Samco Active Momentum Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Samco Active Momentum Growth Direct Plan

NAV
₹13.4900
-0.22%
(27 Feb)
AUM
540 Cr
TER
0.88%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+102.0%
+98.2%
+79.5%
+65.3%
NA
3Y
+44.4%
+41.0%
+46.7%
+39.6%
NA
5Y
NA
+27.1%
+38.9%
+29.7%
NA
ALL
+34.8%
+12.6%
+20.6%
+17.9%
+34.9%
VOL
21.7%
19.7%
20.1%
18.1%
13.1%
TER
0.6%
1.0%
0.8%
1.2%
0.9%
AUM
₹2,679 Cr
₹1,432 Cr
₹1,636 Cr
₹4,574 Cr
₹540 Cr
INFO
1.60
0.64
1.03
0.99
2.67
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 31st Jan
Top holdings
Clearing Corporation Of India Ltd
12.1%
Net Receivables / (Payables)
11.5%
Swan Energy Ltd
7.2%
Man Infraconstruction Ltd
6.9%
SJVN Ltd
4.4%
TIPS Industries Ltd
4.1%
Ajanta Pharma Ltd
4.0%
Power Finance Corporation Limited February 2024 Future
3.9%
Power Finance Corp Ltd
3.9%
Rec Limited February 2024 Future
3.8%
Top industry exposure
Industrials
22.6%
Financial Services
16.9%
Consumer Cyclical
9.2%
Healthcare
7.9%
Consumer Defensive
7.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 2% 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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund manager(s)
Dhawal Dhanani
Paras Matalia
Umeshkumar Mehta

FAQs