389.6 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 | 5.31 | - | - |
| NIFTY 500 TRI | 6.49 | 16.45 | 14.33 |
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 (%) |
|---|---|
| INDIAN BANK EQ | 3.15 |
| JINDAL STEEL & POWER LIMITED EQ. NEW RS.1 | 3.09 |
| TREPS | 3.09 |
| Shriram Finance Limited | 3.07 |
| BANK OF INDIA EQ | 3.06 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.05 |
| BHARAT PETROLEUM CORPORATION LTD. EQ | 3.05 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.04 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.02 |
| VEDANTA LIMITED EQ NEW RS.1/- | 2.96 |
| Sector | Holdings (%) |
|---|---|
| Financial Services | 42.7 |
| Metals & Mining | 20.18 |
| Capital Goods | 8.72 |
| Fast Moving Consumer Goods | 4.5 |
| Automobile and Auto Components | 3.45 |
| Oil, Gas & Consumable Fuels | 3.05 |
| Services | 2.93 |
| Consumer Services | 2.81 |
| Chemicals | 2.76 |
| Media, Entertainment & Publication | 2.7 |