Samco Active Momentum Fund - Growth - Direct Plan

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  • (-0.14%)Nav, as on 11-03-2025

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  • Net Change on 11-03-2025

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  • Assets (Cr.)

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Fund Overview Growth | Direct 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.)
UTI-Transpotation and Logistics Fund-Growth Option- Direct Jan 01, 2013 -1.98 24.53 25.20 0.89 3,042.57
Tata Ethical Fund -Direct Plan Growth Jan 01, 2013 -0.85 10.19 19.25 0.70 2,980.72
Kotak Pioneer Fund- Direct Plan- Growth Option Oct 25, 2019 7.96 17.92 25.07 0.51 2,438.60
Edelweiss Recently Listed IPO Fund Direct Plan Growth Feb 22, 2018 1.44 10.47 19.09 1.09 788.32
Taurus Ethical Fund-Direct Plan-Growth Option Jan 01, 2013 -1.75 14.44 18.96 0.56 251.45

Fund Holdings as on 28-February-2025

  • Net Receivables / (Payables)

  • Clearing Corporation of India Ltd

  • One 97 Communications Limited

  • Wockhardt Limited

  • Dixon Technologies (India) Limited

  • Religare Enterprises Limited

  • UPL Limited

  • Swan Energy Limited

  • SBI Cards and Payment Services Limited

  • Bharti Airtel Limited

  • Muthoot Finance Limited

  • Bajaj Finance Limited

  • Info Edge (India) Limited

  • Divi's Laboratories Limited

  • Persistent Systems Limited

  • The Indian Hotels Company Limited

  • Marathon Nextgen Realty Limited

  • Mahindra & Mahindra Limited

  • Chambal Fertilizers & Chemicals Limited

  • Jupiter Life Line Hospitals Limited

  • Multi Commodity Exchange of India Limited

  • Redington Limited

  • Zensar Technologies Limited

  • Blue Jet Healthcare Ltd

  • United Breweries Limited

  • Marico Limited

  • Wipro Limited

  • Marksans Pharma Limited

  • Aarti Pharmalabs Limited

  • Laurus Labs Limited

  • Coforge Limited

  • Suven Pharmaceuticals Limited

  • ASK Automotive Limited

  • Radico Khaitan Limited

  • BSE Limited

  • Glenmark Pharmaceuticals Limited

  • Trent Limited

  • Lupin Limited

  • Coforge Limited March 2025 Future

  • Laurus Labs Limited March 2025 Future

  • Multi Commodity Exchange of India Limited March 2025 Future

  • The Indian Hotels Company Limited March 2025 Future

  • Persistent Systems Limited March 2025 Future

  • Divi's Laboratories Limited March 2025 Future

  • Info Edge (India) Limited March 2025 Future

  • SBI Cards and Payment Services Limited March 2025 Future

  • Bajaj Finance Limited March 2025 Future

  • Muthoot Finance Limited March 2025 Future

  • Bharti Airtel Limited March 2025 Future

  • UPL Limited March 2025 Future

  • Dixon Technologies (India) Limited March 2025 Future

  • One 97 Communications Limited March 2025 Future

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  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Fintech

  • Consumer Durables - Electronics

  • Finance - Investment

  • IT - Software

  • Pesticides & Agrochemicals

  • Textile

  • Telecommunication - Service Provider

  • BPO/ITeS

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • Fertilizers

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Finance - Stock Broking

  • Trading

  • Consumer Food

  • Auto Ancillary

  • Finance - Others

  • Retailing

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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 ₹841.85 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 ₹-0.02(-0.14%)yesterday to ₹14.13.

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