Compare Union Active Momentum Fund vs Nippon India Quant Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.39
0.96
NAV
₹9.17
₹76.62
Fund Started
28 Nov 2024
29 Jan 2005
Fund Size
₹440.27 Cr
₹111.89 Cr
Exit Load
1% for redemption within 1 Year
Exit load of 0.25% if redeemed within 1 month
1 Year
6.52%
0.73%
3 Year
-
16.97%
5 Year
-
15.13%
Equity
87.60%
97.77%
Cash
12.33%
2.21%
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% |
ICICI Bank Ltd. | 6.77% |
Reliance Industries Ltd. | 6.14% |
State Bank of India | 5.44% |
Larsen & Toubro Ltd. | 5.20% |
HDFC Bank Ltd. | 5.17% |
Bharti Airtel Ltd. | 3.71% |
Bharat Electronics Ltd. | 3.66% |
Infosys Ltd. | 3.39% |
Mahindra & Mahindra Ltd. | 3.05% |
Bajaj Finance Ltd. | 2.92% |
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 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
