Union Active Momentum Fund — Rolling Returns & Performance Analysis
Union Active Momentum Fund (Direct Plan) is an Equity Fund from Union Mutual Fund — a fund that invests primarily in stocks for long-term growth. This page analyses its rolling returns, long-term performance and return consistency using its full NAV history (AMFI scheme code 153109).
Most sites show Union Active Momentum Fund's return for a single hand-picked period, which can make almost any fund look good or bad depending on the dates chosen. This tool instead tests Union Active Momentum Fund across every possible entry date, so you can see how it would have performed no matter when you invested — the honest way to judge an equity fund.
Union Active Momentum Fund rolling returns explained
Each point on the chart is Union Active Momentum Fund's annualised CAGR for a holding period (1M to 10Y) ending on that date. The statistics show the best, worst, median and average return, plus how often the fund ended positive — a direct measure of consistency.
Frequently asked questions
What are the rolling returns of Union Active Momentum Fund?
Rolling returns for Union Active Momentum Fund measure its annualised return (CAGR) for every possible entry date across its history — not just one flattering period. The interactive chart shows its 1-year, 3-year, 5-year, 7-year and 10-year rolling returns, with the best, worst, median and average outcome for each window.
Is Union Active Momentum Fund a consistent performer?
Judge consistency by the share of positive periods and the gap between the best and worst rolling return. A high share of positive periods and a narrow range mean Union Active Momentum Fund delivered more reliably regardless of when you invested.
What is the 5-year return of Union Active Momentum Fund?
Rather than one 5-year number that depends on the start date, this tool shows the full range of 5-year returns Union Active Momentum Fund has delivered across every historical starting point — its best, worst, median and average 5-year CAGR.
How is Union Active Momentum Fund's performance calculated?
Returns are computed from Union Active Momentum Fund's official daily NAV history from AMFI via mfapi.in. Windows of one year or more show annualised CAGR; 1-month, 3-month and 6-month windows show absolute return.