Samco Active Momentum Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 07 Feb 2025₹14.87
Min. SIP amount₹500
RatingNA
Fund size₹920.14Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Thematic
Absolute returns
3M6M1YAll
Fund returns0.5%-3.9%11.4%48.8%
Category averageNANA9.7%NA
Rank with in category3834NA
Understand terms

Holdings (60)

NameSectorInstrumentAssets
HealthcareEquity10.21%
Capital GoodsEquity7.16%
ServicesEquity6.63%
ConstructionEquity6.33%
FinancialEquity5.36%
ServicesEquity3.09%
PB Fintech Ltd.
ServicesFutures2.70%
TechnologyEquity2.36%
Central Depository Services (India) Ltd.
FinancialFutures2.26%
TechnologyEquity2.13%
ServicesEquity2.10%
Coforge Ltd.
TechnologyFutures2.03%
ConstructionEquity1.93%
HealthcareEquity1.71%
Consumer DiscretionaryEquity1.67%
Zomato Ltd.
ServicesFutures1.62%
HealthcareEquity1.53%
TechnologyEquity1.52%
Capital GoodsEquity1.52%
AutomobileEquity1.41%
Metals & MiningEquity1.26%
Multi Commodity Exchange Of India Ltd.
ServicesFutures1.22%
ServicesEquity1.20%
CommunicationFutures1.15%
FinancialEquity1.10%
HealthcareEquity1.08%
TechnologyEquity0.99%
Lupin Ltd.
HealthcareFutures0.99%
FinancialEquity0.98%
Glenmark Pharmaceuticals Ltd.
HealthcareFutures0.98%
HealthcareEquity0.95%
Consumer DiscretionaryEquity0.94%
Consumer DiscretionaryFutures0.92%
ChemicalsEquity0.92%
Capital GoodsEquity0.90%
HealthcareEquity0.87%
Kalyan Jewellers India Ltd.
Consumer DiscretionaryFutures0.87%
HealthcareFutures0.85%
HealthcareEquity0.81%
TechnologyEquity0.78%
The Indian Hotels Company Ltd.
ServicesFutures0.72%
ConstructionEquity0.64%
Consumer DiscretionaryEquity0.64%
Oracle Financial Services Software Ltd.
TechnologyFutures0.62%
Persistent Systems Ltd.
TechnologyFutures0.59%
ServicesEquity0.54%
ServicesEquity0.50%
Capital GoodsEquity0.50%
HealthcareEquity0.50%
Dixon Technologies (India) Ltd.
Capital GoodsFutures0.49%
FinancialEquity0.46%
Sun Pharmaceutical Industries Ltd.
HealthcareFutures0.42%
HCL Technologies Ltd.
TechnologyFutures0.41%
Torrent Pharmaceuticals Ltd.
HealthcareFutures0.40%
HealthcareEquity0.37%
AutomobileEquity0.36%
EnergyEquity0.34%
Consumer StaplesEquity0.33%
Info Edge (India) Ltd.
ServicesFutures0.30%
ConstructionEquity0.30%
See All

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 0.87%

Cons

1Y annualised returns lower than category average by 1.14%

Expense ratio, exit load and tax

Expense ratio: 0.87%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Dhawal Ghanshyam Dhanani
Jun 2023 - Present
View details

Education
Mr. Dhawal Dhanani is a B.Com., C.A.
Experience
He started as an equity research analyst at Samco Securities Ltd. He has over 5 years of work experience with more than 2 years capital markets and investment research.
Also manages these schemes

Umeshkumar Mehta
Aug 2023 - Present
View details

Fund house & investment objective

Fund house contact details

Address
1003 – A Naman Midtown 10th Floor,Senapati Bapat Marg,Prabhadevi (west), Mumbai 400013
Phone
NA
Launch Date
14 Sep 2021
E-mail
NA
Website
Samco Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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