Samco Active Momentum Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

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.

The Samco Active Momentum Fund Regular Growth has an AUM of 841.85 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.25%. The minimum investment in Samco Active Momentum Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Net Receivables / (Payables), Clearing Corporation Of India Ltd, One 97 Communications & Wockhardt.

The major sectors where the fund is invested are Consumer Financial Services, Biotechnology & Drugs, Audio & Video Equipment & Investment Services.

Some of the similar funds are HSBC Business Cycles Regular Growth, Edelweiss Recently Listed IPO Fund Regular Plan Growth, Axis Quant Fund Regular Growth, Samco Active Momentum Fund Regular Growth, Quant Manufacturing Fund Regular Growth. Samco Active Momentum Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.