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

Samco Active Momentum Growth Direct Plan

NAV
₹14.6200
+0.90%
(19 Nov)
AUM
850 Cr
TER
0.86%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+51.5%
+49.4%
+43.3%
+42.4%
+31.4%
3Y
+34.5%
+32.3%
+33.8%
+31.8%
NA
5Y
+24.7%
+27.9%
NA
+30.5%
NA
ALL
+12.4%
+17.6%
+28.7%
+17.9%
+32.1%
VOL
20.3%
19.6%
22.7%
18.2%
16.7%
TER
0.8%
0.8%
0.5%
1.2%
0.9%
AUM
₹4,471 Cr
₹1,331 Cr
₹5,456 Cr
₹6,779 Cr
₹850 Cr
INFO
0.61
0.90
1.26
0.98
1.92
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 Aug
Top holdings
Clearing Corporation Of India Ltd
25.6%
Net Receivables / (Payables)
24.3%
Wockhardt Ltd
7.8%
Swan Energy Ltd
6.2%
Religare Enterprises Ltd
5.6%
Future on Hindustan Aeronautics Ltd Ordinary Shares
4.8%
Power Finance Corporation Limited September 2024 Future
4.2%
Rec Limited September 2024 Future
3.3%
Trent Limited September 2024 Future
3.3%
Power Finance Corp Ltd
2.9%
Top industry exposure
Financial Services
13.6%
Healthcare
11.4%
Industrials
10.6%
Consumer Cyclical
10.1%
Utilities
3.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
511%
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