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Compare Union Active Momentum Fund vs ICICI Prudential Multi Sector Passive FoF
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | ₹500 | ₹1000 |
Expense Ratio | 2.43 | 0.44 |
NAV | ₹8.41 | ₹167.94 |
Fund Started | 28 Nov 2024 | 10 Nov 2003 |
Fund Size | ₹467.09 Cr | ₹206.23 Cr |
Exit Load | 1% for redemption within 1 Year | Exit load of 1% if redeemed within 15 days. |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹1000
Expense Ratio
2.43
0.44
NAV
₹8.41
₹167.94
Fund Started
28 Nov 2024
10 Nov 2003
Fund Size
₹467.09 Cr
₹206.23 Cr
Exit Load
1% for redemption within 1 Year
Exit load of 1% if redeemed within 15 days.
Returns
1 Year | - | 8.91% |
3 Year | - | 16.93% |
5 Year | - | 18.79% |
1 Year
-
8.91%
3 Year
-
16.93%
5 Year
-
18.79%
Holding Analysis
Equity | 96.59% | 0.00% |
Cash | 3.34% | 100.00% |
Equity
96.59%
0.00%
Cash
3.34%
100.00%
Top Holdings
Top 10 Holdings |
| - |
Top 10 Holdings
Name | Assets |
|---|---|
Indian Bank | 3.54% |
L&T Finance Ltd. | 3.22% |
HBL Engineering Ltd. | 3.21% |
Aditya Birla Capital Ltd. | 3.13% |
CarTrade Tech Ltd. | 3.11% |
GE Vernova T&D India Ltd | 3.08% |
Jayaswal Neco Industries Ltd. | 3.08% |
Maruti Suzuki India Ltd. | 3.04% |
Muthoot Finance Ltd. | 2.98% |
Laurus Labs Ltd. | 2.96% |
-
Fund Manager
Name | Gaurav Chopra | Sankaran Naren |
Start Date | 01 Sep 2025 | 08 Aug 2022 |
Name
Gaurav Chopra
Sankaran Naren
Start Date
01 Sep 2025
08 Aug 2022
About Fund
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 |
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