Union Active Momentum Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Union Active Momentum Growth Direct Plan

NAV
₹9.0000
-0.55%
(1 Jul)
AUM
445 Cr
TER
1.11%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+0.4%
-1.8%
-2.8%
-3.5%
NA
3Y
+40.2%
+41.2%
+37.6%
+38.1%
NA
5Y
+32.7%
+31.2%
+36.8%
+34.0%
NA
ALL
+12.3%
+17.5%
+16.7%
+26.6%
-9.5%
VOL
20.3%
19.8%
19.4%
22.6%
23.4%
TER
0.8%
0.9%
0.8%
0.5%
1.1%
AUM
₹5,259 Cr
₹1,394 Cr
₹1,701 Cr
₹5,582 Cr
₹445 Cr
INFO
0.61
0.88
0.86
1.18
-0.41
See fund holdings as of 31st May
Top holdings
Treps
4.2%
Apollo Micro Systems Ltd Ordinary Shares
3.0%
BSE Ltd
2.8%
Hitachi Energy India Ltd Ordinary Shares
2.7%
Deepak Fertilisers & Petrochemicals Corp Ltd
2.6%
Paradeep Phosphates Ltd
2.6%
Godfrey Phillips India Ltd
2.6%
Bharti Hexacom Ltd
2.6%
Solar Industries India Ltd
2.6%
Mazagon Dock Shipbuilders Ltd
2.6%
Top industry exposure
Financial Services
27.1%
Basic Materials
21.4%
Industrials
18.0%
Healthcare
9.0%
Consumer Defensive
7.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund 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.
Fund manager(s)
Sanjay Bembalkar
Gaurav Chopra

FAQs