Samco Active Momentum Fund Direct Growth

Samco Active Momentum Fund Direct Growth

1M
6M
1Y
All
NAV: 25 May '26
₹14.29
Min. for SIP
₹250
Fund size (AUM)
₹646.61 Cr
Expense ratio
1.07%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,652
+4.35%
6 months₹30,000₹31,258
+4.19%
1 year₹60,000₹60,579
+0.97%

Holdings (77)

NameSectorInstrumentsAssets
Religare Enterprises Ltd.FinancialEquity5.83%
MTAR Technologies Ltd.Capital GoodsEquity5.38%
Sterlite Technologies Ltd.CommunicationEquity3.67%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.79%
Sansera Engineering Ltd.AutomobileEquity2.66%
GE Vernova T&D India LtdCapital GoodsEquity2.62%
Prime Focus Ltd.ServicesEquity2.58%
TD Power Systems Ltd.Capital GoodsEquity2.56%
Kirloskar Oil Engines Ltd.Capital GoodsEquity2.44%
Acutaas Chemicals Ltd.HealthcareEquity2.40%
Thangamayil Jewellery Ltd.Consumer DiscretionaryEquity2.18%
Avanti Feeds Ltd.Consumer StaplesEquity2.14%
AU Small Finance Bank Ltd.FinancialEquity2.08%
Lumax Auto Technologies Ltd.AutomobileEquity2.07%
Aditya Birla Capital Ltd.FinancialEquity1.93%
The Great Eastern Shipping Company Ltd.EnergyEquity1.80%
Navin Fluorine International Ltd.ChemicalsEquity1.74%
Indian BankFinancialEquity1.74%
The Karnataka Bank Ltd.FinancialEquity1.72%
Laurus Labs Ltd.HealthcareEquity1.68%
DCB Bank Ltd.FinancialEquity1.61%
Force Motors Ltd.AutomobileEquity1.61%
National Aluminium Company Ltd.Metals & MiningFutures1.59%
RBL Bank Ltd.FinancialEquity1.53%
Karur Vysya Bank Ltd.FinancialEquity1.53%
Hitachi Energy India Ltd.Capital GoodsFutures1.46%
L&T Finance Ltd.FinancialEquity1.46%
Bharat Forge Ltd.AutomobileFutures1.40%
TVS Motor Company Ltd.AutomobileEquity1.36%
Ujjivan Small Finance Bank Ltd.FinancialEquity1.35%
City Union Bank Ltd.FinancialEquity1.32%
National Aluminium Company Ltd.Metals & MiningEquity1.31%
Hindalco Industries Ltd.Metals & MiningEquity1.30%
Canara BankFinancialEquity1.29%
Chennai Petroleum Corporation Ltd.EnergyEquity1.25%
The South Indian Bank Ltd.FinancialEquity1.24%
Cummins India Ltd.Capital GoodsEquity1.21%
Ashok Leyland Ltd.AutomobileEquity1.19%
State Bank of IndiaFinancialEquity1.15%
Hitachi Energy India Ltd.Capital GoodsEquity1.12%
The Federal Bank Ltd.FinancialFutures1.07%
Union Bank of IndiaFinancialFutures1.02%
Shriram Finance LtdFinancialEquity0.98%
APL Apollo Tubes Ltd.Metals & MiningFutures0.93%
FSN E-Commerce Ventures Ltd.ServicesEquity0.93%
The Federal Bank Ltd.FinancialEquity0.92%
Bharat Forge Ltd.AutomobileEquity0.92%
Titan Company Ltd.Consumer DiscretionaryFutures0.91%
Vedanta Ltd.Metals & MiningEquity0.87%
Titan Company Ltd.Consumer DiscretionaryEquity0.83%
Cummins India Ltd.Capital GoodsFutures0.82%
Torrent Pharmaceuticals Ltd.HealthcareEquity0.82%
Bank of IndiaFinancialFutures0.81%
Oil And Natural Gas Corporation Ltd.EnergyEquity0.73%
Hindalco Industries Ltd.Metals & MiningFutures0.73%
Shriram Finance LtdFinancialFutures0.67%
Oil And Natural Gas Corporation Ltd.EnergyFutures0.64%
Bank Of BarodaFinancialFutures0.62%
Torrent Pharmaceuticals Ltd.HealthcareFutures0.59%
State Bank of IndiaFinancialFutures0.43%
Indian Oil Corporation Ltd.EnergyFutures0.42%
Union Bank of IndiaFinancialEquity0.41%
Vedanta Power Ltd.Capital GoodsEquity0.39%
Vedanta Oil and Gas Ltd.EnergyEquity0.39%
Vedanta Aluminium Metal Ltd.Metals & MiningEquity0.39%
Vedanta Iron And Steel Ltd.Metals & MiningEquity0.39%
Laurus Labs Ltd.HealthcareFutures0.28%
Ashok Leyland Ltd.AutomobileFutures0.26%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity0.20%
APL Apollo Tubes Ltd.Metals & MiningEquity0.20%
Bank of IndiaFinancialEquity0.16%
FSN E-Commerce Ventures Ltd.ServicesFutures0.15%
Multi Commodity Exchange Of India Ltd.ServicesFutures0.14%
Tata Motors Passenger Vehicles Ltd.AutomobileFutures0.12%
Bank Of BarodaFinancialEquity0.11%
Indian Oil Corporation Ltd.EnergyEquity0.06%
Aditya Birla Capital Ltd.FinancialFutures-0.33%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹500
Min. for SIP
₹250

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+7.3%+5.3%+1.5%+41.7%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)111328--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

KG
Komal Grover
Jul 2025 - Present
View details

Education
Ms. Grover has done Company Secretary, LLB, M.Com
Experience
Prior to joining Samco Asset Management Private Limited, she worked as a Compliance Officer Associate at TIAA Global Capabilities (June 2022 July 2025), Manager in the Equity Investment Team at IDFC Asset Management (April 2016 May 2022), and as an Accounting, Taxation, Audit, and Legal Associate at Banhem Securities Limited (March 2015 April 2016).

About Samco Active Momentum Fund Direct Growth

Samco Active Momentum Fund Direct Growth is a Equity Mutual Fund Scheme launched by Samco Mutual Fund. This scheme was made available to investors on 14 Sep 2021. Umeshkumar Mehta is the Current Fund Manager of Samco Active Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,516 Cr and the Latest NAV as of 25 May 2026 is ₹14.29. The Samco Active Momentum Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 365 days. ;

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;
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)--
Total AUM₹2,516.18 Cr
Date of Incorporation14 Sep 2021
Phone--
E-mail--
Launch Date14 Sep 2021
Address1003 – A Naman Midtown 10th Floor,Senapati Bapat Marg,Prabhadevi (west), Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,