Samco Active Momentum Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹751.84 Cr
Expense Ratio
3.37%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
12 Jul 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.46% | -- |
| 3 Months | +9.02% | -- |
| 6 Months | +23.89% | -- |
| 1 Year | +14.55% | +14.55% |
| 2 Years | -- | +2.78% |
| 3 Years | +46.75% | +13.64% |
| 5 Years | -- | 0% |
| Since Launch | +53.19% | +14.06% |
Holdings as on 12 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Sterlite Technologies | 47.32 | 6.29 |
| Clearing Corporation Of India Ltd | 43.93 | 5.84 |
| Religare Enterprises | 37.00 | 4.92 |
| Ather Energy | 29.23 | 3.89 |
| HFCL | 28.85 | 3.84 |
| Welspun Corp | 25.65 | 3.41 |
| Shilpa Medicare | 23.16 | 3.08 |
| MTAR Technologies | 22.49 | 2.99 |
| Sansera Engineering | 21.48 | 2.86 |
| Avalon Technologies | 20.15 | 2.68 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.47
Sharpe Ratio
17.56%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Samco Active Momentum Fund Regular Growth | +14.55% | +13.64% | -- |
| Quant Manufacturing Fund Regular Growth | +7.98% | +13.07% | -- |
| DSP Quant Fund Regular Growth | -8.99% | +4.13% | +2.43% |
| Invesco India Manufacturing Fund Regular Growth | +10.14% | -- | -- |
| Motilal Oswal Manufacturing Fund Regular Growth | -3.81% | -- | -- |
Results are calculated on CAGR basis
About Fund
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 751.84 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 3.37%. 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 fund has a present cash holding of %. The top holdings of the fund include Sterlite Technologies, Clearing Corporation Of India Ltd, Religare Enterprises, Ather Energy.
The major sectors where the fund is invested are Misc. Fabricated Products, Electronic Instr. & Controls, Biotechnology & Drugs, Misc. Capital Goods.
Some of the similar funds are Samco Active Momentum Fund Regular Growth, Quant Manufacturing Fund Regular Growth, DSP Quant Fund Regular Growth, Invesco India Manufacturing Fund Regular Growth, Motilal Oswal Manufacturing Fund Regular Growth. Samco Active Momentum Fund Regular Growth has a sharpe ratio of 0.47 & a standard deviation of 17.56%.
FAQs
According to the morning star rating Samco Active Momentum Fund Regular Growth has a Medium risk & Exceptional return.
Samco Active Momentum Fund Regular Growth is managed by Nirali Bhansali,Dhawal Dhanani,Umeshkumar Mehta,Vishal Shinde.
The expense ratio of Samco Active Momentum Fund Regular Growth is 3.37%.
The 5 year annualized return on Samco Active Momentum Fund Regular Growth is 0.00% & it has generated 14.55% in the last 1 year.
The minimum investment in Samco Active Momentum Fund Regular Growth is 5000 Rs.
Samco Active Momentum Fund Regular Growth has an AUM of 751.84 crores.
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