02 Apr, 12:54 - Indian

SENSEX 76398.82 (0.49)

Nifty 50 23278.95 (0.49)

Nifty Bank 51183.5 (0.70)

Nifty IT 36255.35 (0.76)

Nifty Midcap 100 51819.05 (1.15)

Nifty Next 50 62767.85 (0.63)

Nifty Pharma 20882.35 (0.53)

Nifty Smallcap 100 16112.35 (0.81)

02 Apr, 12:54 - Global

NIKKEI 225 35725.87 (0.28)

HANG SENG 23197.48 (-0.04)

S&P 5673.75 (-0.22)

Login/Signup
Careers

Fund Overview

Union Active Momentum Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

8.09

Inception Date

19-12-2024

Category

Equity - Diversified
Investment Objectives

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

Risk O Meter
img
Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Union Active Momentum Fund - Regular (G) -20.92 NA NA NA NA NA -19.10
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 0.00 Lakh

10,000 investment Grown to 0.00 Lakh

1Lakh investment Grown to 1.04 Lakh

img
Key Parameters
AUM(₹ Cr.) 358
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 1000
Expense Ratio (%) 0
Benchmark Nifty 500 TRI
Fund Manager Sanjay Bembalkar
Exit 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.
Incrimental Invest(₹) 1000
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 28 02 25 )
Company Asset No.of shares Value (₹ in Cr)
Fortis Health. Equity 129937 7.96
Indian Hotels Co Equity 107691 7.71
Dixon Technolog. Equity 5463 7.61
KFin Technolog. Equity 85586 7.45
PB Fintech. Equity 49679 7.27
PG Electroplast Equity 90400 7.19
Amber Enterp. Equity 12512 7.04
Piramal Pharma Equity 358310 6.80
HDFC Bank Equity 38938 6.75
Eicher Motors Equity 14031 6.70
Interglobe Aviat Equity 14877 6.66
Coforge Equity 9008 6.63
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Union Active Momentum Fund 357.92 NA NA NA -19.10 19-Dec-2024 -15.3982 3.15
Motilal Oswal Large Cap Fund 1,680.68 22.27 NA NA 22.20 06-Feb-2024 0.8494 4.23
HDFC Defence Fund 3,880.46 17.36 NA NA 44.74 02-Jun-2023 0.8804 8.45
Motilal Oswal Small Cap Fund 3,716.36 16.05 NA NA 18.40 26-Dec-2023 0.3828 6.00
Invesco India Midcap Fund 5,246.54 16.00 20.89 31.40 16.35 19-Apr-2007 0.7882 4.80
Bandhan Small Cap Fund 8,474.84 15.77 23.47 36.15 31.61 25-Feb-2020 0.8965 5.28
Motilal Oswal Flexi Cap Fund 11,171.69 15.19 19.62 24.41 17.11 28-Apr-2014 0.753 4.56
Motilal Oswal Midcap Fund 23,703.68 14.16 26.73 37.32 22.04 24-Feb-2014 1.0408 5.41
Edelweiss Mid Cap Fund 7,729.29 14.02 20.98 34.86 13.32 27-Dec-2007 0.8155 4.79
DSP Focus Fund 2,258.59 13.97 15.51 24.32 11.57 10-Jun-2010 0.5404 4.35
1 2 3  Next