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

Union Active Momentum Growth Direct Plan

NAV
₹8.7300
+0.81%
(16 Sep)
AUM
457 Cr
TER
1.11%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+4.3%
+1.4%
-3.0%
-3.5%
NA
3Y
+29.5%
+29.4%
+30.0%
+30.1%
NA
5Y
+22.9%
+30.4%
+31.9%
+30.3%
NA
ALL
+22.9%
+18.4%
+11.9%
+16.9%
-13.4%
VOL
15.3%
16.3%
20.2%
19.7%
20.6%
TER
1.0%
0.5%
0.8%
0.9%
1.1%
AUM
₹6,162 Cr
₹7,509 Cr
₹5,179 Cr
₹1,341 Cr
₹457 Cr
INFO
1.50
1.13
0.59
0.86
-0.65
See fund holdings as of 31st Aug
Top holdings
Treps
10.9%
Apollo Micro Systems Ltd Ordinary Shares
3.9%
Paradeep Phosphates Ltd
3.8%
Force Motors Ltd
3.8%
Laurus Labs Ltd
3.5%
GE Vernova T&D India Ltd
3.4%
Fortis Healthcare Ltd
3.3%
HDFC Asset Management Co Ltd
3.1%
Hitachi Energy India Ltd Ordinary Shares
2.8%
Max Financial Services Ltd
2.8%
Top industry exposure
Financial Services
23.2%
Industrials
19.0%
Healthcare
18.8%
Basic Materials
17.0%
Communication Services
5.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
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