ₹83.03 | ₹105.08 |
| 30 Jan 2026 | ₹83.73 | ₹102.98 |
| 22 Mar 2026 | ₹78.54 | ₹95.16 |
| 11 May 2026 | ₹88.42 | ₹101.71 |
| 01 Jul 2026 | ₹96.31 | ₹103.12 |
| 20 Aug 2026 | ₹98.90 | ₹104.91 |
| Metric | Union · Regular NAV ₹9.91 Very High risk ★★★☆☆ 1Y | Category median Sectoral/ Thematic · 252 funds |
|---|---|---|
| +14.43% | +5.83% | |
| — | +15.63% | |
| — | +13.23% | |
| — | +13.85% | |
| -0.66% | +12.26% | |
| +17.89% | — | |
| — | +15.60% | |
| — | +14.52% | |
| — | +13.74% | |
| Risk | ||
| 19.45% | 15.62% | |
| 0.41 | 0.43 | |
| 0.54 | 0.59 | |
| -26.76% | -23.65% | |
| Nifty 500 | — | |
| — | +3.42% | |
| — | 0.95 | |
| — | 105.9% | |
| — | 93.6% | |
| 3.87% | 2.39% | |
| ₹455.64Cr | ₹1,161Cr | |
| 1.00% | — | |
| None | — | |
| ₹500 | — | |
| ₹1.00K | — | |
| 361% | 45% | |
| Gaurav Chopra · 1.7y | — | |
| 23 Dec 2024 | — | |
| 39 | — | |
| 27.8% | — | |
| 5.0% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.