Samco Active Momentum Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Samco Active Momentum Growth Direct Plan

NAV
₹14.5800
+0.41%
(13 Jun)
AUM
860 Cr
TER
0.87%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+7.1%
+5.4%
-0.2%
-0.9%
-2.8%
3Y
+35.4%
NA
+36.6%
+37.3%
+34.7%
5Y
+32.9%
NA
+32.8%
+31.6%
+35.2%
ALL
+18.4%
+21.6%
+12.2%
+17.4%
+15.8%
VOL
16.4%
16.7%
20.4%
19.9%
19.2%
TER
0.6%
0.9%
0.8%
0.9%
1.0%
AUM
₹6,864 Cr
₹860 Cr
₹5,259 Cr
₹1,394 Cr
₹7,026 Cr
INFO
1.12
1.29
0.60
0.88
0.82
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Samco Active Momentum (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
One97 Communications Ltd
8.5%
Dixon Technologies (India) Ltd
7.0%
Net Receivables / (Payables)
5.3%
Wockhardt Ltd
4.7%
Religare Enterprises Ltd
4.4%
UPL Ltd
4.2%
HDFC Bank Ltd
3.9%
Swan Energy Ltd
3.8%
SBI Cards and Payment Services Ltd Ordinary Shares
3.8%
Future on Chambal Fertilisers & Chemicals Ltd
3.7%
Top industry exposure
Financial Services
25.8%
Technology
15.6%
Healthcare
13.4%
Industrials
11.3%
Basic Materials
7.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
892%
Lock-in period
-
Exit load
• 2% for redemption within 365 days
Fund 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.
Fund manager(s)
Nirali Bhansali
Dhawal Dhanani
Umeshkumar Mehta

FAQs