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Mutual Fund

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Scheme Snapshot

  • Search Scheme 
    Union Active Momentum Fund
    Fund Union Mutual Fund
    Category Equity - Large Cap
    Type Open Ended
    NAV(02/05/2025) 8.2500
    Percentage Returns
    1 Month Ago 0.85%
    3 Months Ago -3.4%
    1 Year Ago 0%
Snapshot
Inception Date 11/28/2024 Fund Manager Mr. Gaurav Chopra
Initial Price 10.00 Min. Invest. Rs.1000
Objectives 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.
Entry Load Nil
Exit Load 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.
Trailing Returns
  1 Mth 3 Mths 1 Yr 3 Yrs
Scheme0.85-3.400
Category2.730.333.9824.92
Sensex5.073.877.912.21
Nifty4.353.687.512.57
NAV Chart
Other Options
Options NAV
Growth8.2500 (02/05/2025)
IDCW8.2500 (02/05/2025)
Asset Allocation
Holding DateValue (Rs. Cr.)
31/03/2025403.72
28/02/2025357.92
31/01/2025384.98
31/12/2024410.52
Mutual Fund
Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East),, Mumbai, Maharashtra, India - 400059
Email : investorcare@unionmf.com
Web : https://www.unionmf.com
Registrar
Computer Age Management Services (P) Ltd.