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

14.960 (0.201%)

NAV on June 25, 2026

Category Equity:
Equity - Other

Investment StyleBox

Mid Growth

Total Assets 681 cr

Turnover Ratio 162.00%

Expense Ratio 0.98%

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

Returns

1M: 4.69%
1Y: 2.96%
3M: 18.64%
3Y: N/A
6M: 11.14%
5Y: N/A

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Nirali Bhansali (Since over 1 year) Dhawal Dhanani (Since almost 3 years) Umeshkumar Mehta (Since almost 3 years)

ISIN INF0K1H01081

Fund Family Samco Asset Management

P/E Ratio 22.37

P/B Ratio 3.20

Launch Date July 12, 2023

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 33.74%

Industrial 24.81%

Technology 7.37%

Basic Materials 12.02%

Consumer Cyclical 11.63%

Utilities Services 0.0%

Healthcare Services 4.21%

Energy Services 2.01%

Communication Services 2.14%

Consumer Defensive 2.06%

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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