Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Union Active Momentum Fund - Regular Plan - IDCW Option
Union Mutual Fund · Managed by Sanjay Bembalkar; Gaurav Chopra
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
- Fund manager
- Sanjay Bembalkar; Gaurav Chopra
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 361%
- Volatility (3Y)
- 19.7%
- Rating (external)
- —
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.
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