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

15.840 (0.126%)

NAV on October 16, 2026

Category Equity:
Equity - Other

Investment StyleBox

Mid Growth

Total Assets 775 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: Negative return: -0.25%
1Y: Positive return: 14.20%
3M: Positive return: 4.97%
3Y: Positive return: 14.22%
6M: Positive return: 19.82%
5Y: N/A

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Nirali Bhansali (Since over 1 year) Dhawal Dhanani (Since over 3 years) Umeshkumar Mehta (Since about 3 years) Vishal Shinde (Since 4 months)

ISIN INF0K1H01081

Fund Family Samco Asset Management

P/E Ratio 25.83

P/B Ratio 4.72

Launch Date July 12, 2023

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 17.59%

Industrial 22.2%

Technology 19.0%

Basic Materials 9.16%

Consumer Cyclical 12.04%

Utilities Services 3.34%

Healthcare Services 12.12%

Energy Services 1.43%

Communication Services 1.59%

Consumer Defensive 1.53%

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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