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

Union Active Momentum Growth Direct Plan

NAV
₹8.0300
-1.11%
(21 Feb)
AUM
385 Cr
TER
1.06%
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
+6.9%
-2.5%
-3.9%
-9.2%
NA
3Y
+28.9%
+30.8%
+28.6%
+29.1%
NA
5Y
+29.0%
+23.5%
+22.8%
+26.6%
NA
ALL
+16.8%
+11.3%
+16.1%
+24.8%
-18.8%
VOL
18.2%
20.4%
19.8%
22.8%
29.7%
TER
1.1%
0.8%
0.8%
0.6%
1.1%
AUM
₹7,435 Cr
₹4,543 Cr
₹1,230 Cr
₹5,169 Cr
₹385 Cr
INFO
0.93
0.56
0.81
1.09
-0.63
See fund holdings as of 31st Jan
Top holdings
Treps
9.7%
Muthoot Finance Ltd
2.7%
Jubilant Foodworks Ltd
2.7%
PB Fintech Ltd
2.7%
Greaves Cotton Ltd
2.7%
PG Electroplast Ltd
2.6%
Fortis Healthcare Ltd
2.6%
Indian Hotels Co Ltd
2.6%
Zomato Ltd
2.6%
Coromandel International Ltd
2.5%
Top industry exposure
Industrials
22.9%
Technology
17.3%
Healthcare
14.3%
Financial Services
11.9%
Consumer Cyclical
10.4%
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