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Compare Union Active Momentum Fund vs Nippon India Quant Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.43 | 0.96 |
NAV | ₹8.41 | ₹73.28 |
Fund Started | 28 Nov 2024 | 29 Jan 2005 |
Fund Size | ₹467.09 Cr | ₹107.04 Cr |
Exit Load | 1% for redemption within 1 Year | Exit load of 0.25% if redeemed within 1 month |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.43
0.96
NAV
₹8.41
₹73.28
Fund Started
28 Nov 2024
29 Jan 2005
Fund Size
₹467.09 Cr
₹107.04 Cr
Exit Load
1% for redemption within 1 Year
Exit load of 0.25% if redeemed within 1 month
Returns
1 Year | - | 7.05% |
3 Year | - | 19.42% |
5 Year | - | 20.80% |
1 Year
-
7.05%
3 Year
-
19.42%
5 Year
-
20.80%
Holding Analysis
Equity | 96.59% | 97.91% |
Cash | 3.34% | 2.08% |
Equity
96.59%
97.91%
Cash
3.34%
2.08%
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% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.66% |
ICICI Bank Ltd. | 6.28% |
Reliance Industries Ltd. | 5.90% |
Larsen & Toubro Ltd. | 5.08% |
State Bank of India | 4.64% |
Bharti Airtel Ltd. | 4.22% |
Infosys Ltd. | 4.15% |
Bharat Electronics Ltd. | 3.78% |
Mahindra & Mahindra Ltd. | 3.58% |
Bajaj Finance Ltd. | 3.12% |
Fund Manager
Name | Gaurav Chopra | Akshay Sharma |
Start Date | 01 Sep 2025 | 01 Dec 2022 |
Name
Gaurav Chopra
Akshay Sharma
Start Date
01 Sep 2025
01 Dec 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 through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model. |
Launch Date | 28 Nov 2024 | 29 Jan 2005 |
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 through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model.
Launch Date
28 Nov 2024
29 Jan 2005