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

Union Active Momentum IDCW Payout Direct Plan

NAV
₹8.4900
+0.95%
(19 Dec)
AUM
459 Cr
TER
1.02%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+3.5%
+0.1%
+0.1%
+0.1%
NA
3Y
+28.2%
+28.8%
+28.8%
+28.8%
NA
5Y
+29.4%
+23.5%
+23.5%
+23.5%
NA
ALL
+12.0%
+17.5%
+17.5%
+17.5%
-15.9%
VOL
20.0%
17.8%
17.8%
17.8%
18.8%
TER
0.8%
0.5%
0.5%
0.5%
1.0%
AUM
₹5,763 Cr
₹8,189 Cr
₹8,189 Cr
₹8,189 Cr
₹459 Cr
INFO
0.60
0.98
0.98
0.98
-0.85
See fund holdings as of 30th Nov
Top holdings
Treps
3.9%
Muthoot Finance Ltd
3.2%
Aditya Birla Capital Ltd
3.1%
Canara Bank
3.0%
One97 Communications Ltd
3.0%
L&T Finance Ltd
2.9%
HBL Engineering Ltd
2.9%
Laurus Labs Ltd
2.9%
FSN E-Commerce Ventures Ltd
2.8%
Maruti Suzuki India Ltd
2.8%
Top industry exposure
Financial Services
24.8%
Basic Materials
18.0%
Consumer Cyclical
15.5%
Industrials
15.4%
Technology
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