Union Active Momentum Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹502.90 Cr
Expense Ratio
2.10%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
19 Dec 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.35% | -- |
| 3 Months | +10.79% | -- |
| 6 Months | +16% | -- |
| 1 Year | +15.05% | +15.05% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -1.4% | -0.85% |
Holdings as on 17 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps | 27.12 | 5.39 |
| Kirloskar Oil Engines | 15.41 | 3.06 |
| Bliss GVS Pharma | 14.54 | 2.89 |
| Syrma SGS Technology | 14.49 | 2.88 |
| MTAR Technologies | 14.17 | 2.82 |
| Apar Industries | 14.11 | 2.81 |
| Laurus Labs | 13.76 | 2.74 |
| Aeroflex Industries | 13.43 | 2.67 |
| Bank of Maharashtra | 13.36 | 2.66 |
| Ather Energy | 13.35 | 2.65 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Tata Housing Opportunities Fund Regular Growth | +0.95% | +8.28% | -- |
| Union Business Cycle Fund Regular Growth | +8.84% | -- | -- |
| Kotak Transportation & Logistics Fund Regular Growth | +12.14% | -- | -- |
| Union Active Momentum Fund Regular Growth | +15.05% | -- | -- |
| Kotak Quant Fund Regular Growth | +6.33% | +15.43% | -- |
Results are calculated on CAGR basis
About Fund
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.
The Union Active Momentum Fund Regular Growth has an AUM of 502.90 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.10%. The minimum investment in Union Active Momentum Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps, Kirloskar Oil Engines, Bliss GVS Pharma, Syrma SGS Technology.
The major sectors where the fund is invested are Biotechnology & Drugs, Electronic Instr. & Controls, Auto & Truck Parts, Electric Utilities.
Some of the similar funds are Tata Housing Opportunities Fund Regular Growth, Union Business Cycle Fund Regular Growth, Kotak Transportation & Logistics Fund Regular Growth, Union Active Momentum Fund Regular Growth, Kotak Quant Fund Regular Growth. Union Active Momentum Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Union Active Momentum Fund Regular Growth has a Medium risk & Exceptional return.
Union Active Momentum Fund Regular Growth is managed by Sanjay Bembalkar,Gaurav Chopra.
The expense ratio of Union Active Momentum Fund Regular Growth is 2.10%.
The 5 year annualized return on Union Active Momentum Fund Regular Growth is 0.00% & it has generated 15.05% in the last 1 year.
The minimum investment in Union Active Momentum Fund Regular Growth is 1000 Rs.
Union Active Momentum Fund Regular Growth has an AUM of 502.90 crores.
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