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  • Union Active Momentum Fund - Regular Plan - IDCW Option

Union Active Momentum Fund - Regular Plan - IDCW Option

Category: Equity: Thematic-Others
Launch Date: 19-12-2024
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.49% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: 404 Cr As on (31-03-2025)
Turn over:
NAV (₹): 8.26 ₹ -0.16 ( -1.937%)
as on 25-04-2025
CAGR Since Inception - -17.56%
NIFTY 500 TRI - 12.45%

Fund Managers

Sanjay Bembalkar,Gaurav Chopra


Investment Objective

The Scheme seeks 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.

PERFORMANCE of Union Active Momentum Fund - Regular Plan - IDCW Option

Scheme Performance (%) Data as on - 25-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Union Active Momentum Fund - Regular Plan - IDCW Option - - - - -17.56
NIFTY 500 TRI 8.03 15.29 25.48 13.76 12.45
Equity: Thematic-Others 4.61 16.68 27.39 13.25 8.35

RETURNS CALCULATOR for Union Active Momentum Fund - Regular Plan - IDCW Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Union Active Momentum Fund - Regular Plan - IDCW Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Union Active Momentum Fund - Regular Plan - IDCW Option - - - - - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Union Active Momentum Fund Reg IDCW 19-12-2024 0.0 0.0 0.0 0.0 0.0
Sundaram Services Reg Gr 21-09-2018 16.56 25.72 17.49 28.51 0.0
ICICI Pru Exports & Services Gr 01-11-2005 13.86 28.11 19.85 28.12 13.96
ICICI Prudential Innovation Fund Gr 05-04-2023 13.54 0.0 0.0 0.0 0.0
ICICI Pru India Opportunities Cum 05-01-2019 12.45 30.75 23.17 34.56 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 11.07 22.99 0.0 0.0 0.0
Kotak Pioneer Fund Reg Gr 31-10-2019 10.98 27.02 17.48 27.98 0.0
Franklin India Opportunities Gr 05-02-2000 9.89 38.97 29.28 32.61 15.46
ICICI Pru Business Cycle Fund Gr 05-01-2021 9.88 29.04 20.78 0.0 0.0
Union Innovation & Opportunities Fund Reg Gr 06-09-2023 9.71 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Union Active Momentum Fund - Regular Plan - IDCW Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)