Samco Active Momentum Fund - Growth - Regular Plan

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  • (-2.62%)Nav, as on 25-04-2025

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  • Net Change on 25-04-2025

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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 12.45 23.15 34.55 1.63 25,696.42
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -0.35 22.05 31.37 1.86 6,161.56
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 9.89 29.25 32.61 1.79 6,046.75
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 7.49 13.13 21.82 1.94 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -7.29 27.70 32.39 1.77 5,342.23

Fund Holdings as on 31-March-2025

  • Wockhardt Limited

  • One 97 Communications Limited

  • Dixon Technologies (India) Limited

  • Religare Enterprises Limited

  • Swan Energy Limited

  • UPL Limited

  • SBI Cards and Payment Services Limited

  • HDFC Bank Limited

  • Vedanta Limited

  • InterGlobe Aviation Limited

  • Muthoot Finance Limited

  • Bharti Airtel Limited

  • Chambal Fertilizers & Chemicals Limited April 2025 Future

  • Bajaj Finance Limited

  • Eicher Motors Limited

  • Divi's Laboratories Limited

  • Max Healthcare Institute Limited April 2025 Future

  • SRF Limited

  • Laurus Labs Limited April 2025 Future

  • BSE Limited

  • Gabriel India Limited

  • The Indian Hotels Company Limited

  • Dixon Technologies (India) Limited April 2025 Future

  • Marathon Nextgen Realty Limited

  • Chambal Fertilizers & Chemicals Limited

  • Mahindra & Mahindra Limited

  • India Shelter Finance Corporation Limited

  • Kaveri Seed Company Limited

  • Avanti Feeds Limited

  • Aavas Financiers Limited

  • Jupiter Life Line Hospitals Limited

  • The Indian Hotels Company Limited April 2025 Future

  • Blue Jet Healthcare Ltd

  • Redington Limited

  • Marico Limited

  • United Breweries Limited

  • Wipro Limited

  • Laurus Labs Limited

  • Aarti Pharmalabs Limited

  • Clearing Corporation of India Ltd

  • Suven Pharmaceuticals Limited

  • Radico Khaitan Limited

  • UPL Limited April 2025 Future

  • AstraZeneca Pharma India Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Finance - NBFC

  • Fintech

  • Consumer Durables - Electronics

  • Finance - Investment

  • Textile

  • Pesticides & Agrochemicals

  • Bank - Private

  • Metal - Non Ferrous

  • Airlines

  • Telecommunication - Service Provider

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Chemicals

  • Finance - Others

  • Auto Ancillary

  • Consumer Food

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Fertilizers

  • Automobiles - Passenger Cars

  • Agriculture

  • Hospital & Healthcare Services

  • Breweries & Distilleries

  • Trading

  • IT - Software

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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 ₹886.80 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 down ₹-0.37(-2.62%)yesterday to ₹13.76.

Among its top 3 holdings the fund has exposure to Wockhardt 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