Samco Active Momentum Fund - Growth - Direct Plan

Other Plans and Options
  • 1.04 %Nav, as on 17-03-2026

  • Previous Nav

  • Net Change on 17-03-2026

  • 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 11.08 22.81 22.84 0.65 35,665.82
ICICI Prudential Business Cycle Fund Direct Plan Growth Jan 18, 2021 12.43 21.93 18.86 0.73 16,201.80
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 10.15 26.96 19.50 0.56 8,428.48
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 17.40 25.14 21.32 0.78 6,600.72
SBI PSU Fund - DIRECT PLAN - GROWTH Jan 02, 2013 25.23 32.91 27.91 0.80 6,545.08

Fund Holdings as on 28-February-2026

  • Clearing Corporation of India Ltd

  • Religare Enterprises Limited

  • MTAR Technologies Limited

  • Force Motors Limited

  • Lumax Auto Technologies Limited

  • TD Power Systems Limited

  • Aditya Birla Capital Limited

  • Multi Commodity Exchange of India Limited

  • Vedanta Limited March 2026 Future

  • Karur Vysya Bank Limited

  • Bank of India March 2026 Future

  • Indian Metals & Ferro Alloys Limited

  • Indian Bank

  • Eicher Motors Limited

  • AU Small Finance Bank Limited

  • Thangamayil Jewellery Limited

  • GE Vernova T&D India Limited

  • Acutaas Chemicals Limited

  • Netweb Technologies India Limited

  • Max Financial Services Limited

  • Mahindra & Mahindra Financial Services Limited

  • Ujjivan Small Finance Bank Limited

  • Ashok Leyland Limited March 2026 Future

  • City Union Bank Limited

  • The Federal Bank Limited March 2026 Future

  • RBL Bank Limited

  • Shriram Finance Limited March 2026 Future

  • Navin Fluorine International Limited

  • Laurus Labs Limited

  • FSN E-Commerce Ventures Limited

  • TVS Motor Company Limited

  • L&T Finance Limited

  • State Bank of India March 2026 Future

  • Ashok Leyland Limited

  • Canara Bank

  • Godawari Power And Ispat limited

  • Muthoot Finance Limited

  • Maruti Suzuki India Limited

  • National Aluminium Company Limited March 2026 Future

  • Manappuram Finance Limited

  • Sandur Manganese And Iron Ores Ltd

  • State Bank of India

  • Gabriel India Limited

  • Shriram Finance Limited

  • GMR Airports Limited

  • National Aluminium Company Limited

  • Cummins India Limited

  • Hero MotoCorp Limited

  • One 97 Communications Limited

  • Hindalco Industries Limited

  • Bajaj Finance Limited

  • The Federal Bank Limited

  • L&T Finance Limited March 2026 Future

  • HBL Engineering Limited

  • SBI Life Insurance Company Limited

  • Hindalco Industries Limited March 2026 Future

  • Canara Bank March 2026 Future

  • SBI Life Insurance Company Limited March 2026 Future

  • eClerx Services Limited

  • Cummins India Limited March 2026 Future

  • Cartrade Tech Limited

  • TVS Motor Company Limited March 2026 Future

  • FSN E-Commerce Ventures Limited March 2026 Future

  • Indian Bank March 2026 Future

  • Hero MotoCorp Limited March 2026 Future

  • Bajaj Finance Limited March 2026 Future

  • Bank of India

  • Net Receivables / (Payables)

View More

  • Miscellaneous

  • Finance - NBFC

  • Bank - Private

  • Finance - Investment

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Electric Equipment

  • Automobiles-Trucks/Lcv

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Engineering

  • Finance - Stock Broking

  • Ferro & Silica Manganese

  • Diamond & Jewellery

  • IT - Hardware

  • Finance - Others

  • Chemicals

  • e-Commerce

  • Steel & Iron Products

  • Automobiles - Passenger Cars

  • Mining & Minerals

  • Airport Management Services

  • Aluminium & Aluminium Products

  • Diesel Engines

  • Fintech

  • Metal - Non Ferrous

  • Batteries

  • Insurance

  • BPO/ITeS

  • Automobiles - Dealers & Distributors

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 ₹654.81 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 ₹0.13(1.04%)yesterday to ₹12.62.

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