Union Active Momentum Fund-Reg(G)
Scheme Returns
-8.72%
Category Returns
-10.15%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Union Active Momentum Fund-Reg(G) | -1.75 | -0.25 | -8.72 | -7.54 | -4.62 | 0.00 | 0.00 | 0.00 | -17.37 |
| Equity - Thematic Fund - Other | -15.86 | -2.89 | -10.15 | -8.14 | 3.21 | 17.49 | 12.78 | 13.67 | 6.03 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Union Asset Management Company Pvt. Ltd.
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Fund
Union Mutual Fund
Snapshot
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Inception Date
19-Dec-2024
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
41,051.75
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Scheme Plan
--
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Scheme Class
Equity - Thematic Fund - Other
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Objectives
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 beselected, weighted and rebalanced using proprietary screens.
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Scheme Type
Open ended scheme
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Min. Investment
₹1,000
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Exit Load
1
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Latest NAV
7.85
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Fund Manager
Mr. Gaurav Chopra
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Fund Manager Profile
--
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Fund Information
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AMC
Union Asset Management Company Pvt. Ltd.
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Address
Unit 503, 5 Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059
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Phone
022-6748 3300
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Fax
022- 6748 3400/3401/3402
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Email
investorcare@unionmf.com
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Website
www.unionmf.com
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Registrar Agent
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Registrar
Computer Age Management Services Limited
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Address
178 / 10, Kodambakkam High Road, Opp. Palmgroove Hotel, M.G.R. Salai, Nungambakkam, Chennai - 600 034
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Phone
(044) 39115574, 39115583
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Fax
(044) 28291521
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Email
camslb@camsonline.com
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Website
www.camsonline.com
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| eClerx Services Ltd. | 869.87 | 1.99 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| IT | 1.99% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Bandhan TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | 260.72 | -11.9 | -11.71 | -9.41 | 13.33 | 22.22 |
| SBI Comma Fund - REGULAR PLAN - Growth | 427.78 | -7.51 | -1.14 | 2.03 | 11.69 | 19.78 |
| UTI-Transpotation and Logistics Fund-Growth Option | 7.2 | -11.96 | -12.62 | -11.94 | 10.01 | 22.41 |
| LIC MF Manufacturing Fund-Regular Plan-Growth | 908.77 | -8.16 | -5.02 | -5.28 | 9.57 | 0 |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 717.63 | -9.17 | -5.46 | -4.79 | 7.49 | 23.14 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 627.43 | -7.11 | -4.98 | -1.81 | 7.15 | 20.2 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 1627.66 | -5.65 | -8.17 | -9.09 | 6.92 | 19.85 |
| Invesco India PSU Equity Fund - Regular Plan - Growth | 431.9 | -10.1 | -5.88 | -2.09 | 6.61 | 28.13 |
| Canara Robeco Manufacturing Fund - Regular Plan - Growth Option | 1123.4 | -8.33 | -6.4 | -7.97 | 5.77 | 0 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 463.85 | -7.69 | -7.31 | -1.41 | 5.51 | 0 |
Other Funds From - Union Active Momentum Fund-Reg(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Union Liquid Fund - Growth Option | 7923.43 | 5.46 | 5.85 | 5.89 | 6.11 | 6.89 |
| Union Liquid Fund - Growth Option | 7388.78 | 5.46 | 5.85 | 5.89 | 6.11 | 6.89 |
| Union Liquid Fund - Growth Option | 7051.99 | 5.46 | 5.85 | 5.89 | 6.11 | 6.89 |
| Union Liquid Fund - Growth Option | 6375.82 | 5.46 | 5.85 | 5.89 | 6.11 | 6.89 |
| Union Liquid Fund - Growth Option | 5783.65 | 5.46 | 5.85 | 5.89 | 6.11 | 6.89 |
| Union Liquid Fund - Growth Option | 5729.15 | 5.46 | 5.85 | 5.89 | 6.11 | 6.89 |
| Union Liquid Fund - Growth Option | 5349.95 | 5.46 | 5.85 | 5.89 | 6.11 | 6.89 |
| Union Liquid Fund - Growth Option | 5169.85 | 5.46 | 5.85 | 5.89 | 6.11 | 6.89 |
| Union Liquid Fund - Growth Option | 5093.74 | 5.46 | 5.85 | 5.89 | 6.11 | 6.89 |
| Union Liquid Fund - Growth Option | 5008.37 | 5.46 | 5.85 | 5.89 | 6.11 | 6.89 |