Union Active Momentum Fund - Regular Plan - Growth Option Invest Now
Fund Manager: FM 1 - Mr. Gaurav Chopra, FM 2 - Mr. Sanjay Bembalkar    |     Equity: Thematic-Others    |     NIFTY 500 TRI

8.75 0.03 (0.34 %)

NAV as on 06-06-2025

42.06 Cr

AUM as on 30-04-2025

Fund House: Union Mutual Fund

Rtn ( Since Inception )

-12.67%

Inception Date

Dec 19, 2024

Expense Ratio

2.44%

Fund Status

Open Ended Scheme

Min. Investment

1,000

Min. Topup

1,000

Min. SIP Amount

500

Risk Status

very high

Investment Objective : The investment objective of the Scheme is to seek 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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.