Samco Active Momentum Fund Direct Growth

Samco Active Momentum Fund Direct Growth

1M
6M
1Y
All
NAV: 13 Apr '26
₹13.00
Min. for SIP
₹250
Fund size (AUM)
₹590.04 Cr
Expense ratio
0.92%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,116
+0.77%
6 months₹30,000₹29,341
-2.20%
1 year₹60,000₹56,706
-5.49%

Holdings (80)

NameSectorInstrumentsAssets
Religare Enterprises Ltd.FinancialEquity6.17%
Aditya Birla Capital Ltd.FinancialEquity5.81%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.46%
Indian BankFinancialEquity2.04%
AU Small Finance Bank Ltd.FinancialEquity2.00%
Eicher Motors Ltd.AutomobileEquity1.88%
RBL Bank Ltd.FinancialEquity1.72%
Max Financial Services Ltd.FinancialEquity1.69%
Laurus Labs Ltd.HealthcareEquity1.68%
MTAR Technologies Ltd.Capital GoodsEquity1.65%
FSN E-Commerce Ventures Ltd.ServicesEquity1.60%
TVS Motor Company Ltd.AutomobileEquity1.50%
Muthoot Finance Ltd.FinancialEquity1.49%
L&T Finance Ltd.FinancialEquity1.46%
National Aluminium Company Ltd.Metals & MiningEquity1.39%
Canara BankFinancialEquity1.30%
Ashok Leyland Ltd.AutomobileEquity1.24%
State Bank of IndiaFinancialEquity1.15%
Acutaas Chemicals Ltd.HealthcareEquity1.15%
TD Power Systems Ltd.Capital GoodsEquity1.14%
Cummins India Ltd.Capital GoodsEquity1.14%
GMR Airports Ltd.ConstructionEquity1.10%
GE Vernova T&D India LtdCapital GoodsEquity1.09%
Hero Motocorp Ltd.AutomobileEquity1.08%
Kirloskar Oil Engines Ltd.Capital GoodsEquity1.07%
Shriram Finance LtdFinancialEquity1.06%
The Great Eastern Shipping Company Ltd.EnergyEquity1.05%
Hindalco Industries Ltd.Metals & MiningEquity1.04%
Karur Vysya Bank Ltd.FinancialEquity1.01%
Lumax Auto Technologies Ltd.AutomobileEquity1.00%
Bharat Forge Ltd.AutomobileFutures0.97%
Vedanta Ltd.Metals & MiningFutures0.96%
The Federal Bank Ltd.FinancialEquity0.92%
SBI Life Insurance Company Ltd.InsuranceEquity0.86%
Force Motors Ltd.AutomobileEquity0.85%
Avanti Feeds Ltd.Consumer StaplesEquity0.81%
Navin Fluorine International Ltd.ChemicalsEquity0.81%
APL Apollo Tubes Ltd.Metals & MiningFutures0.80%
Bank of IndiaFinancialFutures0.79%
Union Bank of IndiaFinancialFutures0.78%
Thangamayil Jewellery Ltd.Consumer DiscretionaryEquity0.78%
City Union Bank Ltd.FinancialEquity0.77%
Axis Bank Ltd.FinancialEquity0.76%
Indian Metals & Ferro Alloys Ltd.Metals & MiningEquity0.74%
DCB Bank Ltd.FinancialEquity0.73%
Netweb Technologies India Ltd.TechnologyEquity0.71%
Ujjivan Small Finance Bank Ltd.FinancialEquity0.71%
Bank Of BarodaFinancialFutures0.69%
JK Tyre & Industries Ltd.AutomobileEquity0.66%
Indian Oil Corporation Ltd.EnergyFutures0.65%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.59%
Sandur Manganese & Iron Ores Ltd.Metals & MiningEquity0.47%
The Federal Bank Ltd.FinancialFutures0.13%
Bharat Forge Ltd.AutomobileEquity0.07%
Vedanta Ltd.Metals & MiningEquity0.05%
Union Bank of IndiaFinancialEquity0.04%
Bank of IndiaFinancialEquity0.02%
State Bank of IndiaFinancialFutures-0.04%
Shriram Finance LtdFinancialFutures-0.07%
National Aluminium Company Ltd.Metals & MiningFutures-0.15%
SBI Life Insurance Company Ltd.InsuranceFutures-0.28%
Ashok Leyland Ltd.AutomobileFutures-0.29%
Cummins India Ltd.Capital GoodsFutures-0.29%
Hindalco Industries Ltd.Metals & MiningFutures-0.31%
Canara BankFinancialFutures-0.44%
Hero Motocorp Ltd.AutomobileFutures-0.54%
GMR Airports Ltd.ConstructionFutures-0.59%
L&T Finance Ltd.FinancialFutures-0.63%
TVS Motor Company Ltd.AutomobileFutures-0.75%
Axis Bank Ltd.FinancialFutures-0.77%
Laurus Labs Ltd.HealthcareFutures-0.80%
Muthoot Finance Ltd.FinancialFutures-0.90%
Max Financial Services Ltd.FinancialFutures-0.95%
FSN E-Commerce Ventures Ltd.ServicesFutures-0.99%
RBL Bank Ltd.FinancialFutures-0.99%
Eicher Motors Ltd.AutomobileFutures-1.08%
Indian BankFinancialFutures-1.10%
AU Small Finance Bank Ltd.FinancialFutures-1.19%
Multi Commodity Exchange Of India Ltd.ServicesFutures-1.29%
Aditya Birla Capital Ltd.FinancialFutures-4.96%
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-0.8%-5.9%-4.3%+30.4%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)174643--

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

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.
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 ₹2,339 Cr and the Latest NAV as of 13 Apr 2026 is ₹13.00. The Samco Active Momentum Fund Direct Growth is rated Moderately 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₹2,338.95 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,