Compare Union Active Momentum Fund vs Motilal Oswal BSE Quality Index Fund
Union Active Momentum Fund
EquityThematic-Factor-based
Motilal Oswal BSE Quality Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
3.71
1.19
NAV
₹10.03
₹16.47
Fund Started
28 Nov 2024
29 Jul 2022
Fund Size
₹542.54 Cr
₹54.12 Cr
Exit Load
1% for redemption within 1 Year
Exit load is 1%- If redeemed on or before 15 days from the date of allotment.
1 Year
13.33%
-4.06%
3 Year
-
10.04%
5 Year
-
-
Equity
90.20%
99.98%
Cash
9.59%
0.02%
Top 10 Holdings
Name | Assets |
|---|---|
Welspun Corp Ltd. | 4.11% |
Sansera Engineering Ltd. | 3.30% |
Avalon Technologies Ltd. | 3.05% |
IOL Chemicals And Pharmaceuticals Ltd. | 3.03% |
Shilpa Medicare Ltd. | 2.99% |
Laurus Labs Ltd. | 2.82% |
Sona BLW Precision Forgings Ltd. | 2.80% |
Chennai Petroleum Corporation Ltd. | 2.79% |
Sky Gold And Diamonds Ltd. | 2.78% |
Ather Energy Ltd. | 2.69% |
Name | Assets |
|---|---|
ITC Ltd. | 5.29% |
Hero Motocorp Ltd. | 5.23% |
Multi Commodity Exchange Of India Ltd. | 5.17% |
Hindustan Unilever Ltd. | 5.07% |
Infosys Ltd. | 5.03% |
Dixon Technologies (India) Ltd. | 4.98% |
Britannia Industries Ltd. | 4.94% |
Nestle India Ltd. | 4.93% |
HDFC Asset Management Company Ltd. | 4.93% |
Marico Ltd. | 4.89% |
Name
-
-
Start Date
-
-
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 provide returns that, correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error.
Launch Date
28 Nov 2024
29 Jul 2022
