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

Union Active Momentum Growth Direct Plan

NAV
₹9.3600
-0.32%
(17 Jan)
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+20.2%
+18.4%
+15.8%
+5.9%
NA
3Y
+29.9%
+31.8%
+29.0%
+29.3%
NA
5Y
+28.7%
+24.1%
+25.9%
+26.4%
NA
ALL
+17.5%
+11.9%
+16.8%
+26.3%
-6.1%
VOL
18.1%
20.3%
19.7%
22.7%
27.1%
TER
1.2%
0.8%
0.8%
0.5%
NA
AUM
₹6,911 Cr
₹4,572 Cr
₹1,286 Cr
₹5,237 Cr
NA
INFO
0.96
0.58
0.85
1.16
-0.23
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