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Samco Active Momentum Fund - Regular Plan - Growth Option

Equity: Thematic-Active-Momentum Open Ended Scheme
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NAV
₹ 13.18 ₹ -0.01 (-0.08 %)
as on 06-01-2026
Asset Size (AUM)
761.44 Cr
Launch Date
Jul 05, 2023
Invest in this scheme
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.
Minimum Investment 5000.0
Minimum Top-up 500.0
Investment Returns Since Launch in Jul 05, 2023
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11.64

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.29%
Volatility
N/A
Fund House
Samco Mutual Fund
Fund Manager
Mr. Dhawal Dhanani
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 500.0)
Entry Load
Not applicable
Exit Load
• 1.00% if the investment is redeemed or switched out on or before 365 days from the date of allotment of units • No Exit Load will be charged if investment is redeemed or switched out after 365 days from the date of allotment of units. (With effect from October 03, 2024).
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Samco Active Momentum Fund - Regular Plan - Growth Option
Union Active Momentum Fund - Regular Plan - Growth Option
Performance

Scheme Performance (%)

Data as on - 06-01-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 -13.74 2.59 0.0 0.0 0.0
Union Active Momentum Fund - Regular Plan - Growth Option 19-12-2024 -13.83 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings