Item: Samco Active Momentum Fund Direct Growth
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › Samco Asset Management Mutual Fund › Samco Active Momentum Fund Direct Growth

16.140 (0.373%)

NAV on September 25, 2026

Category Equity:
Equity - Other

Investment StyleBox

Mid Growth

Total Assets 752 cr

Turnover Ratio 162.00%

Expense Ratio 2.06%

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

1M: Positive return: 2.61%
1Y: Positive return: 16.03%
3M: Positive return: 7.89%
3Y: Positive return: 16.15%
6M: Positive return: 27.99%
5Y: N/A

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Nirali Bhansali (Since over 1 year) Dhawal Dhanani (Since about 3 years) Umeshkumar Mehta (Since about 3 years) Vishal Shinde (Since 3 months)

ISIN INF0K1H01081

Fund Family Samco Asset Management

P/E Ratio 27.65

P/B Ratio 5.14

Launch Date July 12, 2023

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 15.13%

Industrial 24.14%

Technology 18.62%

Basic Materials 9.21%

Consumer Cyclical 15.88%

Utilities Services 2.96%

Healthcare Services 9.45%

Energy Services 1.55%

Communication Services 0.84%

Consumer Defensive 2.22%

Real Estate 0.00%

INVESTMENT 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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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