493.45 Cr
3.86%
Nifty 500 TRI
INF582M01KD6
1000.0
1000.0
500
Gaurav Chopra, Sanjay Bembalkar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Union Active Momentum Fund - Regular Plan - IDCW Option | 15.05 | - | - |
| NIFTY 500 TRI | 4.99 | 13.01 | 12.02 |
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 | 5.39 |
| KIRLOSKAR OIL ENGINES LIMITED EQ | 3.06 |
| BLISS GVS PHARMA LIMITED EQ NEW RE. 1/- | 2.89 |
| SYRMA SGS TECHNOLOGY LIMITED EQ | 2.88 |
| MTAR TECHNOLOGIES LIMITED EQ | 2.82 |
| APAR INDUSTRIES LIMITED EQ | 2.81 |
| LAURUS LABS LIMITED EQ NEW FV RS. 2/- | 2.74 |
| AEROFLEX INDUSTRIES LIMITED EQ NEW FV Rs. 2/- | 2.67 |
| BANK OF MAHARASHTRA EQ | 2.66 |
| ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/- | 2.65 |
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 28.0 |
| Healthcare | 19.99 |
| Automobile and Auto Components | 12.73 |
| Financial Services | 11.99 |
| Power | 7.03 |
| Metals & Mining | 5.99 |
| Fast Moving Consumer Goods | 2.65 |
| Chemicals | 2.54 |
| Information Technology | 2.12 |
| Consumer Durables | 1.9 |