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Union Active Momentum Fund - Regular Plan - IDCW Option

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

₹ 476.48 Cr

Expense Ratio

2.44%

Benchmark

NIFTY 500 TRI

ISIN

INF582M01KD6

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 - IDCW Option - - -
NIFTY 500 TRI -2.55 16.27 21.42
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
8.57
Last change
-0.1 (-1.1669%)
Fund Size (AUM)
₹ 476.48 Cr
Performance
-14.47% (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 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 Allocation

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