Samco Active Momentum Growth Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹5,000

Samco Active Momentum Growth Direct Plan

NAV
₹13.8400
+0.51%
(14 Nov)
AUM
786 Cr
TER
0.86%
Risk
High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.3%
+11.9%
+10.3%
+9.9%
-4.6%
3Y
+31.2%
+31.2%
+31.2%
+29.6%
NA
5Y
+31.7%
+33.0%
+27.1%
+34.0%
NA
ALL
+17.2%
+12.4%
+18.3%
+25.5%
+14.8%
VOL
19.6%
20.1%
16.2%
22.0%
15.8%
TER
0.9%
0.8%
0.5%
0.6%
0.9%
AUM
₹1,466 Cr
₹5,714 Cr
₹8,189 Cr
₹5,658 Cr
₹786 Cr
INFO
0.88
0.61
1.13
1.16
0.93
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Samco Active Momentum (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
Clearing Corporation Of India Ltd
27.4%
Net Receivables / (Payables)
23.8%
Religare Enterprises Ltd
5.7%
Bharat Electronics Ltd
2.5%
Fortis Healthcare Ltd
2.4%
Aditya Birla Capital Ltd
2.3%
Muthoot Finance Ltd
2.2%
Laurus Labs Ltd
2.1%
HDFC Life Insurance Co Ltd
2.0%
Bharti Airtel Ltd
1.9%
Top industry exposure
Financial Services
25.1%
Industrials
9.4%
Basic Materials
7.9%
Consumer Cyclical
6.9%
Healthcare
5.8%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
842%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Nirali Bhansali
Dhawal Dhanani
Umeshkumar Mehta
Komal Grover

FAQs