Samco Active Momentum Fund - Growth - Direct Plan

Other Plans and Options
  • 0.53 %Nav, as on 09-12-2025

  • Previous Nav

  • Net Change on 09-12-2025

  • PersonalFN Rating

  • 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 8.74 23.30 28.73 0.65 32,669.01
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 2.26 24.34 26.15 0.75 6,715.37
UTI-Transpotation and Logistics Fund-Growth Option- Direct Jan 01, 2013 13.72 25.43 24.10 0.83 4,008.33
Tata Ethical Fund -Direct Plan Growth Jan 01, 2013 -4.98 11.72 15.97 0.65 3,697.72
Kotak Pioneer Fund- Direct Plan- Growth Option Oct 31, 2019 6.95 23.36 21.55 0.49 3,284.80

Fund Holdings as on 30-November-2025

  • Net Receivables / (Payables)

  • Clearing Corporation of India Ltd

  • Religare Enterprises Limited

  • Aditya Birla Capital Limited

  • Muthoot Finance Limited

  • RBL Bank Limited

  • Bharat Electronics Limited

  • Laurus Labs Limited

  • Fortis Healthcare Limited

  • One 97 Communications Limited

  • AU Small Finance Bank Limited

  • BSE Limited

  • Multi Commodity Exchange of India Limited

  • Max Financial Services Limited

  • Manappuram Finance Limited

  • Cartrade Tech Limited

  • Indian Bank

  • Force Motors Limited

  • Eicher Motors Limited

  • Maruti Suzuki India Limited

  • Gabriel India Limited

  • L&T Finance Limited

  • Hero MotoCorp Limited

  • Navin Fluorine International Limited

  • TVS Motor Company Limited

  • Cummins India Limited

  • Le Travenues Technology Ltd

  • TD Power Systems Limited

  • Canara Bank

  • Acutaas Chemicals Limited

  • Delhivery Limited

  • Eternal Limited

  • Aster DM Healthcare Limited

  • Syrma SGS Technology Limited

  • Bajaj Finance Limited

  • Radico Khaitan Limited

  • HBL Engineering Limited

  • L&T Finance Limited December 2025 Future

  • GE Vernova T&D India Limited

  • Yatharth Hospital And Trauma Care Services Limited

  • HDFC Asset Management Company Limited

  • Cemindia Projects Ltd

  • eClerx Services Limited

  • Netweb Technologies India Limited

  • Sterlite Technologies Limited

  • JK Cement Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • Tilaknagar Industries Limited

  • Godawari Power And Ispat limited

  • Vikran Engineering Limited

  • Banco Products (I) Limited

  • Paradeep Phosphates Limited

  • JM Financial Limited

  • Advent Hotels International Private Ltd.

  • Canara Bank December 2025 Future

  • Bajaj Finance Limited December 2025 Future

  • Cummins India Limited December 2025 Future

  • Hero MotoCorp Limited December 2025 Future

  • Indian Bank December 2025 Future

  • Eicher Motors Limited December 2025 Future

  • TVS Motor Company Limited December 2025 Future

  • HDFC Asset Management Company Limited December 2025 Future

  • Eternal Limited December 2025 Future

  • Delhivery Limited December 2025 Future

  • Manappuram Finance Limited December 2025 Future

  • Muthoot Finance Limited December 2025 Future

  • Multi Commodity Exchange of India Limited December 2025 Future

  • Laurus Labs Limited December 2025 Future

  • AU Small Finance Bank Limited December 2025 Future

  • Max Financial Services Limited December 2025 Future

  • Aditya Birla Capital Limited December 2025 Future

  • One 97 Communications Limited December 2025 Future

  • RBL Bank Limited December 2025 Future

  • BSE Limited December 2025 Future

  • Fortis Healthcare Limited December 2025 Future

  • Bharat Electronics Limited December 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 ₹741.99 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 ₹0.07(0.53%)yesterday to ₹13.26.

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