Union Active Momentum Fund - Regular (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Union Active Momentum Fund - Regular (IDCW) (45309) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Union Active Momentum Fund - Regular (IDCW)
Union Trustee Company Pvt Ltd
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
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Good Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
New Team
Quality Score
Below Average
Union Active Momentum Fund - Regular (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Risk Assessment
Risk-adjusted returns
Management Stability
Fund manager experience
Fund Size
Assets under management
Long-term Track Record
Historical performance consistency
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 2.93% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 5.35% |
| Paradeep Phosphates Ltd | Fertilizers | 3.72% |
| Laurus Labs Ltd | Pharmaceuticals | 3.46% |
| GE Vernova T&D India Ltd | Capital Goods - Electrical Equipment | 3.31% |
| Force Motors Ltd | Automobile | 3.22% |
| HDFC Asset Management Company Ltd | Finance | 3.12% |
| Fortis Healthcare Ltd | Healthcare | 3.04% |
| Hitachi Energy India Ltd | Capital Goods - Electrical Equipment | 2.89% |
| Welspun Corp Ltd | Capital Goods-Non Electrical Equipment | 2.88% |
| Bajaj Holdings & Investment Ltd | Finance | 2.82% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
Union Active Momentum Fund - Regular (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 1W | 1M | 6M |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 0.88% | 1.47% | 20.90% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 0.86% | 1.41% | 20.48% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | -0.55% | -1.32% | 13.57% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | -0.55% | -1.32% | 13.57% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | -0.56% | -1.39% | 13.09% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | -0.56% | -1.39% | 13.09% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 0.06% | -0.43% | 13.30% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 0.06% | -0.43% | 13.30% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | -0.79% | 2.73% | 7.85% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 1.67% | 1.69% | 13.18% |
Category Average Returns
Sanjay Bembalkar
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.