The investment objective of the scheme is to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon.
Benchmark:
NIFTY 500
Fund Manager:
Ashutosh Bhargava, Kinjal Desai
| Samco Active Momentum Fund | -5.12(6M) | 13.17(1Y) |
| Union Active Momentum Fund | -20.10(3M) | Not Available |
A fund following the newly popular factor investment method. Not much to go on apart from the fact that its different.
Fund House AAUM:
Rs 57367368.58 Lakhs (as on 31st December 2024)
Fund Manager:
Combined experience of above 19 years
The newness of the investment strategy makes it oomphy but if it converts to higher returns or lower risks remain to be seen.