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Union Active Momentum Fund - Regular Plan - IDCW Option

Category: Equity: Thematic-Active-Momentum Launch Date: 19-12-2024
AUM:

493.45 Cr

Expense Ratio

3.86%

Benchmark

Nifty 500 TRI

ISIN

INF582M01KD6

Minimum Investment

1000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

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
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
9.86
Last change
-0.01 (-0.1014%)
Fund Size (AUM)
₹ 493.45 Cr
Performance
-0.98% (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
Gaurav Chopra, Sanjay Bembalkar
Riskometer
Very High

Top 10 Holdings

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 Allocation

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