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

Union Active Momentum IDCW Reinvest Direct Plan

NAV
₹8.1000
+1.63%
(17 Mar)
AUM
445 Cr
TER
0.97%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+24.5%
+24.5%
+24.5%
+22.4%
+4.8%
3Y
+33.1%
+33.1%
+33.1%
+30.6%
NA
5Y
+27.0%
+27.0%
+27.0%
+25.2%
NA
ALL
+12.1%
+12.1%
+12.1%
+16.1%
-15.6%
VOL
20.0%
20.0%
20.0%
20.1%
19.1%
TER
0.8%
0.8%
0.8%
0.9%
1.0%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹445 Cr
INFO
0.60
0.60
0.60
0.80
-0.82
See fund holdings as of 28th Feb
Top holdings
Indian Bank
3.1%
Jindal Steel Ltd
3.1%
Treps
3.1%
Shriram Finance Ltd
3.1%
Bank of India
3.1%
State Bank of India
3.1%
Bharat Petroleum Corp Ltd
3.1%
The Federal Bank Ltd
3.0%
Axis Bank Ltd
3.0%
Vedanta Ltd
3.0%
Top industry exposure
Financial Services
42.7%
Basic Materials
25.0%
Industrials
8.8%
Consumer Cyclical
6.3%
Energy
6.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
398%
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