₹ 476.48 Cr
2.44%
NIFTY 500 TRI
INF582M01KD6
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 - IDCW Option | - | - | - |
NIFTY 500 TRI | -2.55 | 16.27 | 21.42 |
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 | 12.23 |
REDINGTON LIMITED EQ NEW F.V. RS.2/- | 2.96 |
NARAYANA HRUDAYALAYA LIMITED EQ | 2.95 |
MCX INDIA LIMITED EQ NEW RS. 10/- | 2.94 |
SRF LIMITED EQ | 2.89 |
BAJAJ HOLDINGS AND INVESTMENT LTD. EQ | 2.84 |
DEEPAK FERTILIZERS AND PETROCHEMICALS CORPORATION LIMITED EQ | 2.84 |
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 2.82 |
HITACHI ENERGY INDIA LIMITED EQ | 2.82 |
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.8 |
Sector | Holdings (%) |
---|---|
Financial Services | 23.31 |
Healthcare | 16.61 |
Capital Goods | 15.58 |
Chemicals | 12.54 |
Telecommunication | 5.03 |
Services | 2.96 |
Media, Entertainment & Publication | 2.63 |
Construction Materials | 2.37 |
Power | 2.04 |
Metals & Mining | 1.86 |
Scheme Name | 5Y (%) |
---|---|
Union Active Momentum Fund Reg IDCW | 0.0 |
Sundaram Services Reg Gr | 25.1 |
ICICI Pru India Opportunities Cum | 30.66 |
ICICI Pru Exports & Services Gr | 24.2 |
ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
Edelweiss Recently Listed IPO Fund Reg Gr | 20.52 |
Franklin India Opportunities Gr | 29.54 |
ICICI Pru Commodities Gr | 33.09 |
HDFC Defence Fund Gr | 0.0 |
SBI COMMA Fund Reg PLAN Gr | 21.39 |