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

14.460 (0.696%)

NAV on August 18, 2025

Category Equity:
Equity - Other

Investment StyleBox

Large Growth

Total Assets 861 cr

Turnover Ratio 242.38%

Expense Ratio 0.87%

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

Returns

1M: -4.11%
1Y: -3.60%
3M: 3.51%
3Y: N/A
6M: 1.40%
5Y: N/A

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Nirali Bhansali (Since 6 months) Dhawal Dhanani (Since about 2 years) Umeshkumar Mehta (Since about 2 years) Komal Grover (Since about 1 month)

ISIN INF0K1H01081

Fund Family Samco Asset Management

P/E Ratio 30.76

P/B Ratio 4.83

Launch Date July 12, 2023

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 35.11%

Industrial 16.92%

Technology 2.95%

Basic Materials 13.04%

Consumer Cyclical 9.86%

Utilities Services 2.77%

Healthcare Services 8.79%

Energy Services 0.00%

Communication Services 5.33%

Consumer Defensive 2.52%

Real Estate 2.70%

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.

View Factsheet