Union Active Momentum Fund - Regular Plan - IDCW Option
Category: Equity: Thematic-Others
Launch Date: 19-12-2024
AUM:
₹ 404 Cr
Expense Ratio
2.49%
Benchmark
NIFTY 500 TRI
ISIN
INF582M01KD6
Minimum Investment
0.0
Minimum Topup
0.0
Minimum SIP Amount
500
Fund Manager
Sanjay Bembalkar,Gaurav Chopra
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Union Active Momentum Fund - Regular Plan - IDCW Option | - | - | - |
| NIFTY 500 TRI | 5.95 | 15.33 | 23.64 |
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
8.26
Last change
-0.07 (-0.8475%)
Fund Size (AUM)
₹ 404 Cr
Performance
-17.56% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks 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.
Fund Manager
Sanjay Bembalkar,Gaurav Chopra
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 9.82 |
| BSE LIMITED EQ NEW FV RS. 2/- | 2.44 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.25 |
| AMBER ENTERPRISES INDIA LIMITED EQ | 2.23 |
| FIRSTSOURCE SOLUTIONS LIMITED EQ | 2.15 |
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 2.14 |
| SBI CARDS AND PAYMENT SERVICES LIMITED EQ | 2.13 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.12 |
| THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- | 2.1 |
| HITACHI ENERGY INDIA LIMITED EQ | 2.09 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.04 |
| Healthcare | 17.66 |
| Chemicals | 12.18 |
| N/A | 10.0 |
| Consumer Durables | 9.75 |
| Capital Goods | 7.63 |
| Services | 6.34 |
| Metals & Mining | 3.94 |
| Consumer Services | 3.79 |
| Fast Moving Consumer Goods | 3.55 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Union Active Momentum Fund Reg IDCW | 0.0 |
| Sundaram Services Reg Gr | 26.9 |
| ICICI Pru India Opportunities Cum | 32.91 |
| ICICI Pru Exports & Services Gr | 26.99 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| Kotak Pioneer Fund Reg Gr | 26.61 |
| Franklin India Opportunities Gr | 31.33 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |