Samco Active Momentum Fund Direct Growth

Samco Active Momentum Fund Direct Growth

1M
6M
1Y
All
NAV: 25 Mar '26
₹12.61
Min. for SIP
₹250
Fund size (AUM)
₹654.81 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 (66)

NameSectorInstrumentsAssets
Religare Enterprises Ltd.FinancialEquity5.82%
MTAR Technologies Ltd.Capital GoodsEquity3.47%
Force Motors Ltd.AutomobileEquity2.74%
Lumax Auto Technologies Ltd.AutomobileEquity2.71%
TD Power Systems Ltd.Capital GoodsEquity2.57%
Aditya Birla Capital Ltd.FinancialEquity2.30%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.27%
Vedanta Ltd.Metals & MiningFutures2.26%
Bank of IndiaFinancialFutures2.23%
Karur Vysya Bank Ltd.FinancialEquity2.23%
Indian Metals & Ferro Alloys Ltd.Metals & MiningEquity2.21%
Indian BankFinancialEquity2.15%
Eicher Motors Ltd.AutomobileEquity2.06%
AU Small Finance Bank Ltd.FinancialEquity2.05%
Thangamayil Jewellery Ltd.Consumer DiscretionaryEquity2.04%
GE Vernova T&D India LtdCapital GoodsEquity2.02%
Acutaas Chemicals Ltd.HealthcareEquity1.92%
Netweb Technologies India Ltd.TechnologyEquity1.86%
Max Financial Services Ltd.FinancialEquity1.85%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.82%
Ujjivan Small Finance Bank Ltd.FinancialEquity1.78%
Ashok Leyland Ltd.AutomobileFutures1.77%
City Union Bank Ltd.FinancialEquity1.74%
The Federal Bank Ltd.FinancialFutures1.72%
RBL Bank Ltd.FinancialEquity1.71%
Shriram Finance LtdFinancialFutures1.68%
Navin Fluorine International Ltd.ChemicalsEquity1.65%
Laurus Labs Ltd.HealthcareEquity1.64%
FSN E-Commerce Ventures Ltd.ServicesEquity1.63%
TVS Motor Company Ltd.AutomobileEquity1.56%
L&T Finance Ltd.FinancialEquity1.55%
State Bank of IndiaFinancialFutures1.54%
Ashok Leyland Ltd.AutomobileEquity1.53%
Canara BankFinancialEquity1.49%
Godawari Power And Ispat Ltd.Metals & MiningEquity1.44%
Muthoot Finance Ltd.FinancialEquity1.43%
Maruti Suzuki India Ltd.AutomobileEquity1.42%
National Aluminium Company Ltd.Metals & MiningFutures1.41%
Manappuram Finance Ltd.FinancialEquity1.29%
State Bank of IndiaFinancialEquity1.28%
Sandur Manganese & Iron Ores Ltd.Metals & MiningEquity1.28%
Gabriel India Ltd.AutomobileEquity1.19%
Shriram Finance LtdFinancialEquity1.18%
GMR Airports Ltd.ConstructionEquity1.18%
National Aluminium Company Ltd.Metals & MiningEquity1.15%
Cummins India Ltd.Capital GoodsEquity1.11%
Hero Motocorp Ltd.AutomobileEquity1.10%
One97 Communications Ltd.ServicesEquity1.06%
Hindalco Industries Ltd.Metals & MiningEquity0.98%
Bajaj Finance Ltd.FinancialEquity0.96%
The Federal Bank Ltd.FinancialEquity0.95%
HBL Engineering Ltd.Capital GoodsEquity0.94%
L&T Finance Ltd.FinancialFutures0.94%
SBI Life Insurance Company Ltd.InsuranceEquity0.89%
Hindalco Industries Ltd.Metals & MiningFutures0.77%
Canara BankFinancialFutures0.72%
SBI Life Insurance Company Ltd.InsuranceFutures0.68%
eClerx Services Ltd.ServicesEquity0.66%
Cummins India Ltd.Capital GoodsFutures0.65%
CarTrade Tech Ltd.ServicesEquity0.60%
TVS Motor Company Ltd.AutomobileFutures0.34%
FSN E-Commerce Ventures Ltd.ServicesFutures0.30%
Indian BankFinancialFutures0.23%
Hero Motocorp Ltd.AutomobileFutures0.14%
Bajaj Finance Ltd.FinancialFutures0.09%
Bank of IndiaFinancialEquity0.02%
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-6.2%-11.6%-13.9%+25.0%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)154240--

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 ₹2,594 Cr and the Latest NAV as of 25 Mar 2026 is ₹12.61. 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)--
Total AUM₹2,593.70 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,