Samco Active Momentum Fund Direct Growth

Samco Active Momentum Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 19 Jan '26
₹13.16
Min. SIP amount
₹250
Fund size
₹708.10 Cr
Expense ratio
0.86%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹57,518
-4.14%

Holdings (77)

NameSectorInstrumentsAssets
Religare Enterprises Ltd.FinancialEquity6.27%
Aditya Birla Capital Ltd.FinancialEquity3.20%
Laurus Labs Ltd.HealthcareEquity3.03%
Muthoot Finance Ltd.FinancialEquity3.01%
RBL Bank Ltd.FinancialEquity2.97%
Bharat Electronics Ltd.Capital GoodsEquity2.79%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.66%
Force Motors Ltd.AutomobileEquity2.56%
AU Small Finance Bank Ltd.FinancialEquity2.45%
One97 Communications Ltd.ServicesEquity2.42%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.37%
Fortis Healthcare Ltd.HealthcareEquity2.35%
BSE Ltd.ServicesEquity2.21%
Max Financial Services Ltd.FinancialEquity2.19%
Navin Fluorine International Ltd.ChemicalsEquity2.18%
Manappuram Finance Ltd.FinancialEquity2.09%
CarTrade Tech Ltd.ServicesEquity2.00%
Gabriel India Ltd.AutomobileEquity1.91%
L&T Finance Ltd.FinancialFutures1.80%
HBL Engineering Ltd.Capital GoodsEquity1.74%
Eicher Motors Ltd.AutomobileEquity1.73%
Acutaas Chemicals Ltd.HealthcareEquity1.71%
Maruti Suzuki India Ltd.AutomobileEquity1.71%
GE Vernova T&D India LtdCapital GoodsEquity1.69%
Indian BankFinancialEquity1.68%
TD Power Systems Ltd.Capital GoodsEquity1.66%
Radico Khaitan Ltd.Consumer StaplesEquity1.60%
Karur Vysya Bank Ltd.FinancialEquity1.58%
Godawari Power And Ispat Ltd.Metals & MiningEquity1.54%
L&T Finance Ltd.FinancialEquity1.51%
Le Travenues Technology Ltd.ServicesEquity1.50%
Netweb Technologies India Ltd.TechnologyEquity1.45%
FSN E-Commerce Ventures Ltd.ServicesEquity1.42%
Hero Motocorp Ltd.AutomobileEquity1.40%
TVS Motor Company Ltd.AutomobileEquity1.38%
eClerx Services Ltd.ServicesEquity1.37%
Canara BankFinancialEquity1.36%
Yatharth Hospital & Trauma Care Services Ltd.HealthcareEquity1.25%
Syrma SGS Technology Ltd.Capital GoodsEquity1.20%
Ashok Leyland Ltd.AutomobileFutures1.19%
Ashok Leyland Ltd.AutomobileEquity1.17%
Cummins India Ltd.Capital GoodsEquity1.16%
GMR Airports Ltd.ConstructionEquity1.13%
Delhivery Ltd.ServicesEquity1.11%
Bajaj Finance Ltd.FinancialEquity1.07%
HDFC Asset Management Company Ltd.FinancialEquity1.06%
Asian Paints Ltd.ChemicalsEquity1.04%
Maruti Suzuki India Ltd.AutomobileFutures1.03%
Aster DM Healthcare Ltd.HealthcareEquity1.00%
Cemindia Projects Ltd.ConstructionEquity0.86%
Sterlite Technologies Ltd.CommunicationEquity0.84%
FSN E-Commerce Ventures Ltd.ServicesFutures0.82%
Canara BankFinancialFutures0.81%
JK Cement Ltd.ConstructionEquity0.72%
TVS Motor Company Ltd.AutomobileFutures0.70%
Hero Motocorp Ltd.AutomobileFutures0.70%
Cummins India Ltd.Capital GoodsFutures0.68%
Asian Paints Ltd.ChemicalsFutures0.61%
Eicher Motors Ltd.AutomobileFutures0.55%
GMR Airports Ltd.ConstructionFutures0.50%
Bajaj Finance Ltd.FinancialFutures0.38%
Indian BankFinancialFutures0.26%
Advent Hotels International Ltd.ServicesEquity0.19%
HDFC Asset Management Company Ltd.FinancialFutures-0.02%
Delhivery Ltd.ServicesFutures-0.17%
AU Small Finance Bank Ltd.FinancialFutures-0.30%
Manappuram Finance Ltd.FinancialFutures-0.37%
Muthoot Finance Ltd.FinancialFutures-0.40%
Laurus Labs Ltd.HealthcareFutures-0.43%
Max Financial Services Ltd.FinancialFutures-0.68%
RBL Bank Ltd.FinancialFutures-0.75%
One97 Communications Ltd.ServicesFutures-0.79%
Aditya Birla Capital Ltd.FinancialFutures-0.85%
Multi Commodity Exchange Of India Ltd.ServicesFutures-0.87%
Fortis Healthcare Ltd.HealthcareFutures-1.09%
BSE Ltd.ServicesFutures-1.25%
Bharat Electronics Ltd.Capital GoodsFutures-1.78%
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-5.0%-13.6%-14.0%+31.8%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)515244--

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 ₹2,670 Cr and the Latest NAV as of 19 Jan 2026 is ₹13.16. 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₹2,669.56 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,