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

Union Active Momentum Growth Direct Plan

NAV
₹8.8000
+1.38%
(29 Jul)
AUM
476 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
+1.9%
-7.8%
-8.1%
-10.7%
NA
3Y
+32.8%
+35.1%
+35.3%
+32.9%
NA
5Y
+30.9%
+31.1%
+29.5%
+32.1%
NA
ALL
+18.3%
+11.9%
+17.0%
+25.3%
-13.2%
VOL
16.3%
20.3%
19.8%
22.5%
22.2%
TER
0.5%
0.8%
0.9%
0.5%
1.1%
AUM
₹7,200 Cr
₹5,427 Cr
₹1,439 Cr
₹5,687 Cr
₹476 Cr
INFO
1.12
0.59
0.86
1.13
-0.60
See fund holdings as of 30th Jun
Top holdings
Treps
12.2%
Redington Ltd
3.0%
Narayana Hrudayalaya Ltd
2.9%
Multi Commodity Exchange of India Ltd
2.9%
SRF Ltd
2.9%
Bajaj Holdings and Investment Ltd
2.8%
Deepak Fertilisers & Petrochemicals Corp Ltd
2.8%
Divi's Laboratories Ltd
2.8%
Hitachi Energy India Ltd Ordinary Shares
2.8%
Bharat Electronics Ltd
2.8%
Top industry exposure
Financial Services
23.3%
Industrials
17.8%
Healthcare
16.6%
Basic Materials
15.8%
Communication Services
7.7%
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