- Mutual Funds
- Samco Mutual Fund
- Samco Active Momentum Fund (Growth)
Samco Active Momentum Fund (Growth)
₹ 12.91
NAV (Apr 26)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.91
NAV (Apr 26)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 28.6% |
6 Month CAGR | 26.5% |
Scheme Information
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 | 2.3 |
Launched (1y ago) | Jul 12, 2023 |
AUM in Crores | 745.726 |
ISIN | INF0K1H01073 |
Lock-in | No Lock-in |
Benchmark | 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 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Samco Active Momentum Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
net receivables / (payables)
34.1%clearing corporation of india ltd
21.4%hdfc bank limited april 2024 future
9.3%hdfc bank ltd
9.2%swan energy ltd
7.3%Allocation by Sector
financial services
21.1%healthcare
12.4%consumer cyclical
10.4%industrials
6.9%energy
4.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,475 cr | ||
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Samco Asset Management Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 24.5% | ||
- | 1.3% | ||
- | 7.1% | ||
- | 6.3% | ||
- | 28.6% |
Samco Active Momentum Fund (G) Review
Samco Active Momentum Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 28.6% 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 4/26/2024 is ₹12.91 with the total AUM as of 4/26/2024 is ₹745.726. 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 Moderately 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 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)?
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 2.3% for regular plan.