₹ 444.92 Cr
2.44%
NIFTY 500 TRI
INF582M01KC8
1000.0
1000.0
500
FM 1 - Mr. Gaurav Chopra, FM 2 - Mr. Sanjay Bembalkar
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Union Active Momentum Fund - Regular Plan - Growth Option | - | - | - |
NIFTY 500 TRI | 4.85 | 21.97 | 24.42 |
Equity
Debt
Others
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.
Company | Holdings (%) |
---|---|
TREPS | 4.17 |
APOLLO MICRO SYSTEMS LIMITED EQ NEW FV RE 1/- | 2.95 |
BSE LIMITED EQ NEW FV RS. 2/- | 2.82 |
HITACHI ENERGY INDIA LIMITED EQ | 2.71 |
DEEPAK FERTILIZERS AND PETROCHEMICALS CORPORATION LIMITED EQ | 2.64 |
PARADEEP PHOSPHATES LIMITED EQ | 2.62 |
GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/- | 2.58 |
Bharti Hexacom Limited | 2.57 |
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 2.57 |
Mazagon Dock Shipbuilders Limited | 2.56 |
Sector | Holdings (%) |
---|---|
Financial Services | 27.11 |
Capital Goods | 17.95 |
Chemicals | 10.13 |
Healthcare | 9.02 |
Fast Moving Consumer Goods | 7.32 |
Construction Materials | 6.5 |
Services | 4.57 |
N/A | 4.04 |
Telecommunication | 2.57 |
Consumer Services | 2.5 |