Samco Active Momentum Fund - Growth - Regular Plan

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  • (-1.51%)Nav, as on 25-07-2025

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  • Net Change on 25-07-2025

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Fund Overview Growth | Regular 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 - Cumulative Option Jan 15, 2019 6.40 25.57 31.24 1.58 29,462.53
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 3.42 31.92 30.09 1.76 7,199.55
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 0.40 27.29 29.43 1.81 6,760.92
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 1.15 14.90 18.29 1.93 5,831.87
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -7.92 32.80 30.58 1.79 5,687.15

Fund Holdings as on 30-June-2025

  • Wockhardt Limited

  • Bharat Dynamics Limited

  • Religare Enterprises Limited

  • Swan Energy Limited

  • AstraZeneca Pharma India Limited

  • Narayana Hrudayalaya Limited

  • CEAT Limited

  • Bajaj Holdings & Investment Limited

  • Gabriel India Limited

  • Amber Enterprises India Limited

  • Aster DM Healthcare Limited

  • Bharat Electronics Limited

  • Marathon Nextgen Realty Limited

  • Redington Limited

  • Paras Defence and Space Technologies Limited

  • Valor Estate Limited

  • Authum Investment And Infrastructure Limited

  • Astra Microwave Products Limited

  • Radico Khaitan Limited

  • Solar Industries India Limited

  • Nazara Technologies Limited

  • Mazagon Dock Shipbuilders Limited

  • ITD Cementation India Limited

  • Intellect Design Arena Limited

  • Bharti Hexacom Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • India Shelter Finance Corporation Limited

  • PTC Industries Limited

  • SBI Cards and Payment Services Limited

  • Chambal Fertilizers & Chemicals Limited

  • Godfrey Phillips India Limited

  • Aavas Financiers Limited

  • Kaveri Seed Company Limited

  • Manappuram Finance Limited

  • Hitachi Energy India Limited

  • Force Motors Limited

  • Max Financial Services Limited

  • UPL Limited

  • Reliance Infrastructure Limited

  • Bajaj Finserv Limited

  • SBFC Finance Limited

  • TD Power Systems Limited

  • Reliance Power Limited

  • Clearing Corporation of India Ltd

  • Marico Limited

  • Banco Products (I) Limited

  • Nuvama Wealth Management Limited

  • Home First Finance Company India Limited

  • K.P.R. Mill Limited

  • United Breweries Limited

  • Shriram Pistons and Rings Ltd

  • City Union Bank Limited

  • Aarti Pharmalabs Limited

  • FIEM Industries Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Bajaj Finance Limited

  • CCL Products (India) Limited

  • APL Apollo Tubes Limited

  • HDFC Asset Management Company Limited

  • Avalon Technologies Limited

  • GE Vernova T&D India Limited

  • Godrej Industries Limited

  • DCB Bank Limited

  • Capri Global Capital Limited

  • L&T Finance Limited

  • AU Small Finance Bank Limited

  • Dodla Dairy Limited

  • Shilpa Medicare Limited

  • Nippon Life India Asset Management Limited

  • Dixon Technologies (India) Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Defence

  • Finance - Investment

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Textile

  • Construction - Real Estate

  • Finance - Housing

  • Tyres & Allied

  • IT - Software

  • Ship Building

  • Electric Equipment

  • Air Conditioners

  • Breweries & Distilleries

  • Trading

  • Power Generation/Distribution

  • Finance - Others

  • Chemicals

  • Bank - Private

  • Engineering - Construction

  • Telecommunication - Service Provider

  • Castings/Forgings

  • Fertilizers

  • Cigarettes/Tobacco

  • Agriculture

  • Automobiles-Trucks/Lcv

  • Pesticides & Agrochemicals

  • Edible Oil

  • Miscellaneous

  • Finance - Asset Management

  • Tea/Coffee

  • Steel & Iron Products

  • Electronics - Components

  • Consumer Food

  • Consumer Durables - Electronics

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Fund Manager

  • Cash

  • 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 ₹887.59 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 ₹-0.22(-1.51%)yesterday to ₹14.33.

Among its top 3 holdings the fund has exposure to Wockhardt Limited, 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