- Mutual Funds
- Samco Mutual Fund
- Samco Active Momentum Fund (G)
Samco Active Momentum Fund (G)
₹ 14.63
NAV (Oct 04)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.63
NAV (Oct 4)
Fund Returns
Last 1Y | 41.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 35.5% |
6 Month CAGR | 14.1% |
Scheme Information
The Scheme 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
Expense Ratio | 2.27 |
Launched (0y ago) | 2.27 |
AUM in Crores | 891.7 |
ISIN | INF0K1H01073 |
Lock-in | - |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Samco Active Momentum Fund (G) | 22,58,941 | 15,26,329 | 41.4% | |
| 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
Others
26%Swan Energy Ltd.
6.9%Wockhardt Ltd.
6.9%Religare Enterprises Ltd.
5.1%Power Finance Corporation Ltd.
3.9%Allocation by Sector
Financial
21.39%Capital Goods
20.71%Healthcare
12.23%Construction
10.15%Energy
6.17%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Samco Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 23.502% | ||
- | 7.811% | ||
- | -0.5% | ||
- | 12.6% | ||
- | 35.512% |
Samco Active Momentum Fund (G) Review
Samco Active Momentum Fund (G) is a Equity Equity fund and has delivered an annualised return of 35.512% over a period of 1 years. The fund is managed by Samco Mutual Fund. The fund managers are Dhawal Ghanshyam Dhanani, Paras Matalia, Umeshkumar Mehta.
Nav of Samco Active Momentum Fund (G) as of 10/4/2024 is ₹14.63 with the total AUM as of 10/6/2024 is ₹891.6972. With Scripbox you can compare and check the latest nav for all mutual funds in India. Samco Active Momentum Fund (G) was launched on 2023-07-05. The category risk of the fund is null.
The minimum SIP amount for Samco Active Momentum Fund (G) is ₹1000 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 Total Return Index.
Samco Active Momentum Fund (G) is rated as a null fund in Equity and delivered 41.353% 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 ₹1000. 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 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 2.27% for regular plan.