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Business News/Market/Market Stats/    Samco Active Momentum Fund Regular Growth

Samco Active Momentum Fund Regular Growth

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Invest
Explore On
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
12.74 +0.04 (0.31%) NAV as on 14 Jan, 2026
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)741.99
  • CAGR -14.38%
  • Exit Load1.00%
  • Expense ratio2.29%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2023-07-12

Morning Star Rating N.A.

Medium
Risk
Return

Asset Allocation

Holdings As On - 17 January 2026

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivables / (Payables)
  • 144.42
  • 19.46%
  • Clearing Corporation Of India Ltd
  • 110.57
  • 14.90%
View More

Risk & Volitility

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

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 741.99 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 2.29%. 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 & - respectively.

 

The top holdings of the fund include Net Receivables / (Payables), Clearing Corporation Of India Ltd, Religare Enterprises & Aditya Birla Capital.

 

The major sectors where the fund is invested are Investment Services, Consumer Financial Services, Regional Banks & Healthcare Facilities.

 

Some of the similar funds are SBI Comma Fund Regular Growth, LIC MF Manufacturing Fund Regular Growth, Samco Active Momentum Fund Regular Growth, Mahindra Manulife Manufacturing Fund Regular Growth, Motilal Oswal Manufacturing Fund Regular Growth. Samco Active Momentum Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

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FAQs about Samco Active Momentum Fund Regular Growth

According to the morning star rating Samco Active Momentum Fund Regular Growth has a Medium risk & return.
Samco Active Momentum Fund Regular Growth is managed by Nirali Bhansali,Dhawal Dhanani,Umeshkumar Mehta,Komal Grover.
The expense ratio of Samco Active Momentum Fund Regular Growth is 2.29%.
The 5 year annualized return on Samco Active Momentum Fund Regular Growth is 0.00% & it has generated -14.38% 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 741.99 crores.
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