Samco Active Momentum Fund - Growth - Regular Plan

Other Plans and Options
  • 0 %Nav, as on 21-02-2025

  • Previous Nav

  • Net Change on 21-02-2025

  • PersonalFN Rating

  • 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 12.21 22.67 25.74 1.63 24,746.94
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.46 21.62 23.86 1.84 6,379.45
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 12.76 24.93 24.60 1.80 5,948.48
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 7.58 10.66 13.72 1.94 5,543.93
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -10.34 27.32 24.58 1.81 5,168.64

Fund Holdings as on 31-January-2025

  • Net Receivables / (Payables)

  • Clearing Corporation of India Ltd

  • Wockhardt Limited

  • Dixon Technologies (India) Limited

  • Trent Limited

  • Swan Energy Limited

  • Religare Enterprises Limited

  • Bharti Airtel Limited

  • Info Edge (India) Limited

  • BSE Limited

  • Persistent Systems Limited

  • The Indian Hotels Company Limited

  • Marathon Nextgen Realty Limited

  • Lupin Limited

  • Torrent Pharmaceuticals Limited

  • Mahindra & Mahindra Limited

  • Multi Commodity Exchange of India Limited

  • Zensar Technologies Limited

  • Glenmark Pharmaceuticals Limited

  • PTC Industries Limited

  • Wipro Limited

  • Divi's Laboratories Limited

  • Blue Jet Healthcare Ltd

  • Rail Vikas Nigam Limited

  • Marksans Pharma Limited

  • Kalyani Steels Limited

  • Laurus Labs Limited

  • Coforge Limited

  • Bharat Electronics Limited

  • Zomato Limited

  • Tips Music Limited

  • Suven Pharmaceuticals Limited

  • ASK Automotive Limited

  • Power Grid Corporation of India Limited

  • Radico Khaitan Limited

  • Voltas Limited

  • Kalyan Jewellers India Limited

  • Zomato Limited February 2025 Future

  • Coforge Limited February 2025 Future

  • Laurus Labs Limited March 2025 Future

  • Divi's Laboratories Limited February 2025 Future

  • Glenmark Pharmaceuticals Limited February 2025 Future

  • Multi Commodity Exchange of India Limited February 2025 Future

  • Torrent Pharmaceuticals Limited February 2025 Future

  • Lupin Limited February 2025 Future

  • The Indian Hotels Company Limited February 2025 Future

  • Persistent Systems Limited February 2025 Future

  • BSE Limited February 2025 Future

  • Info Edge (India) Limited February 2025 Future

  • Bharti Airtel Limited March 2025 Future

  • Trent Limited February 2025 Future

  • Dixon Technologies (India) Limited February 2025 Future

View More

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Consumer Durables - Electronics

  • Retailing

  • Textile

  • Finance - Investment

  • IT - Software

  • Telecommunication - Service Provider

  • BPO/ITeS

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • Finance - Stock Broking

  • Castings/Forgings

  • Engineering - Construction

  • Steel & Iron Products

  • Defence

  • e-Commerce

  • Film Production, Distribution & Entertainment

  • Auto Ancillary

  • Power Generation/Distribution

  • Breweries & Distilleries

  • Air Conditioners

  • Diamond & Jewellery

View More

Fund Manager

  • Cash

  • Derivatives

  • Equity

View More

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 ₹890.41 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(0%)yesterday to ₹14.03.

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