Union Active Momentum Fund Regular Growth
EquityEquity - Other
8.66
0.00(0.00%)
NAV as on 07 Jan, 2026
CAGR
-12.79%
- AUM (Crs.)458.81
- Expense Ratio2.43 %
- Sharpe Ratio / Category Average-
- Standard Deviation / Category Average-
- Beta / Category Average-
- Portfolio Turnover / Category Average123.38 / 93.62
- Top 5 Stocks Wt.15.19
- Top 10 Stocks Wt.29.45
- Top 3 Sectors Wt.58.33
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
|---|
Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryGaurav Chopra, Sanjay Bembalkar
- Launch Date19 Dec, 2024
- BenchmarkS&P BSE 500
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.
Riskometer
More Funds From
| Fund Name | Morningstar Rating | AUM (cr.) | 1Y Returns | 3Y Returns | 5Y Returns |
|---|