₹ 440.27 Cr
13.5%
NIFTY 500 TRI
INF582M01KC8
1000.0
1000.0
500
Gaurav Chopra, Sanjay Bembalkar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Union Active Momentum Fund - Regular Plan - Growth Option | 7.22 | - | - |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
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 | 9.7 |
| MTAR TECHNOLOGIES LIMITED EQ | 4.93 |
| Multi Commodity Exchange of India Ltd | 3.53 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ | 3.06 |
| NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/- | 3.04 |
| JINDAL STEEL & POWER LIMITED EQ. NEW RS.1 | 3.0 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.86 |
| AVANTI FEEDS LIMITED EQ NEW FV RE. 1/- | 2.86 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.73 |
| UJJIVAN SMALL FINANCE BANK LIMITED EQ | 2.7 |
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.92 |
| Capital Goods | 20.46 |
| Metals & Mining | 15.89 |
| Healthcare | 5.89 |
| Fast Moving Consumer Goods | 5.73 |
| Chemicals | 2.54 |
| Services | 2.17 |
| Power | 1.7 |
| Media, Entertainment & Publication | 1.13 |
| Telecommunication | 0.89 |
| Scheme Name | 5Y (%) |
|---|---|
| Union Active Momentum Fund Reg Gr | 0.0 |