Samco Active Momentum Fund Direct Growth

Samco Active Momentum Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 05 Mar '26
₹12.80
Min. for SIP
₹250
Fund size
₹662.80 Cr
Expense ratio
0.92%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,921
-0.53%
6 months₹30,000₹29,339
-2.20%
1 year₹60,000₹57,518
-4.14%

Holdings (80)

NameSectorInstrumentsAssets
Religare Enterprises Ltd.FinancialEquity6.47%
Aditya Birla Capital Ltd.FinancialEquity3.24%
Muthoot Finance Ltd.FinancialEquity3.24%
Multi Commodity Exchange Of India Ltd.ServicesEquity3.22%
RBL Bank Ltd.FinancialEquity3.00%
Laurus Labs Ltd.HealthcareEquity2.82%
AU Small Finance Bank Ltd.FinancialEquity2.58%
One97 Communications Ltd.ServicesEquity2.26%
Max Financial Services Ltd.FinancialEquity2.25%
Manappuram Finance Ltd.FinancialEquity2.06%
Indian BankFinancialEquity1.95%
Eicher Motors Ltd.AutomobileEquity1.80%
Maruti Suzuki India Ltd.AutomobileEquity1.60%
TVS Motor Company Ltd.AutomobileEquity1.46%
L&T Finance Ltd.FinancialEquity1.46%
Hero Motocorp Ltd.AutomobileEquity1.43%
Canara BankFinancialEquity1.38%
Ashok Leyland Ltd.AutomobileEquity1.37%
FSN E-Commerce Ventures Ltd.ServicesEquity1.35%
National Aluminium Company Ltd.Metals & MiningEquity1.24%
Cummins India Ltd.Capital GoodsEquity1.15%
Force Motors Ltd.AutomobileEquity1.11%
GMR Airports Ltd.ConstructionEquity1.08%
Bajaj Finance Ltd.FinancialEquity1.08%
Thangamayil Jewellery Ltd.Consumer DiscretionaryEquity1.05%
Shriram Finance LtdFinancialEquity1.02%
Hindalco Industries Ltd.Metals & MiningEquity0.99%
Asian Paints Ltd.ChemicalsEquity0.97%
City Union Bank Ltd.FinancialEquity0.96%
Acutaas Chemicals Ltd.HealthcareEquity0.93%
State Bank of IndiaFinancialEquity0.93%
The Federal Bank Ltd.FinancialEquity0.90%
Karur Vysya Bank Ltd.FinancialEquity0.90%
Navin Fluorine International Ltd.ChemicalsEquity0.89%
Lumax Auto Technologies Ltd.AutomobileEquity0.89%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.88%
TD Power Systems Ltd.Capital GoodsEquity0.83%
SBI Life Insurance Company Ltd.InsuranceEquity0.81%
CarTrade Tech Ltd.ServicesEquity0.80%
UPL Ltd.ChemicalsEquity0.77%
Sandur Manganese & Iron Ores Ltd.Metals & MiningEquity0.77%
Indian Metals & Ferro Alloys Ltd.Metals & MiningEquity0.74%
Netweb Technologies India Ltd.TechnologyEquity0.71%
Godawari Power And Ispat Ltd.Metals & MiningEquity0.69%
GE Vernova T&D India LtdCapital GoodsEquity0.66%
eClerx Services Ltd.ServicesEquity0.66%
HBL Engineering Ltd.Capital GoodsEquity0.62%
Gabriel India Ltd.AutomobileEquity0.60%
Radico Khaitan Ltd.Consumer StaplesEquity0.50%
Le Travenues Technology Ltd.ServicesEquity0.50%
National Aluminium Company Ltd.Metals & MiningFutures0.26%
Shriram Finance LtdFinancialFutures0.25%
State Bank of IndiaFinancialFutures0.24%
Hindalco Industries Ltd.Metals & MiningFutures0.21%
Advent Hotels International Ltd.ServicesEquity0.19%
The Federal Bank Ltd.FinancialFutures0.15%
SBI Life Insurance Company Ltd.InsuranceFutures0.07%
Ashok Leyland Ltd.AutomobileFutures0.01%
L&T Finance Ltd.FinancialFutures-0.06%
UPL Ltd.ChemicalsFutures-0.09%
Canara BankFinancialFutures-0.33%
Asian Paints Ltd.ChemicalsFutures-0.33%
TVS Motor Company Ltd.AutomobileFutures-0.37%
Cummins India Ltd.Capital GoodsFutures-0.42%
GMR Airports Ltd.ConstructionFutures-0.50%
Bajaj Finance Ltd.FinancialFutures-0.50%
Hero Motocorp Ltd.AutomobileFutures-0.55%
FSN E-Commerce Ventures Ltd.ServicesFutures-0.62%
Maruti Suzuki India Ltd.AutomobileFutures-0.65%
Eicher Motors Ltd.AutomobileFutures-0.73%
Indian BankFinancialFutures-0.78%
Manappuram Finance Ltd.FinancialFutures-1.29%
Max Financial Services Ltd.FinancialFutures-1.40%
One97 Communications Ltd.ServicesFutures-1.53%
AU Small Finance Bank Ltd.FinancialFutures-1.60%
Laurus Labs Ltd.HealthcareFutures-1.89%
Multi Commodity Exchange Of India Ltd.ServicesFutures-2.00%
Muthoot Finance Ltd.FinancialFutures-2.05%
Aditya Birla Capital Ltd.FinancialFutures-2.07%
RBL Bank Ltd.FinancialFutures-2.09%
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-3.3%-7.1%-6.8%+30.3%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)294442--

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

NB
Nirali Bhansali
Feb 2025 - Present
View details

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. Nirali Bhansali is the Current Fund Manager of Samco Active Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,542 Cr and the Latest NAV as of 05 Mar 2026 is ₹12.80. 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)NA
Total AUM₹2,541.87 Cr
Date of Incorporation14 Sep 2021
PhoneNA
E-mailNA
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,