Compare Union Innovation & Opportunities Fund vs Motilal Oswal Innovation Opportunities Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.24
2.41
NAV
₹13.64
₹12.42
Fund Started
16 Aug 2023
29 Jan 2025
Fund Size
₹972.08 Cr
₹439.68 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 1%, if redeemed within 3 months.
1 Year
8.77%
15.23%
3 Year
-
-
5 Year
-
-
Equity
97.36%
90.91%
Cash
2.07%
9.09%
Top 10 Holdings
Acutaas Chemicals Ltd. | 4.56% |
Eternal Ltd. | 4.24% |
The Federal Bank Ltd. | 4.06% |
Info Edge (India) Ltd. | 4.02% |
One97 Communications Ltd. | 3.55% |
ZF Commercial Vehicle Control Systems India Ltd. | 3.08% |
GE Vernova T&D India Ltd | 3.07% |
CG Power and Industrial Solutions Ltd. | 2.93% |
Affle 3I Ltd. | 2.93% |
TVS Motor Company Ltd. | 2.89% |
Emmvee Photovoltaic Power Ltd. | 5.31% |
CG Power and Industrial Solutions Ltd. | 4.51% |
Bharat Heavy Electricals Ltd. | 4.33% |
Interglobe Aviation Ltd. | 4.25% |
Avalon Technologies Ltd. | 4.15% |
Aditya Birla Sun Life AMC Ltd. | 4.03% |
Le Travenues Technology Ltd. | 3.92% |
JM Financial Ltd. | 3.90% |
Global Health Ltd. | 3.68% |
PG Electroplast Ltd. | 3.66% |
Name
-
-
Start Date
-
-
Description
The Scheme seeks to achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.
Launch Date
16 Aug 2023
29 Jan 2025
