Union Active Momentum Fund - Regular Plan - IDCW Option
Fund House: Union Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 19-12-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.44% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 444.92 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: 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. |
8.94
0.13 (1.4541%)
-10.78%
Benchmark: 12.62%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment 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. 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Union Active Momentum Fund - Regular Plan - IDCW Option | 19-12-2024 | - | - | - | - | - |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 17.93 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 16.92 | 24.04 | 24.03 | 26.97 | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 16.42 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 12.05 | 28.44 | 28.76 | 31.92 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 10.74 | 27.11 | 24.45 | 26.5 | 14.19 |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.53 | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 9.88 | 28.28 | 26.58 | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 8.64 | 59.45 | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 8.58 | 22.81 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
37.35%
Others
4.04%
Large Cap
24.12%
Mid Cap
34.49%
