Samco Active Momentum Fund - Growth - Direct Plan

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  • 0.43 %Nav, as on 13-10-2025

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  • Net Change on 13-10-2025

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  • Assets (Cr.)

  • Expense Ratio

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 4.51 24.66 33.64 0.64 30,802.31
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 3.79 31.22 29.31 0.52 7,766.16
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 0.52 27.88 30.44 0.75 6,607.50
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 0.16 15.10 17.92 1.35 5,613.26
SBI PSU Fund - DIRECT PLAN - GROWTH Jan 02, 2013 0.96 33.12 34.11 0.85 5,521.37

Fund Holdings as on 30-September-2025

  • Clearing Corporation of India Ltd

  • Net Receivables / (Payables)

  • Religare Enterprises Limited

  • Bharat Electronics Limited

  • Fortis Healthcare Limited

  • Aditya Birla Capital Limited

  • Muthoot Finance Limited

  • Laurus Labs Limited

  • HDFC Life Insurance Company Limited

  • Bharti Airtel Limited

  • One 97 Communications Limited

  • Max Financial Services Limited

  • Marathon Nextgen Realty Limited

  • InterGlobe Aviation Limited

  • Manappuram Finance Limited

  • AU Small Finance Bank Limited

  • Multi Commodity Exchange of India Limited

  • BSE Limited

  • Solar Industries India Limited

  • HDFC Bank Limited

  • Gabriel India Limited

  • Force Motors Limited

  • GE Vernova T&D India Limited

  • Paradeep Phosphates Limited

  • Cartrade Tech Limited

  • Le Travenues Technology Ltd

  • L&T Finance Limited

  • Aster DM Healthcare Limited

  • HDFC Asset Management Company Limited

  • Bosch Limited

  • JK Cement Limited

  • Syrma SGS Technology Limited

  • Tilaknagar Industries Limited

  • Dalmia Bharat Limited

  • Delhivery Limited

  • JM Financial Limited

  • Hitachi Energy India Limited

  • Radico Khaitan Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • Sharda Cropchem Limited

  • Godfrey Phillips India Limited

  • Endurance Technologies Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Navin Fluorine International Limited

  • Datamatics Global Services Limited

  • Nava Limited

  • Coromandel International Limited

  • Vikran Engineering Limited

  • KRBL Limited

  • Bharti Hexacom Limited

  • Lloyds Metals And Energy Limited

  • Glenmark Pharmaceuticals Limited October 2025 Future

  • Glenmark Pharmaceuticals Limited

  • Advent Hotels International Private Ltd. **

  • Coforge Limited October 2025 Future

  • Coforge Limited

  • Delhivery Limited October 2025 Future

  • L&T Finance Limited October 2025 Future

  • HDFC Asset Management Company Limited October 2025 Future

  • Dalmia Bharat Limited October 2025 Future

  • Bosch Limited October 2025 Future

  • Multi Commodity Exchange of India Limited October 2025 Future

  • Max Financial Services Limited October 2025 Future

  • Solar Industries India Limited October 2025 Future

  • BSE Limited October 2025 Future

  • Laurus Labs Limited October 2025 Future

  • One 97 Communications Limited October 2025 Future

  • HDFC Bank Limited October 2025 Future

  • Manappuram Finance Limited October 2025 Future

  • AU Small Finance Bank Limited October 2025 Future

  • Muthoot Finance Limited October 2025 Future

  • InterGlobe Aviation Limited October 2025 Future

  • Fortis Healthcare Limited October 2025 Future

  • Aditya Birla Capital Limited October 2025 Future

  • Bharti Airtel Limited October 2025 Future

  • HDFC Life Insurance Company Limited October 2025 Future

  • Bharat Electronics Limited October 2025 Future

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  • Miscellaneous

  • Finance - NBFC

  • Finance - Investment

  • Hospital & Healthcare Services

  • Finance - Others

  • Auto Ancillary

  • Bank - Private

  • Chemicals

  • Defence

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Insurance

  • Fertilizers

  • Fintech

  • Cement & Construction Materials

  • Construction - Real Estate

  • Airlines

  • Breweries & Distilleries

  • Finance - Stock Broking

  • Automobiles-Trucks/Lcv

  • Automobiles - Dealers & Distributors

  • Travel Services

  • Finance - Asset Management

  • Electronics - Components

  • Logistics

  • IT - Software

  • Ship Building

  • Pesticides & Agrochemicals

  • Cigarettes/Tobacco

  • Power Generation/Distribution

  • Engineering - Construction

  • Consumer Food

  • Steel/Sponge Iron/Pig Iron

  • Unspecified

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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 ₹788.13 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 up ₹0.06(0.43%)yesterday to ₹13.92.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, 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