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

Union Active Momentum IDCW Payout Direct Plan

NAV
₹8.6900
-0.34%
(19 Nov)
AUM
467 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 above 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
+12.3%
+12.3%
+12.2%
+12.2%
NA
3Y
+30.8%
+30.8%
+31.1%
+31.1%
NA
5Y
+32.7%
+32.7%
+31.2%
+31.2%
NA
ALL
+12.3%
+12.3%
+16.9%
+16.9%
-13.1%
VOL
20.1%
20.1%
20.1%
20.1%
19.3%
TER
0.8%
0.8%
0.9%
0.9%
1.0%
AUM
₹5,714 Cr
₹5,714 Cr
₹1,466 Cr
₹1,466 Cr
₹467 Cr
INFO
0.61
0.61
0.84
0.84
-0.68
See fund holdings as of 31st Oct
Top holdings
Treps
3.6%
Indian Bank
3.5%
L&T Finance Ltd
3.2%
HBL Engineering Ltd
3.2%
Aditya Birla Capital Ltd
3.1%
CarTrade Tech Ltd
3.1%
Jayaswal NECO Industries Ltd
3.1%
GE Vernova T&D India Ltd
3.1%
Maruti Suzuki India Ltd
3.0%
Muthoot Finance Ltd
3.0%
Top industry exposure
Consumer Cyclical
29.4%
Financial Services
19.9%
Basic Materials
14.6%
Industrials
11.3%
Consumer Defensive
9.8%
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