Compare Union Active Momentum Fund vs ICICI Prudential Multi Sector Passive FoF
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹1000
Expense Ratio
2.39
0.47
NAV
₹9.17
₹172.60
Fund Started
28 Nov 2024
10 Nov 2003
Fund Size
₹440.27 Cr
₹221.44 Cr
Exit Load
1% for redemption within 1 Year
Exit load of 1% if redeemed within 15 days.
1 Year
6.52%
2.55%
3 Year
-
15.57%
5 Year
-
13.98%
Equity
87.60%
0.00%
Cash
12.33%
100.00%
Top 10 Holdings
MTAR Technologies Ltd. | 4.93% |
Multi Commodity Exchange Of India Ltd. | 3.53% |
Nippon Life India Asset Management Ltd. | 3.06% |
National Aluminium Company Ltd. | 3.04% |
Jindal Steel Ltd. | 3.00% |
Avanti Feeds Ltd. | 2.86% |
The Federal Bank Ltd. | 2.86% |
Axis Bank Ltd. | 2.73% |
Ujjivan Small Finance Bank Ltd. | 2.70% |
Indian Bank | 2.67% |
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Name
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Start Date
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Description
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.
The scheme seeks to generate capital appreciation primarily from a portfolio that is invested in Units of passive domestic sector/ multi sector based Equity Oriented Exchange Traded Funds (ETFs).
Launch Date
28 Nov 2024
10 Nov 2003
