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Benchmark Investments

Union Active Momentum Fund-Reg(G)

very highequity
9.32 -0.08(-0.85%) NAV as on 22 Oct 2026
-7.81 % 1 M
6.88 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

3.99

As on 30 Sep, 2026
Age :

1 yrs 10 m

Since 19 12 ,2024
Exit Load :

1%

AUM :

542.54 Crs

Portfolio Price To Book Value :

12.3

Investing Style :

Mid Growth

Min. Investment :

SIP 500 & Lumpsum 1000

Category :

thematic fund

Fund Manager :

Gaurav Chopra,Sanjay Bembalkar

Launch Date :

19-Dec-24

Scheme Benchmark :

NA

FUND OBJECTIVE

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 beselected, weighted and rebalanced using proprietary screens.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Sep 30 ,2026
Debt 0.21 %
Others 9.58 %
Equity 90.21 %

TOP HOLDINGS

Welspun Corp Ltd.4.11 %
Sansera Engineering Ltd.3.30 %
Avalon Technologies Ltd.3.05 %
IOL Chemicals And Pharmaceutic...3.03 %
Shilpa Medicare Ltd.2.99 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs13.64
Auto Ancillary11.41
Cable5.18
Bank - Private4.65
Chemicals4.39
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 31-Mar-2026)8.217.71
Net Assets(Rs Crores) (as on 31-Mar-2026) 403.72 389.60
Scheme Returns(%)(Absolute)-17.90-4.70
B'mark Returns(%)(Absolute)NANA
Category Rank116/11989/133

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2026-202725.812.78NANA
2025-20269.50-7.012.99-10.45
2024-2025NANANA-18.95

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Union Active Momentum Fund-Reg(G)Very HighEquity9.32-0.08(-0.85%)NAV As on 22 Oct, 202619-Dec-2024Inception Date542.54AUM In Cr.6.88%1YNA%3YNA%5Y-3.75%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity245.66-4.40(-1.76%)NAV As on 22 Oct, 202621-Feb-2000Inception Date9,577.36AUM In Cr.-6.26%1Y15.87%3Y14.12%5Y12.75%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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