Union Active Momentum Gr
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation20.5%
Sharpe Ratio0.69
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
TrepsUtilities9.89%
Welspun Corp LtdCapital Goods4.11%
Sansera Engineering LtdConsumers3.30%
Avalon Technologies LtdTechnology3.05%
IOL Chemicals And Pharmaceuticals LtdServices3.03%
Shilpa Medicare LtdServices2.99%
Laurus Labs LtdServices2.82%
Sona BLW Precision Forgings LtdConsumers2.80%
Chennai Petroleum Corp LtdEnergy & Infra2.79%
Sky Gold and Diamonds LtdConsumers2.78%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)3.87%
Regulatory & Tax Information
INF582M01KC8
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)