₹ 457.1 Cr
2.44%
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 | - | - | - |
NIFTY 500 TRI | -6.34 | 16.64 | 21.14 |
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 | 10.9 |
APOLLO MICRO SYSTEMS LIMITED EQ NEW FV RE 1/- | 3.91 |
PARADEEP PHOSPHATES LIMITED EQ | 3.82 |
FORCE MOTORS LIMITED EQ | 3.77 |
LAURUS LABS LIMITED EQ NEW FV RS. 2/- | 3.45 |
GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.44 |
FORTIS HEALTHCARE LIMITED. EQ | 3.29 |
HDFC ASSET MANAGEMENT COMPANY LTD EQ NEW FV RS. 5/- | 3.07 |
HITACHI ENERGY INDIA LIMITED EQ | 2.8 |
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 2.8 |
Sector | Holdings (%) |
---|---|
Financial Services | 23.24 |
Healthcare | 18.84 |
Capital Goods | 17.61 |
Chemicals | 12.03 |
Telecommunication | 5.17 |
Automobile and Auto Components | 3.77 |
Construction Materials | 2.8 |
Services | 2.28 |
Metals & Mining | 2.17 |
Construction | 1.37 |
Scheme Name | 5Y (%) |
---|---|
Union Active Momentum Fund Reg IDCW | 0.0 |
Samco Active Momentum Fund Reg Gr | 0.0 |