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

Samco Active Momentum Fund (G)

EquitySectoral / Thematic

14.63

NAV (Oct 04)

35.512%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

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

Investment Objective

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

Dhawal Ghanshyam Dhanani

Fund Manager

Paras Matalia

Fund Manager

Umeshkumar Mehta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Samco Active Momentum Fund (G)70%22,58,941 15,26,32941.4%
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 2024-07-08

Top Stock Holdings

Others

26%
25.98%

Swan Energy Ltd.

6.9%
6.94%

Wockhardt Ltd.

6.9%
6.91%

Religare Enterprises Ltd.

5.1%
5.14%

Power Finance Corporation Ltd.

3.9%
3.9%
See all holdings

Allocation by Sector

Financial

21.39%
21.39%

Capital Goods

20.71%
20.71%

Healthcare

12.23%
12.23%

Construction

10.15%
10.15%

Energy

6.17%
6.17%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Samco Mutual Fund

amc-img
Fund NameScripbox 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)?

Samco Active Momentum Fund (G) is a Equity 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 ₹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.