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  • Samco Mutual Fund
  • Samco Active Momentum Fund (Growth)
Samco Mutual Fund

Samco Active Momentum Fund (Growth)

EquitySectoral/ Thematic

10.33

NAV (Sep 26)

2.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.33

NAV (Sep 26)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
2.4%
6 Month CAGR
NA

Scheme Information

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. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Expense Ratio
2.4
Launched (0y ago)
Jul 12, 2023
AUM in Crores
425.768
ISIN
INF0K1H01073
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Paras Matalia

Fund Manager

Umeshkumar Mehta

Fund Manager

Dhawal Dhanani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Samco Active Momentum Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-09-26

Top Stock Holdings

clearing corporation of india ltd

25.2%
25.2%

man infraconstruction ltd

4.9%
4.9%

net receivables / (payables)

4.7%
4.7%

idfc ltd

4.6%
4.6%

ajanta pharma ltd

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

16.3%
16.3%

industrials

13.9%
13.9%

healthcare

10.9%
10.9%

communication services

7.4%
7.4%

basic materials

7.2%
7.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,197 cr

₹ 11,862 cr

₹ 17,630 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

Fund NameScripbox Opinion
Till Date CAGR

-

19%

-

5.3%

-

6%

-

2.4%

Samco Active Momentum Fund (G) Review

Samco Active Momentum Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 2.4% over a period of 0 years. The fund is managed by Samco Asset Management Pvt Ltd. The fund managers are Dhawal Dhanani, Paras Matalia, Umeshkumar Mehta.

Nav of Samco Active Momentum Fund (G) as of 9/26/2023 is ₹10.33 with the total AUM as of 9/26/2023 is ₹425.768. With Scripbox you can compare and check the latest nav for all mutual funds in India. Samco Active Momentum Fund (G) was launched on Jul 12, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Samco Active Momentum Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Samco Active Momentum Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

Samco Active Momentum Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Samco Active Momentum Fund (G).

Frequently Asked Questions

What is Samco Active Momentum Fund (G)?

Samco Active Momentum Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Samco Active Momentum Fund (G)?

You can invest in Samco Active Momentum Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Samco Active Momentum Fund (G)?

The minimum sip amount for Samco Active Momentum Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Samco Active Momentum Fund (G) good to invest in?

As per Scripbox experts, Samco Active Momentum Fund (G) is a Not Reviewed Yet fund. You can investSamco Active Momentum Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Samco Active Momentum Fund (G)?

The expense ratio of the Samco Active Momentum Fund (G) is 2.4% for regular plan.