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Union Active Momentum Fund
EquityThematic-Factor-based
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Risk
Very High
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Rating
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Min SIP Amount
₹500
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Expense Ratio
3.71
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NAV
₹10.03
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Fund Started
28 Nov 2024
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Fund Size
₹542.54 Cr
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Exit Load
1% for redemption within 1 Year
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1 Year
13.33%
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3 Year
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5 Year
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Equity
90.20%
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Cash
9.59%
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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% |
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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.
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Launch Date
28 Nov 2024
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