Category: Equity: Thematic-Others |
Launch Date: 19-12-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 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(Source:AMFI) |
Turn over: - |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Standard Deviation | - |
Sharpe Ratio | - |
Alpha | - |
Beta | - |
Yield to Maturity | - |
Average Maturity | - |
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 - Growth Option | 19-12-2024 | - | - | - | - | - |
Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 16.64 | 25.63 | 17.35 | 28.12 | - |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 14.28 | 31.59 | 22.88 | 34.33 | - |
Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 14.12 | - | - | - | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 14.08 | 24.15 | - | - | - |
ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.76 | 28.04 | 19.76 | 27.8 | 13.64 |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 13.29 | 40.27 | 29.31 | 32.47 | 15.51 |
HDFC Defence Fund - Growth Option | 02-06-2023 | 13.14 | - | - | - | - |
ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 13.13 | - | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 12.15 | 28.62 | 21.27 | 28.51 | 12.78 |
Small Cap
40.56%
Others
10.0%
Large Cap
18.6%
Mid Cap
30.84%