Compare Union Active Momentum Fund vs ICICI Prudential Multi Sector Passive FoF
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹1000
Expense Ratio
2.43
0.44
NAV
₹8.30
₹166.56
Fund Started
28 Nov 2024
10 Nov 2003
Fund Size
₹458.81 Cr
₹215.41 Cr
Exit Load
1% for redemption within 1 Year
Exit load of 1% if redeemed within 15 days.
1 Year
-
11.13%
3 Year
-
17.21%
5 Year
-
15.85%
Equity
96.22%
0.00%
Cash
3.63%
100.00%
Top 10 Holdings
Muthoot Finance Ltd. | 3.20% |
Aditya Birla Capital Ltd. | 3.13% |
Canara Bank | 2.96% |
One97 Communications Ltd. | 2.96% |
L&T Finance Ltd. | 2.94% |
HBL Engineering Ltd. | 2.88% |
Laurus Labs Ltd. | 2.86% |
FSN E-Commerce Ventures Ltd. | 2.85% |
Bajaj Finance Ltd. | 2.83% |
Maruti Suzuki India Ltd. | 2.83% |
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Name
Gaurav Chopra
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Start Date
01 Sep 2025
-
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.
The scheme seeks to generate capital appreciation primarily from a portfolio that is invested in Units of passive domestic sector/ multi sector based Equity Oriented Exchange Traded Funds (ETFs).
Launch Date
28 Nov 2024
10 Nov 2003