Samco Active Momentum Fund Direct Growth

Samco Active Momentum Fund Direct Growth

+13.67%
3Y annualised
-1.47% 1D
1M
6M
1Y
3Y
All
NAV: 24 Jul '26
₹14.73
Min. for SIP
₹250
Fund size (AUM)
₹708.10 Cr
Expense ratio
2.08%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,323
+2.15%
6 months₹30,000₹32,243
+7.48%
1 year₹60,000₹64,274
+7.12%
3 years₹1,80,000₹1,97,160
+9.53%

Holdings (64)

NameSectorInstrumentsAssets
Sterlite Technologies LtdTechnologyEquity6.98%
Religare Enterprises LtdFinancialEquity6.34%
Cupid LtdConsumer StaplesEquity6.22%
Others CBLOUnspecifiedCBLO5.67%
MTAR Technologies LtdIndustrialsEquity4.17%
Kirloskar Oil Engines LtdIndustrialsEquity3.10%
Ami Organics LtdHealthcareEquity2.98%
Thangamayil Jewellery LtdConsumer DiscretionaryEquity2.62%
Sansera Engineering LtdConsumer DiscretionaryEquity2.58%
TD Power Systems LtdIndustrialsEquity2.51%
Welspun Corp LtdMaterialsEquity2.26%
GE T&D India LtdIndustrialsEquity2.16%
Laurus Labs LtdHealthcareEquity2.12%
Bank of MaharashtraFinancialEquity1.98%
Granules India LtdHealthcareEquity1.79%
Navin Fluorine International LtdMaterialsEquity1.79%
Bharat Heavy Electricals LtdIndustrialsEquity1.62%
The Karnataka Bank LtdFinancialEquity1.60%
Vedanta LtdMaterialsEquity1.58%
Multi Commodity Exchange Of India LtdFinancialEquity1.55%
The Great Eastern Shipping Company LtdEnergy & UtilitiesEquity1.54%
RBL Bank LtdFinancialEquity1.53%
Prime Focus LtdConsumer DiscretionaryEquity1.50%
Bharat Forge Limited July 2026 FutureConsumer DiscretionaryFutures1.44%
Karur Vysya Bank LtdFinancialEquity1.41%
Hitachi Energy India Limited July 2026 FutureIndustrialsFutures1.39%
Thermax LtdIndustrialsEquity1.38%
Force Motors LtdIndustrialsEquity1.37%
Adani Power LtdEnergy & UtilitiesEquity1.32%
The South Indian Bank LtdFinancialEquity1.31%
Quality Power Electrical Equipments Ltd.IndustrialsEquity1.30%
Shriram Transport Finance Company LtdFinancialEquity1.22%
Adani Transmission LtdEnergy & UtilitiesEquity1.20%
L&T Finance Holdings LtdFinancialEquity1.20%
Cummins India LtdIndustrialsEquity1.19%
Aditya Birla Capital LtdFinancialEquity1.17%
Chennai Petroleum Corporation LtdEnergy & UtilitiesEquity1.17%
The Federal Bank Limited July 2026 FutureFinancialFutures1.12%
Hindalco Industries LtdMaterialsEquity1.10%
Glenmark Pharmaceuticals LtdHealthcareEquity1.07%
Steel Authority Of India LtdMaterialsEquity1.06%
Hitachi Energy India LtdIndustrialsEquity1.06%
The Jammu & Kashmir Bank LtdFinancialEquity1.02%
National Aluminium Company LtdMaterialsEquity1.02%
The Federal Bank LtdFinancialEquity0.97%
Union Bank of India July 2026 FutureFinancialFutures0.96%
Bharat Forge LtdConsumer DiscretionaryEquity0.95%
Lumax Auto Technologies LtdConsumer DiscretionaryEquity0.94%
Indian BankFinancialEquity0.88%
Torrent Pharmaceuticals LtdHealthcareEquity0.83%
Cummins India Limited July 2026 FutureIndustrialsFutures0.80%
Bank of India July 2026 FutureFinancialFutures0.75%
Hindalco Industries Limited July 2026 FutureMaterialsFutures0.62%
National Aluminium Company Limited July 2026 FutureMaterialsFutures0.61%
Canara BankFinancialEquity0.59%
Torrent Pharmaceuticals Limited July 2026 FutureHealthcareFutures0.59%
Union Bank of IndiaFinancialEquity0.39%
Avanti Feeds LtdConsumer StaplesEquity0.37%
Laurus Labs Limited July 2026 FutureHealthcareFutures0.35%
Tata Motors LtdConsumer DiscretionaryEquity0.19%
Bank of IndiaFinancialEquity0.15%
Multi Commodity Exchange of India Limited July 2026 FutureFinancialFutures0.12%
TATA MOTORS PASSENGER VEHICLES LTD.-JUL2026Consumer DiscretionaryFutures0.11%
Net PayablesUnspecifiedNet Payables-2.88%
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
Name6M1Y3YAll
Fund returns+15.2%-2.1%+13.7%+13.6%
Category average (Equity Thematic)--+1.7%+16.0%--
Rank (Equity Thematic)--374--

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

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. Umeshkumar Mehta is the Current Fund Manager of Samco Active Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,581 Cr and the Latest NAV as of 24 Jul 2026 is ₹14.73. 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₹2,581.22 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,