Samco Active Momentum Fund - Growth - Regular Plan

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  • 0.16 %Nav, as on 23-02-2026

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  • Net Change on 23-02-2026

  • 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 15.39 23.47 23.37 1.57 35,142.92
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 19.29 22.68 19.16 1.68 15,808.40
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 14.27 29.27 20.09 1.75 8,271.28
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 21.72 25.59 22.01 1.84 6,315.87
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 29.87 34.53 27.96 1.85 5,979.80

Fund Holdings as on 31-January-2026

  • Net Receivables / (Payables)

  • Religare Enterprises Limited

  • Aditya Birla Capital Limited

  • Muthoot Finance Limited

  • Multi Commodity Exchange of India Limited

  • RBL Bank Limited

  • Laurus Labs Limited

  • AU Small Finance Bank Limited

  • One 97 Communications Limited

  • Max Financial Services Limited

  • Manappuram Finance Limited

  • Indian Bank

  • Eicher Motors Limited

  • Maruti Suzuki India Limited

  • L&T Finance Limited

  • TVS Motor Company Limited

  • Hero MotoCorp Limited

  • Canara Bank

  • Ashok Leyland Limited

  • FSN E-Commerce Ventures Limited

  • National Aluminium Company Limited

  • Cummins India Limited

  • Force Motors Limited

  • GMR Airports Limited

  • Bajaj Finance Limited

  • Thangamayil Jewellery Limited

  • Shriram Finance Limited

  • Hindalco Industries Limited

  • Asian Paints Limited

  • City Union Bank Limited

  • Acutaas Chemicals Limited

  • State Bank of India

  • The Federal Bank Limited

  • Karur Vysya Bank Limited

  • Navin Fluorine International Limited

  • Lumax Auto Technologies Limited

  • Mahindra & Mahindra Financial Services Limited

  • TD Power Systems Limited

  • SBI Life Insurance Company Limited

  • Cartrade Tech Limited

  • UPL Limited

  • Sandur Manganese And Iron Ores Ltd

  • Indian Metals & Ferro Alloys Limited

  • Netweb Technologies India Limited

  • Godawari Power And Ispat limited

  • eClerx Services Limited

  • GE Vernova T&D India Limited

  • HBL Engineering Limited

  • Gabriel India Limited

  • Le Travenues Technology Ltd

  • Radico Khaitan Limited

  • National Aluminium Company Limited February 2026 Future

  • Shriram Finance Limited February 2026 Future

  • State Bank of India February 2026 Future

  • Hindalco Industries Limited February 2026 Future

  • Advent Hotels International Ltd.

  • The Federal Bank Limited February 2026 Future

  • SBI Life Insurance Company Limited February 2026 Future

  • Ashok Leyland Limited February 2026 Future

  • L&T Finance Limited February 2026 Future

  • UPL Limited February 2026 Future

  • Asian Paints Limited February 2026 Future

  • Canara Bank February 2026 Future

  • TVS Motor Company Limited February 2026 Future

  • Cummins India Limited February 2026 Future

  • GMR Airports Limited February 2026 Future

  • Bajaj Finance Limited February 2026 Future

  • Hero MotoCorp Limited February 2026 Future

  • FSN E-Commerce Ventures Limited February 2026 Future

  • Maruti Suzuki India Limited February 2026 Future

  • Eicher Motors Limited February 2026 Future

  • Indian Bank February 2026 Future

  • Manappuram Finance Limited February 2026 Future

  • Max Financial Services Limited February 2026 Future

  • One 97 Communications Limited February 2026 Future

  • AU Small Finance Bank Limited February 2026 Future

  • Laurus Labs Limited February 2026 Future

  • Multi Commodity Exchange of India Limited February 2026 Future

  • Muthoot Finance Limited February 2026 Future

  • Aditya Birla Capital Limited February 2026 Future

  • RBL Bank Limited February 2026 Future

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  • Miscellaneous

  • Finance - NBFC

  • Bank - Private

  • Finance - Investment

  • Automobile Two & Three Wheelers

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • Automobiles-Trucks/Lcv

  • Fintech

  • Finance - Others

  • Automobiles - Passenger Cars

  • Auto Ancillary

  • Electric Equipment

  • e-Commerce

  • Aluminium & Aluminium Products

  • Diesel Engines

  • Airport Management Services

  • Diamond & Jewellery

  • Metal - Non Ferrous

  • Paints

  • Chemicals

  • Insurance

  • Automobiles - Dealers & Distributors

  • Pesticides & Agrochemicals

  • Mining & Minerals

  • Ferro & Silica Manganese

  • IT - Hardware

  • Steel & Iron Products

  • BPO/ITeS

  • Batteries

  • Breweries & Distilleries

  • Travel Services

  • 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 ₹662.80 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 ₹0.02(0.16%)yesterday to ₹12.74.

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