₹ 458.8 Cr
2.43%
NIFTY 500 TRI
INF582M01KD6
1000.0
1000.0
500
FM 1 - Mr. Gaurav Chopra, FM 2 - Mr. Sanjay Bembalkar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Union Active Momentum Fund - Regular Plan - IDCW Option | -13.98 | - | - |
| NIFTY 500 TRI | 7.58 | 16.79 | 15.88 |
Equity
Debt
Others
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
| Company | Holdings (%) |
|---|---|
| TREPS | 3.9 |
| MUTHOOT FINANCE LIMITED EQ | 3.2 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 3.13 |
| Canara Bank | 2.96 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 2.96 |
| L & T FINANCE HOLDINGS LIMITED EQ | 2.94 |
| HBL POWER SYSTEMS LIMITED EQ NEW F.V. RE.1/- | 2.88 |
| LAURUS LABS LIMITED EQ NEW FV RS. 2/- | 2.86 |
| FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | 2.85 |
| MARUTI SUZUKI INDIA LIMITED EQ | 2.83 |
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.72 |
| Capital Goods | 21.41 |
| Automobile and Auto Components | 12.77 |
| Healthcare | 9.09 |
| Metals & Mining | 7.17 |
| Consumer Services | 5.64 |
| Fast Moving Consumer Goods | 4.88 |
| Power | 2.68 |
| Chemicals | 2.61 |
| Services | 2.25 |
| Scheme Name | 5Y (%) |
|---|---|
| Union Active Momentum Fund Reg IDCW | 0.0 |
| Union Active Momentum Fund Reg Gr | 0.0 |
| Samco Active Momentum Fund Reg Gr | 0.0 |