Union Active Momentum Fund Regular-Growth
Equity
Thematic-Factor-based
₹0.3% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹1000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹494 Cr
- Created on4 Dec 2024
Fund Ranking
#
/ 35 in Thematic-Factor-based
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month20.9%
- 1 Year18.4%
- 3 Year (CAGR)-
- All Time (CAGR)0.3%
Category Return
- 6 Month5.2%
- 1 Year3.6%
- 3 Year (CAGR)10.9%
- All Time (CAGR)11.2%
Asset Allocation
- Equity96.3%
- Debt0.1%
- Other3.6%
Top 5 Holdings
Top 5 Sectors
- Bharat Forge2.60%
- Bliss GVS Pharma2.89%
- Cummins India2.32%
- Apar Industries2.81%
- Hindalco Industries1.97%
Fund Information
- Expense Ratio3.97%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.00 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 0.00 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00