Samco Active Momentum Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 15 Sep 2025
₹14.00
Rating
NA
Min. SIP amount
₹250
Fund size
₹822.04Cr

Return calculator

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

Holdings (65)

NameSectorInstrumentAssets
FinancialEquity5.20%
AutomobileEquity3.00%
Capital GoodsEquity2.22%
HealthcareEquity2.20%
FinancialEquity2.14%
ConstructionEquity2.03%
HealthcareEquity2.02%
Consumer StaplesEquity1.97%
InsuranceEquity1.97%
ServicesEquity1.95%
CommunicationEquity1.86%
FinancialEquity1.82%
Capital GoodsEquity1.81%
FinancialEquity1.80%
ServicesEquity1.74%
ChemicalsEquity1.67%
FinancialEquity1.61%
ServicesEquity1.59%
FinancialEquity1.59%
HealthcareEquity1.54%
FinancialEquity1.53%
ServicesEquity1.52%
ServicesEquity1.51%
ChemicalsEquity1.51%
ConstructionEquity1.42%
FinancialEquity1.39%
Capital GoodsEquity1.31%
CommunicationEquity1.30%
ChemicalsEquity1.30%
ChemicalsEquity1.29%
ChemicalsEquity1.23%
Capital GoodsEquity1.21%
InsuranceEquity1.19%
ConstructionEquity1.14%
FinancialEquity1.08%
ConstructionEquity1.08%
Metals & MiningEquity1.08%
FinancialEquity1.08%
HealthcareEquity1.07%
Capital GoodsEquity0.98%
FinancialEquity0.94%
FinancialEquity0.88%
ChemicalsEquity0.62%
Capital GoodsEquity0.61%
HealthcareEquity0.30%
HealthcareEquity0.26%
ConstructionEquity0.24%
Advent Hotels International Ltd.
ServicesEquity0.23%
TechnologyEquity0.17%
Metals & MiningEquity0.16%
UPL Ltd.
ChemicalsFutures-0.02%
Fortis Healthcare Ltd.
HealthcareFutures-0.10%
SBI Life Insurance Company Ltd.
InsuranceFutures-0.11%
Shree Cement Ltd.
ConstructionFutures-0.13%
One97 Communications Ltd.
ServicesFutures-0.13%
Interglobe Aviation Ltd.
ServicesFutures-0.31%
Manappuram Finance Ltd.
FinancialFutures-0.49%
Bharat Dynamics Ltd.
Capital GoodsFutures-0.51%
Muthoot Finance Ltd.
FinancialFutures-0.52%
Bharti Airtel Ltd.
CommunicationFutures-0.57%
AU Small Finance Bank Ltd.
FinancialFutures-0.60%
Aditya Birla Capital Ltd.
FinancialFutures-0.70%
Bajaj Finserv Ltd.
FinancialFutures-0.75%
Bharat Electronics Ltd.
Capital GoodsFutures-0.89%
HDFC Life Insurance Co Ltd.
InsuranceFutures-0.93%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Thematic
Absolute returns
3M6M1YAll
Fund returns-3.5%-1.1%-8.6%40.1%
Category averageNANA-2.5%NA
Rank with in category11211469NA
Understand terms

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

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%.

Understand terms
Check past data

Fund management

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).
Also manages these schemes

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,

Pros and cons

Category: Equity Thematic

Pros

Lower expense ratio: 0.87%

Cons

1Y annualised returns lower than category average by 6.13%

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