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

Samco Active Momentum Growth Direct Plan

NAV
₹14.3600
+0.07%
(21 Feb)
AUM
890 Cr
TER
0.87%
Risk
Moderate Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+7.5%
+6.9%
-2.5%
-3.9%
-9.2%
3Y
NA
+28.9%
+30.8%
+28.6%
+29.1%
5Y
NA
+29.0%
+23.5%
+22.8%
+26.6%
ALL
+24.9%
+16.8%
+11.3%
+16.1%
+24.8%
VOL
16.5%
18.2%
20.4%
19.8%
22.8%
TER
0.9%
1.1%
0.8%
0.8%
0.6%
AUM
₹890 Cr
₹7,435 Cr
₹4,543 Cr
₹1,230 Cr
₹5,169 Cr
INFO
1.51
0.93
0.56
0.81
1.09
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
Net Receivables / (Payables)
59.2%
Clearing Corporation Of India Ltd
12.3%
Wockhardt Ltd
7.6%
Dixon Technologies (India) Ltd
6.2%
Future on Dixon Technologies (India) Ltd
6.2%
Trent Limited February 2025 Future
5.5%
Trent Ltd
5.5%
Swan Energy Ltd
5.0%
Religare Enterprises Ltd
4.8%
Future on Bharti Airtel Ltd
3.6%
Top industry exposure
Healthcare
14.8%
Technology
10.6%
Consumer Cyclical
9.7%
Financial Services
8.6%
Industrials
7.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
607%
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.
Fund manager(s)
Nirali Bhansali
Dhawal Dhanani
Umeshkumar Mehta

FAQs