Samco Active Momentum Fund - Growth - Direct Plan

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  • (-1.15%)Nav, as on 18-11-2025

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  • Net Change on 18-11-2025

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  • Assets (Cr.)

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing stocks showing strong momentum. Momentum stocks are such that exhibit positive 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.However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 14.41 24.25 32.22 0.66 32,669.01
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 10.88 30.89 26.91 0.51 8,188.58
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 12.07 27.12 29.05 0.75 6,715.37
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 7.62 14.52 16.55 1.35 5,719.57
SBI PSU Fund - DIRECT PLAN - GROWTH Jan 02, 2013 12.56 30.61 32.82 0.85 5,714.14

Fund Holdings as on 31-October-2025

  • Net Receivables / (Payables)

  • Clearing Corporation of India Ltd

  • Religare Enterprises Limited

  • Gabriel India Limited

  • RBL Bank Limited

  • Bharat Electronics Limited

  • Aditya Birla Capital Limited

  • Fortis Healthcare Limited

  • Cartrade Tech Limited

  • Force Motors Limited

  • Laurus Labs Limited

  • Netweb Technologies India Limited

  • GE Vernova T&D India Limited

  • Muthoot Finance Limited

  • One 97 Communications Limited

  • HBL Engineering Limited

  • Le Travenues Technology Ltd

  • AU Small Finance Bank Limited

  • Multi Commodity Exchange of India Limited

  • BSE Limited

  • Aster DM Healthcare Limited

  • Max Financial Services Limited

  • Syrma SGS Technology Limited

  • Tilaknagar Industries Limited

  • Manappuram Finance Limited

  • JK Cement Limited

  • Indian Bank

  • Endurance Technologies Limited

  • Navin Fluorine International Limited

  • Datamatics Global Services Limited

  • Sterlite Technologies Limited

  • Maruti Suzuki India Limited

  • Eicher Motors Limited

  • Radico Khaitan Limited

  • Sharda Cropchem Limited

  • Nippon Life India Asset Management Limited

  • TVS Motor Company Limited

  • JM Financial Limited

  • L&T Finance Limited November 2025 Future

  • Garden Reach Shipbuilders & Engineers Limited

  • Delhivery Limited

  • L&T Finance Limited

  • Paradeep Phosphates Limited

  • Eternal Limited

  • Dalmia Bharat Limited

  • Bosch Limited

  • HDFC Asset Management Company Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Hitachi Energy India Limited

  • Coromandel International Limited

  • Godfrey Phillips India Limited

  • Vikran Engineering Limited

  • Glenmark Pharmaceuticals Limited November 2025 Future

  • Maruti Suzuki India Limited November 2025 Future

  • Glenmark Pharmaceuticals Limited

  • Bosch Limited November 2025 Future

  • Indian Bank November 2025 Future

  • Delhivery Limited November 2025 Future

  • TVS Motor Company Limited November 2025 Future

  • Eicher Motors Limited November 2025 Future

  • HDFC Asset Management Company Limited November 2025 Future

  • Advent Hotels International Private Ltd. **

  • Eternal Limited November 2025 Future

  • Manappuram Finance Limited November 2025 Future

  • Laurus Labs Limited November 2025 Future

  • Dalmia Bharat Limited November 2025 Future

  • Muthoot Finance Limited November 2025 Future

  • Fortis Healthcare Limited November 2025 Future

  • One 97 Communications Limited November 2025 Future

  • Multi Commodity Exchange of India Limited November 2025 Future

  • RBL Bank Limited November 2025 Future

  • Max Financial Services Limited November 2025 Future

  • Aditya Birla Capital Limited November 2025 Future

  • BSE Limited November 2025 Future

  • AU Small Finance Bank Limited November 2025 Future

  • Bharat Electronics Limited November 2025 Future

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  • Miscellaneous

  • Finance - NBFC

  • Finance - Investment

  • Auto Ancillary

  • Bank - Private

  • Hospital & Healthcare Services

  • Finance - Others

  • Electric Equipment

  • Breweries & Distilleries

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Cement & Construction Materials

  • Defence

  • Automobiles - Dealers & Distributors

  • Automobiles-Trucks/Lcv

  • Chemicals

  • IT - Hardware

  • Finance - Asset Management

  • Fintech

  • Batteries

  • Travel Services

  • Fertilizers

  • Finance - Stock Broking

  • Electronics - Components

  • Bank - Public

  • IT - Software

  • Cable

  • Automobiles - Passenger Cars

  • Pesticides & Agrochemicals

  • Ship Building

  • Logistics

  • e-Commerce

  • Cigarettes/Tobacco

  • Engineering - Construction

  • Unspecified

  • Hotel, Resort & Restaurants

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Fund Manager

  • Cash

  • Derivatives

  • Equity

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About Samco Active Momentum Fund

Scheme Analysis

Samco Active Momentum Fund is a Equity - Thematic Fund - Other fund and belongs to Samco Mutual Fund. It was launched on 05-Jul-2023 and currently has an AUM of ₹786.44 crore. Samco Active Momentum Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Samco Active Momentum Fund ended down ₹-0.16(-1.15%)yesterday to ₹13.75.

Among its top 3 holdings the fund has exposure to Net Receivables / (Payables), and

The Samco Active Momentum Fund is managed by Nirali Bhansali and Dhawal Ghanshyam Dhanani.

Fund House Contact

1003, A Wing, Naman Midtown, 10th Floor, Senapati Bapat Marg, Prabhadevi Mumbai - 400013

+91 6357222000
mfassist@samcomf.com
022-41708989