Union Active Momentum Fund - Regular Plan - Growth Option
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Returns vs benchmark & category
Since inception: +-0.06% CAGR vs benchmark +11.84%.
Where the money is invested
Top holdings
Sector allocation
What if you'd SIP'd here?
@ -0.1% p.a.Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
How this fund manages risk
Other Equity: Thematic-Active-Momentum funds
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.