Sectoral · Thematic
Union Active Momentum Fund - Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
-0.24
Return per unit of risk · rf 6.5%
Sortino (3Y)
-0.3
Downside-only Sharpe
Max Drawdown
-26.6%
Peak-to-trough · full history
Vol (3Y)
19.4%
Annualised σ of daily returns
Positive Days
52%
Smoothness proxy
This fund has delivered negative risk-adjusted returns over the last 3 years (Sharpe -0.24). Its worst peak-to-trough drop over the full history was 26.6% (moderate drawdowns) between 2025-01-03 and 2025-02-28. About 52% of trading days closed up.
YTD
+18.0%
Calendar YTD
1 Year
+18.6%
Trailing 12 mo
3 Year
—
CAGR
5 Year
—
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
Not enough NAV history yet to compute rolling windows. Fund needs at least 3 years on file.
🏁 Peer Comparison · Top in Sectoral
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
HDFC Transportation and Logistics Fund
HDFC Mutual Fund
|
+6.9% | +25.0% | — | — |
|
SBI Healthcare Opportunities Fund
SBI Mutual Fund
|
+20.6% | +24.5% | +18.9% | — |
|
UTI - Healthcare Fund
UTI Mutual Fund
|
+16.3% | +24.4% | +16.5% | — |
|
LIC MF Infrastructure Fund
LIC Mutual Fund
|
+8.6% | +24.1% | +22.3% | — |
|
Franklin Asian Equity Fund
Franklin Templeton Mutual Fund
|
+35.2% | +23.6% | +10.0% | — |
|
LIC MF Healthcare Fund
LIC Mutual Fund
|
+15.4% | +22.7% | — | — |
|
Union Active Momentum Fund (this fund)
Union Mutual Fund
|
+18.6% | — | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.