Samco Active Momentum Fund - Growth - Direct Plan

Other Plans and Options
  • 0.79 %Nav, as on 16-09-2025

  • Previous Nav

  • Net Change on 16-09-2025

  • 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 1.72 23.55 31.93 0.63 29,871.10
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 1.64 29.44 29.86 0.52 7,509.40
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 0.65 26.10 29.25 0.73 6,490.27
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated -1.54 13.55 18.27 1.34 5,604.75
SBI PSU Fund - DIRECT PLAN - GROWTH Jan 02, 2013 -2.62 29.72 31.72 0.84 5,179.37

Fund Holdings as on 31-August-2025

  • Clearing Corporation of India Ltd

  • Net Receivables / (Payables)

  • Religare Enterprises Limited

  • Force Motors Limited

  • Bharat Electronics Limited

  • Fortis Healthcare Limited

  • Aditya Birla Capital Limited

  • Marathon Nextgen Realty Limited

  • Laurus Labs Limited

  • HDFC Life Insurance Company Limited

  • Godfrey Phillips India Limited

  • One 97 Communications Limited

  • Bharti Airtel Limited

  • Max Financial Services Limited

  • GE Vernova T&D India Limited

  • Muthoot Finance Limited

  • InterGlobe Aviation Limited

  • Paradeep Phosphates Limited

  • Bajaj Finserv Limited

  • Cartrade Tech Limited

  • AU Small Finance Bank Limited

  • Wockhardt Limited

  • Manappuram Finance Limited

  • Multi Commodity Exchange of India Limited

  • BSE Limited

  • Solar Industries India Limited

  • JK Cement Limited

  • HDFC Bank Limited

  • Bharat Dynamics Limited

  • Coromandel International Limited

  • Bharti Hexacom Limited

  • Navin Fluorine International Limited

  • UPL Limited

  • Hitachi Energy India Limited

  • SBI Life Insurance Company Limited

  • ITD Cementation India Limited

  • Shree Cement Limited

  • Lloyds Metals And Energy Limited

  • Bajaj Holdings & Investment Limited

  • Bajaj Finance Limited

  • Divi's Laboratories Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • HDFC Asset Management Company Limited

  • Cholamandalam Financial Holdings Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Vikran Engineering Limited

  • Aster DM Healthcare Limited

  • Glenmark Pharmaceuticals Limited

  • The Ramco Cements Limited

  • Advent Hotels International Private Ltd. **

  • Coforge Limited

  • Welspun Corp Limited

  • UPL Limited September 2025 Future

  • Fortis Healthcare Limited September 2025 Future

  • SBI Life Insurance Company Limited September 2025 Future

  • One 97 Communications Limited September 2025 Future

  • Shree Cement Limited September 2025 Future

  • InterGlobe Aviation Limited September 2025 Future

  • Manappuram Finance Limited September 2025 Future

  • Bharat Dynamics Limited September 2025 Future

  • Muthoot Finance Limited September 2025 Future

  • Bharti Airtel Limited September 2025 Future

  • AU Small Finance Bank Limited September 2025 Future

  • Aditya Birla Capital Limited September 2025 Future

  • Bajaj Finserv Limited September 2025 Future

  • Bharat Electronics Limited September 2025 Future

  • HDFC Life Insurance Company Limited September 2025 Future

View More

  • Miscellaneous

  • Finance - Investment

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Defence

  • Chemicals

  • Finance - Others

  • Insurance

  • Telecommunication - Service Provider

  • Electric Equipment

  • Automobiles-Trucks/Lcv

  • Bank - Private

  • Fertilizers

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Cigarettes/Tobacco

  • Fintech

  • Engineering - Construction

  • Airlines

  • Automobiles - Dealers & Distributors

  • Finance - Stock Broking

  • Pesticides & Agrochemicals

  • Steel/Sponge Iron/Pig Iron

  • Ship Building

  • Finance - Asset Management

  • Unspecified

  • IT - Software

  • Steel & Iron Products

View More

Fund Manager

  • Cash

  • Derivatives

  • Equity

View More

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 ₹822.04 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 ₹0.11(0.79%)yesterday to ₹14.11.

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