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: 2.45% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 0.0 |
| Minimum Topup: 0.0 |
| Total Assets: 358 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - |
8.21
-0.02 (-0.2436%)
-18.06%
Benchmark: 12.34%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
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 | - | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 20.26 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 15.08 | 39.0 | 27.61 | 34.05 | 14.85 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 13.48 | 29.44 | 20.63 | 28.95 | 12.39 |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.37 | 27.74 | 19.1 | 29.58 | 13.36 |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 12.71 | - | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 12.04 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 12.04 | 23.99 | 15.23 | 27.74 | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 11.87 | 31.45 | 23.45 | 36.31 | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 11.84 | 23.26 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.25%
Others
13.63%
Large Cap
24.47%
Mid Cap
35.65%
