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Union Active Momentum Fund - Regular Plan - Growth Option

Category: Equity: Thematic-Others Launch Date: 19-12-2024
AUM:

₹ 444.92 Cr

Expense Ratio

2.44%

Benchmark

NIFTY 500 TRI

ISIN

INF582M01KC8

Minimum Investment

1000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

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
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
8.72
Last change
0.03 (0.344%)
Fund Size (AUM)
₹ 444.92 Cr
Performance
-12.97% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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.

Fund Manager
FM 1 - Mr. Gaurav Chopra, FM 2 - Mr. Sanjay Bembalkar
Riskometer
Very High

Top 10 Holdings

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 Allocation

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