Samco Active Momentum Fund - Growth - Regular Plan

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  • 1.04 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

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  • 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 13.91 26.12 34.40 1.61 27,197.33
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 7.14 34.33 34.04 1.79 6,484.96
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.85 26.25 33.12 1.83 6,230.97
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 8.18 16.68 22.59 1.94 5,555.82
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.27 31.03 34.90 1.80 5,390.83

Fund Holdings as on 30-April-2025

  • One 97 Communications Limited

  • Dixon Technologies (India) Limited

  • Wockhardt Limited

  • Religare Enterprises Limited

  • UPL Limited

  • HDFC Bank Limited

  • Swan Energy Limited

  • SBI Cards and Payment Services Limited

  • Chambal Fertilizers & Chemicals Limited May 2025 Future

  • Bharti Airtel Limited

  • InterGlobe Aviation Limited

  • Clearing Corporation of India Ltd

  • Muthoot Finance Limited

  • Eicher Motors Limited

  • Bajaj Finance Limited

  • 364 Days Tbill (MD 18/07/2025)

  • BSE Limited

  • Jubilant Foodworks Limited May 2025 Future

  • Divi's Laboratories Limited

  • SRF Limited

  • Shree Cement Limited May 2025 Future

  • Narayana Hrudayalaya Limited

  • AstraZeneca Pharma India Limited

  • Gabriel India Limited

  • The Indian Hotels Company Limited

  • Kotak Mahindra Bank Limited

  • Marathon Nextgen Realty Limited

  • Chambal Fertilizers & Chemicals Limited

  • Kaveri Seed Company Limited

  • India Shelter Finance Corporation Limited

  • Mazagon Dock Shipbuilders Limited

  • Patanjali Foods Limited May 2025 Future

  • Aavas Financiers Limited

  • Marico Limited

  • United Breweries Limited

  • The Indian Hotels Company Limited May 2025 Future

  • Laurus Labs Limited

  • Kotak Mahindra Bank Limited May 2025 Future

  • Aarti Pharmalabs Limited

  • Max Financial Services Limited

  • Suven Pharmaceuticals Limited

  • Radico Khaitan Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Fintech

  • Consumer Durables - Electronics

  • Bank - Private

  • Finance - Investment

  • Pesticides & Agrochemicals

  • Textile

  • Telecommunication - Service Provider

  • Airlines

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Chemicals

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Fertilizers

  • Agriculture

  • Ship Building

  • Breweries & Distilleries

  • Consumer Food

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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 ₹860.15 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 ₹0.14(1.04%)yesterday to ₹13.58.

Among its top 3 holdings the fund has exposure to One 97 Communications 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