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

Samco Active Momentum Growth Direct Plan

NAV
₹14.1100
+0.79%
(16 Sep)
AUM
822 Cr
TER
0.87%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+4.3%
+1.4%
-3.0%
-3.5%
-9.0%
3Y
+29.5%
+29.4%
+30.0%
+30.1%
NA
5Y
+22.9%
+30.4%
+31.9%
+30.3%
NA
ALL
+22.9%
+18.4%
+11.9%
+16.9%
+16.6%
VOL
15.3%
16.3%
20.2%
19.7%
16.2%
TER
1.0%
0.5%
0.8%
0.9%
0.9%
AUM
₹6,162 Cr
₹7,509 Cr
₹5,179 Cr
₹1,341 Cr
₹822 Cr
INFO
1.50
1.13
0.59
0.86
1.03
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
23.1%
Net Receivables / (Payables)
12.3%
Religare Enterprises Ltd
5.2%
Force Motors Ltd
3.0%
Bharat Electronics Ltd
2.2%
Fortis Healthcare Ltd
2.2%
Aditya Birla Capital Ltd
2.1%
Marathon Nextgen Realty Ltd
2.0%
Laurus Labs Ltd
2.0%
HDFC Life Insurance Co Ltd
2.0%
Top industry exposure
Financial Services
27.2%
Basic Materials
11.6%
Industrials
10.4%
Healthcare
7.4%
Consumer Cyclical
4.6%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
871%
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