Samco Active Momentum Fund - Growth - Regular Plan

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  • (-0.08%)Nav, as on 12-01-2026

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  • Net Change on 12-01-2026

  • 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.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 12.07 22.46 25.37 1.57 34,778.96
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 8.32 23.91 23.42 1.83 6,549.15
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 18.90 25.09 21.69 1.91 4,083.94
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -1.69 11.76 12.66 1.90 3,817.44
ICICI Prudential Commodities Fund - Growth Option Oct 15, 2019 17.32 16.65 23.30 1.96 3,408.52

Fund Holdings as on 31-December-2025

  • Net Receivables / (Payables)

  • Religare Enterprises Limited

  • Aditya Birla Capital Limited

  • Laurus Labs Limited

  • Muthoot Finance Limited

  • RBL Bank Limited

  • Bharat Electronics Limited

  • Multi Commodity Exchange of India Limited

  • Force Motors Limited

  • AU Small Finance Bank Limited

  • One 97 Communications Limited

  • Mahindra & Mahindra Financial Services Limited

  • Fortis Healthcare Limited

  • BSE Limited

  • Max Financial Services Limited

  • Navin Fluorine International Limited

  • Manappuram Finance Limited

  • Cartrade Tech Limited

  • Gabriel India Limited

  • L&T Finance Limited January 2026 Future

  • HBL Engineering Limited

  • Eicher Motors Limited

  • Acutaas Chemicals Limited

  • Maruti Suzuki India Limited

  • GE Vernova T&D India Limited

  • Indian Bank

  • TD Power Systems Limited

  • Radico Khaitan Limited

  • Karur Vysya Bank Limited

  • Godawari Power And Ispat limited

  • L&T Finance Limited

  • Le Travenues Technology Ltd

  • Netweb Technologies India Limited

  • FSN E-Commerce Ventures Limited

  • Clearing Corporation of India Ltd

  • Hero MotoCorp Limited

  • TVS Motor Company Limited

  • eClerx Services Limited

  • Canara Bank

  • Yatharth Hospital And Trauma Care Services Limited

  • Syrma SGS Technology Limited

  • Ashok Leyland Limited January 2026 Future

  • Ashok Leyland Limited

  • Cummins India Limited

  • GMR Airports Limited

  • Delhivery Limited

  • Bajaj Finance Limited

  • HDFC Asset Management Company Limited

  • Asian Paints Limited

  • Maruti Suzuki India Limited January 2026 Future

  • Aster DM Healthcare Limited

  • Cemindia Projects Ltd

  • Sterlite Technologies Limited

  • FSN E-Commerce Ventures Limited January 2026 Future

  • Canara Bank January 2026 Future

  • JK Cement Limited

  • TVS Motor Company Limited January 2026 Future

  • Hero MotoCorp Limited January 2026 Future

  • Cummins India Limited January 2026 Future

  • Asian Paints Limited January 2026 Future

  • Eicher Motors Limited January 2026 Future

  • GMR Airports Limited January 2026 Future

  • Bajaj Finance Limited January 2026 Future

  • Indian Bank January 2026 Future

  • Advent Hotels International Ltd.

  • HDFC Asset Management Company Limited January 2026 Future

  • Delhivery Limited January 2026 Future

  • AU Small Finance Bank Limited January 2026 Future

  • Manappuram Finance Limited January 2026 Future

  • Muthoot Finance Limited January 2026 Future

  • Laurus Labs Limited January 2026 Future

  • Max Financial Services Limited January 2026 Future

  • RBL Bank Limited January 2026 Future

  • One 97 Communications Limited January 2026 Future

  • Aditya Birla Capital Limited January 2026 Future

  • Multi Commodity Exchange of India Limited January 2026 Future

  • Fortis Healthcare Limited January 2026 Future

  • BSE Limited January 2026 Future

  • Bharat Electronics Limited January 2026 Future

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  • Finance - NBFC

  • Miscellaneous

  • Bank - Private

  • Finance - Investment

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Automobile Two & Three Wheelers

  • Finance - Others

  • Automobiles-Trucks/Lcv

  • Electric Equipment

  • Bank - Public

  • Defence

  • Finance - Stock Broking

  • Fintech

  • Chemicals

  • Automobiles - Dealers & Distributors

  • Auto Ancillary

  • Batteries

  • Automobiles - Passenger Cars

  • Breweries & Distilleries

  • Steel & Iron Products

  • Travel Services

  • IT - Hardware

  • e-Commerce

  • BPO/ITeS

  • Electronics - Components

  • Diesel Engines

  • Airport Management Services

  • Logistics

  • Finance - Asset Management

  • Paints

  • Engineering - Construction

  • Cable

  • Cement & Construction Materials

  • 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 ₹708.10 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 ₹-0.01(-0.08%)yesterday to ₹12.67.

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