Samco Active Momentum Fund - Growth - Direct Plan

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  • 0.33 %Nav, as on 04-02-2025

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  • Net Change on 04-02-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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.)
Kotak Pioneer Fund- Direct Plan- Growth Option Oct 25, 2019 21.48 18.44 24.96 0.51 2,730.14

Fund Holdings as on 31-December-2024

  • Clearing Corporation of India Ltd

  • Wockhardt Limited

  • Dixon Technologies (India) Limited

  • Trent Limited

  • Swan Energy Limited

  • Religare Enterprises Limited

  • Info Edge (India) Limited

  • PB Fintech Limited January 2025 Future

  • Oracle Financial Services Software Limited

  • Central Depository Services (India) Limited January 2025 Future

  • Persistent Systems Limited

  • The Indian Hotels Company Limited

  • Coforge Limited January 2025 Future

  • Marathon Nextgen Realty Limited

  • Lupin Limited

  • Kalyan Jewellers India Limited

  • Zomato Limited January 2025 Future

  • Torrent Pharmaceuticals Limited

  • KEC International Limited

  • HCL Technologies Limited

  • Mahindra & Mahindra Limited

  • Kalyani Steels Limited

  • Multi Commodity Exchange of India Limited January 2025 Future

  • Multi Commodity Exchange of India Limited

  • Bharti Airtel Limited

  • Bharti Airtel Limited January 2025 Future

  • Shriram Finance Limited

  • Sun Pharmaceutical Industries Limited

  • Netweb Technologies India Limited

  • Lupin Limited January 2025 Future

  • Glenmark Pharmaceuticals Limited January 2025 Future

  • 360 One WAM Limited

  • Glenmark Pharmaceuticals Limited

  • Voltas Limited

  • Polyplex Corporation Limited

  • Voltas Limited January 2025 Future

  • Kirloskar Pneumatic Company Limited

  • Marksans Pharma Limited

  • Kalyan Jewellers India Limited January 2025 Future

  • Divi's Laboratories Limited January 2025 Future

  • Divi's Laboratories Limited

  • Dishman Carbogen Amcis Limited

  • Wipro Limited

  • The Indian Hotels Company Limited January 2025 Future

  • Rail Vikas Nigam Limited

  • Senco Gold Limited

  • Oracle Financial Services Software Limited January 2025 Future

  • Persistent Systems Limited January 2025 Future

  • Zomato Limited

  • Zydus Lifesciences Limited

  • Tips Music Limited

  • Bharat Electronics Limited

  • Dixon Technologies (India) Limited January 2025 Future

  • Nuvama Wealth Management Limited

  • Sun Pharmaceutical Industries Limited January 2025 Future

  • HCL Technologies Limited January 2025 Future

  • Torrent Pharmaceuticals Limited January 2025 Future

  • Suven Pharmaceuticals Limited

  • ASK Automotive Limited

  • Power Grid Corporation of India Limited

  • Radico Khaitan Limited

  • Info Edge (India) Limited January 2025 Future

  • Triveni Turbine Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Consumer Durables - Electronics

  • IT - Software

  • Retailing

  • Textile

  • Finance - Investment

  • BPO/ITeS

  • Diamond & Jewellery

  • Engineering - Construction

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Finance - Others

  • Automobiles - Passenger Cars

  • Steel & Iron Products

  • Finance - Stock Broking

  • Telecommunication - Service Provider

  • Finance - NBFC

  • IT - Hardware

  • Air Conditioners

  • Plastic Products

  • Compressors / Pumps

  • e-Commerce

  • Film Production, Distribution & Entertainment

  • Defence

  • Auto Ancillary

  • Power Generation/Distribution

  • Breweries & Distilleries

  • Engineering - Industrial Equipments

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Fund Manager

  • Education:B.Com, C.A
  • Experience:6
  • Basic Details:Paras Matalia has an experience of nearly 6 years in capital markets. He is the Head of Equity Research for Samco Mutual Fund where he has played pivotal role in analysing investments and construction of the fund portfolio. He has been crucial in the creation of the proprietary HexaShield framework which does periodic scenario analysis on fundamentals of thousands of companies across the globe. Being tech-savvy he has a strong understanding of how to leverage technology to improve the investment and portfolio management prowess. He started his career as an equity research analyst for creating StockBasket portfolios (A long-term thematic research and investment platform).
  • Funds Managed:
  • Samco Active Momentum Fund
  • Samco Arbitrage Fund
  • Samco Dynamic Asset Allocation Fund
  • Samco Multi Cap Fund
  • Samco Special Opportunities Fund
  • Samco Active Momentum Fund

  • 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 ₹920.14 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 ₹0.05(0.33%)yesterday to ₹15.04.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, and

The Samco Active Momentum Fund is managed by Paras Matalia and Umeshkumar Mehta.

Fund House Contact

1003, A Wing, Naman Midtown, 10th Floor, Senapati Bapat Marg, Prabhadevi Mumbai - 400013

+91 6357222000
mfassist@samcomf.com
022-41708989