Samco Active Momentum Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Active-Momentum
Launch Date: 05-07-2023
AUM:
591.04 Cr
Expense Ratio
2.35%
Benchmark
NIFTY 500 TRI
ISIN
INF0K1H01073
Minimum Investment
5000.0
Minimum Topup
500.0
Minimum SIP Amount
250
Fund Manager
Mr. Umeshkumar Mehta, Ms. Nirali Bhansali, Mr. Dhawal Dhanani, Ms. Komal Grover
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Samco Active Momentum Fund - Regular Plan - Growth Option | -6.89 | - | - |
| NIFTY 500 TRI | 6.49 | 16.45 | 14.33 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.83
Last change
0.12 (0.9353%)
Fund Size (AUM)
₹ 591.04 Cr
Performance
9.34% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in 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 Manager
Mr. Umeshkumar Mehta, Ms. Nirali Bhansali, Mr. Dhawal Dhanani, Ms. Komal Grover
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Clearing Corporation of India Ltd | 13.92 |
| RELIGARE ENTERPRISES LIMITED EQ | 5.82 |
| MTAR TECHNOLOGIES LIMITED EQ | 3.47 |
| FORCE MOTORS LIMITED EQ | 2.74 |
| LUMAX AUTO TECHNOLOGIES LIMITED EQ NEW FV RS. 2/- | 2.71 |
| TD POWER SYSTEMS LIMITED EQ NEW FV RS.2/- | 2.57 |
| ADITYA BIRLA CAPITAL LIMITED EQ | 2.3 |
| Multi Commodity Exchange of India Ltd | 2.27 |
| Vedanta Limited March 2026 Future | 2.26 |
| THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- | 2.23 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 37.82 |
| Automobile and Auto Components | 13.72 |
| Capital Goods | 12.14 |
| Metals & Mining | 4.34 |
| Healthcare | 3.56 |
| Consumer Services | 2.23 |
| Consumer Durables | 2.04 |
| Information Technology | 1.86 |
| Services | 1.84 |
| Chemicals | 1.65 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Samco Active Momentum Fund Reg Gr | 0.0 |
| Motilal Oswal Active Momentum Fund Reg Gr | 0.0 |
| Nippon India Active Momentum Fund Reg Plan Gr | 0.0 |
| Union Active Momentum Fund Reg Gr | 0.0 |