Advertisement

Union Active Momentum Fund Regular Growth INF582M01KC8

NAV / 1-Day Return
Total Assets
4.0 Bil
Inception Date
Dec 19, 2024
Expense Ratio
2.490%
Fee Level
—
Load
Deferred
Category
India Fund Equity - Other
Investment Style
Large Growth
Minimum Initial Investment
1,000
Status
Open
TTM Yield
—
Turnover
—



Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
45 0
Bond Holding
0 0
Other Holding
3 0
Total Holding
48 0
Equity Holdings
45
Bond Holdings
0
Other Holdings
3
Total Holdings
48
% Assets in Top 10 Holdings
22
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
6
Holdings
% Portfolio Weight
First Bought
Market Value as of Mar 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
BSE Ltd
2.44 Dec 31, 2024 98,653,000
INR Indian Rupee
119.43 — — — Financial Services
Fortis Healthcare Ltd
2.25 Jan 31, 2025 90,742,000
INR Indian Rupee
50.66 — — — Healthcare
Amber Enterprises India Ltd Ordinary Shares
2.23 Jan 31, 2025 90,222,000
INR Indian Rupee
81.36 — — — Consumer Cyclical
Firstsource Solutions Ltd
2.15 Dec 31, 2024 86,943,000
INR Indian Rupee
75.20 — — — Technology
Bajaj Finserv Ltd
2.14 Mar 31, 2025 86,426,000
INR Indian Rupee
27.61 — — — Financial Services
SBI Cards and Payment Services Ltd Ordinary Shares
2.13 Mar 31, 2025 85,876,000
INR Indian Rupee
24.02 — — — Financial Services
InterGlobe Aviation Ltd
2.12 Feb 28, 2025 85,554,000
INR Indian Rupee
48.48 — — — Industrials
Indian Hotels Co Ltd
2.10 Dec 31, 2024 84,812,000
INR Indian Rupee
42.96 56.82 — — Consumer Cyclical
Hitachi Energy India Ltd Ordinary Shares
2.09 Feb 28, 2025 84,564,000
INR Indian Rupee
69.83 — — — Industrials
Aegis Logistics Ltd
2.09 Mar 31, 2025 84,494,000
INR Indian Rupee
56.05 — — — Energy
Holdings as of Mar 31, 2025 | The top 48 largest holdings are available for display across Equity, Bond and Other.


STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

About Us

Connect With Us

© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top