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

Samco Active Momentum Growth Direct Plan

NAV
₹15.2500
+1.40%
(26 Jul)
AUM
813 Cr
TER
0.9%
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
+88.2%
+87.7%
+87.0%
+63.5%
+50.0%
3Y
+42.3%
+43.2%
+41.2%
+40.1%
NA
5Y
+28.6%
NA
+33.5%
+31.7%
NA
ALL
+13.7%
+34.7%
+19.3%
+18.9%
+47.9%
VOL
20.3%
22.9%
19.6%
18.3%
17.0%
TER
0.8%
0.5%
0.9%
1.1%
0.9%
AUM
₹3,695 Cr
₹5,122 Cr
₹1,363 Cr
₹5,703 Cr
₹813 Cr
INFO
0.67
1.51
0.98
1.04
2.82
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 Jun
Top holdings
Swan Energy Ltd
5.8%
Wockhardt Ltd
5.6%
Religare Enterprises Ltd
5.3%
Amara Raja Energy & Mobility Ltd
4.1%
Sterling and Wilson Renewable Energy Ltd
3.7%
Man Infraconstruction Ltd
3.5%
Torrent Power Ltd
3.0%
Sundaram Finance Ltd
2.9%
Net Receivables / (Payables)
2.8%
Power Finance Corp Ltd
2.8%
Top industry exposure
Industrials
23.6%
Financial Services
18.1%
Healthcare
12.1%
Consumer Cyclical
10.3%
Basic Materials
8.9%
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