Samco Active Momentum Fund - Growth - Regular Plan

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  • 0.28 %Nav, as on 02-07-2025

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  • Net Change on 02-07-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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.)
Kotak Pioneer Fund- Regular Plan- Growth Option Oct 31, 2019 7.21 25.60 26.50 1.87 2,807.23

Fund Holdings as on 31-May-2025

  • Wockhardt Limited

  • Bharat Dynamics Limited

  • Religare Enterprises Limited

  • Swan Energy Limited

  • CEAT Limited

  • Bajaj Holdings & Investment Limited

  • 364 Days Tbill (MD 18/07/2025)

  • Gabriel India Limited

  • Amber Enterprises India Limited

  • Clearing Corporation of India Ltd

  • Aster DM Healthcare Limited

  • Narayana Hrudayalaya Limited

  • AstraZeneca Pharma India Limited

  • One 97 Communications Limited

  • Astra Microwave Products Limited

  • Marathon Nextgen Realty Limited

  • Mazagon Dock Shipbuilders Limited

  • Paras Defence and Space Technologies Limited

  • Nazara Technologies Limited

  • Kaveri Seed Company Limited

  • Authum Investment And Infrastructure Limited

  • India Shelter Finance Corporation Limited

  • Bharti Hexacom Limited

  • SBI Cards and Payment Services Limited

  • Chambal Fertilizers & Chemicals Limited

  • Solar Industries India Limited

  • Godfrey Phillips India Limited

  • Cohance Lifesciences Limited

  • Intellect Design Arena Limited

  • ITD Cementation India Limited

  • Aavas Financiers Limited

  • Bharat Electronics Limited

  • Hitachi Energy India Limited

  • Bajaj Finserv Limited

  • SBFC Finance Limited

  • UPL Limited

  • Manappuram Finance Limited

  • PTC Industries Limited

  • Garden Reach Shipbuilders & Engineers Limited

  • Marico Limited

  • Max Financial Services Limited June 2025 Future

  • K.P.R. Mill Limited

  • Banco Products (I) Limited

  • Reliance Power Limited

  • United Breweries Limited

  • Max Financial Services Limited

  • Shriram Pistons and Rings Ltd

  • Gravita India Limited

  • Bajaj Finserv Limited June 2025 Future

  • Redington Limited

  • Aarti Pharmalabs Limited

  • HDFC Life Insurance Company Limited June 2025 Future

  • Bharat Electronics Limited June 2025 Future

  • BSE Limited

  • HDFC Bank Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Force Motors Limited

  • City Union Bank Limited

  • InterGlobe Aviation Limited

  • Solar Industries India Limited June 2025 Future

  • Bajaj Finance Limited

  • CCL Products (India) Limited

  • APL Apollo Tubes Limited

  • Divi's Laboratories Limited

  • Bharti Airtel Limited

  • SRF Limited

  • Chambal Fertilizers & Chemicals Limited June 2025 Future

  • Kotak Mahindra Bank Limited

  • Avalon Technologies Limited

  • SBI Cards and Payment Services Limited June 2025 Future

  • ICICI Bank Limited June 2025 Future

  • Coforge Limited June 2025 Future

  • Manappuram Finance Limited June 2025 Future

  • GE Vernova T&D India Limited

  • HDFC Asset Management Company Limited

  • DCB Bank Limited

  • Shree Cement Limited June 2025 Future

  • Radico Khaitan Limited

  • Dixon Technologies (India) Limited

  • Bharti Airtel Limited June 2025 Future

  • SRF Limited June 2025 Future

  • Kotak Mahindra Bank Limited June 2025 Future

  • Bajaj Finance Limited June 2025 Future

  • Divi's Laboratories Limited June 2025 Future

  • InterGlobe Aviation Limited June 2025 Future

  • HDFC Bank Limited June 2025 Future

  • BSE Limited June 2025 Future

  • One 97 Communications Limited June 2025 Future

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Defence

  • Finance - Investment

  • Finance - NBFC

  • Miscellaneous

  • Textile

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Tyres & Allied

  • IT - Software

  • Ship Building

  • Finance - Housing

  • Air Conditioners

  • Bank - Private

  • Telecommunication - Service Provider

  • Chemicals

  • Fintech

  • Construction - Real Estate

  • Electric Equipment

  • Finance - Others

  • Agriculture

  • Fertilizers

  • Cigarettes/Tobacco

  • Breweries & Distilleries

  • Engineering - Construction

  • Pesticides & Agrochemicals

  • Castings/Forgings

  • Consumer Food

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • Metal - Non Ferrous

  • Trading

  • Automobiles-Trucks/Lcv

  • Airlines

  • Tea/Coffee

  • Steel & Iron Products

  • Electronics - Components

  • Finance - Asset Management

  • Consumer Durables - Electronics

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Fund Manager

  • Cash

  • Derivatives

  • Equity

  • Sovereign

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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 ₹858.50 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 ₹0.04(0.28%)yesterday to ₹14.5.

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