Compare Union Active Momentum Fund vs Nippon India Quant Fund
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.43 | 0.96 |
NAV | ₹8.30 | ₹73.50 |
Fund Started | 28 Nov 2024 | 29 Jan 2005 |
Fund Size | ₹458.81 Cr | ₹109.99 Cr |
Exit Load | 1% for redemption within 1 Year | Exit load of 0.25% if redeemed within 1 month |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.43
0.96
NAV
₹8.30
₹73.50
Fund Started
28 Nov 2024
29 Jan 2005
Fund Size
₹458.81 Cr
₹109.99 Cr
Exit Load
1% for redemption within 1 Year
Exit load of 0.25% if redeemed within 1 month
1 Year | - | 11.20% |
3 Year | - | 19.68% |
5 Year | - | 18.52% |
1 Year
-
11.20%
3 Year
-
19.68%
5 Year
-
18.52%
Equity | 96.22% | 98.89% |
Cash | 3.63% | 1.10% |
Equity
96.22%
98.89%
Cash
3.63%
1.10%
Top 10 Holdings |
|
|
Top 10 Holdings
Muthoot Finance Ltd. | 3.20% |
Aditya Birla Capital Ltd. | 3.13% |
Canara Bank | 2.96% |
One97 Communications Ltd. | 2.96% |
L&T Finance Ltd. | 2.94% |
HBL Engineering Ltd. | 2.88% |
Laurus Labs Ltd. | 2.86% |
FSN E-Commerce Ventures Ltd. | 2.85% |
Bajaj Finance Ltd. | 2.83% |
Maruti Suzuki India Ltd. | 2.83% |
HDFC Bank Ltd. | 7.48% |
Reliance Industries Ltd. | 6.85% |
ICICI Bank Ltd. | 6.10% |
State Bank of India | 5.09% |
Larsen & Toubro Ltd. | 5.01% |
Bharti Airtel Ltd. | 4.21% |
Infosys Ltd. | 4.05% |
Mahindra & Mahindra Ltd. | 3.54% |
Bharat Electronics Ltd. | 3.45% |
Maruti Suzuki India Ltd. | 2.88% |
Name | Gaurav Chopra | - |
Start Date | 01 Sep 2025 | - |
Name
Gaurav Chopra
-
Start Date
01 Sep 2025
-
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 through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model. |
Launch Date | 28 Nov 2024 | 29 Jan 2005 |
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 through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model.
Launch Date
28 Nov 2024
29 Jan 2005