₹ 456.55 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 | 5.06 | 17.41 | 20.65 |
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 | 4.43 |
| PARADEEP PHOSPHATES LIMITED EQ | 3.25 |
| INDIAN BANK EQ | 3.17 |
| APOLLO MICRO SYSTEMS LIMITED EQ NEW FV RE 1/- | 3.16 |
| MARUTI SUZUKI INDIA LIMITED EQ | 3.08 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.07 |
| L & T FINANCE HOLDINGS LIMITED EQ | 3.03 |
| MUTHOOT FINANCE LIMITED EQ | 2.96 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 2.9 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 2.89 |
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.63 |
| Automobile and Auto Components | 20.17 |
| Capital Goods | 10.74 |
| Consumer Services | 9.95 |
| Fast Moving Consumer Goods | 9.86 |
| Healthcare | 8.17 |
| Construction Materials | 7.21 |
| Chemicals | 3.25 |
| Power | 2.63 |
| Metals & Mining | 2.09 |
| Scheme Name | 5Y (%) |
|---|---|
| Union Active Momentum Fund Reg Gr | 0.0 |
| Samco Active Momentum Fund Reg Gr | 0.0 |