Investment Returns (CAGR)
1 yr.
-0.24%
3 yr.
NA
5 yr.
NA
Since Inception.
-14.44%
Fund Size (Rs.)
NA
Exit Load
1% on or before 1Y, Nil after 1Y
Scheme Type
Open Ended
ISIN
INF582M01KE4
Expense Ratio
2.44%
Minimum SIP (Rs.)
Launch Date
19 Dec 2024
Fund House
Union Asset Management Company Pvt. Ltd.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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.
Fund Size (Rs.)
NA
Benchmark Index
----
Scheme Type
Open Ended
ISIN
INF582M01KE4
Expense Ratio
2.44%
Minimum SIP (Rs.)
Launch Date
19 Dec 2024
Fund House
Union Asset Management Company Pvt. Ltd.
Exit Load
1% on or before 1Y, Nil after 1Y
1 yr. -0.24%
3 yr.
5 yr.
Since Inception. -14.44%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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.

