Union Active Momentum Fund NFO: What It Offers and Should You Invest?

Value Research

In this exclusive podcast episode, Harshad Patwardhan, CIO of Union AMC, and Dhirendra Kumar, CEO of Value Research, unravel the details behind the Union Active Momentum Fund NFO, Union AMC's first step into factor investing, and the benefits of momentum investing for Indian investors.

Discover how this active momentum fund is designed to capitalise on market trends and why it’s being positioned as a game-changer.

From leveraging a data-driven momentum model to mitigating risks with active rebalancing and liquidity management, the discussion highlights how the fund aims to deliver high returns while addressing the challenges of momentum investing. Harshad and Dhirendra also explore the advantages of active momentum over passive strategies, who this fund is best suited for, and how it can serve both experienced investors and those with a high-risk appetite.

Key Highlights:

• Union AMC’s foray into factor investing with its first momentum strategy fund
• How frequent rebalancing and active management set this fund apart
• Why momentum investing appeals to short-term action-seekers and delivers tax efficiency
• The importance of discipline and risk management in volatile markets
• Who should consider this fund and how it aligns with long-term Alpha creation

Tune in for a deep dive into the Union Active Momentum Fund NFO and learn how it’s designed to ride market trends and deliver outstanding performance.