Samco Active Momentum Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 14 Jan 2025₹15.21
Min. SIP amount₹500
RatingNA
Fund size₹881.44Cr

Return calculator

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

Returns and rankings

Category: Equity Thematic
Absolute returns
3M6M1YAll
Fund returns2.5%2.2%22.1%53.4%
Category averageNANA13.8%NA
Rank with in category2611NA
Understand terms

Holdings (60)

NameSectorInstrumentAssets
HealthcareEquity10.21%
Capital GoodsEquity7.16%
ServicesEquity6.63%
ConstructionEquity6.33%
FinancialEquity5.36%
ServicesEquity3.09%
PB Fintech Ltd.
ServicesFutures2.70%
TechnologyEquity2.36%
Central Depository Services (India) Ltd.
FinancialFutures2.26%
TechnologyEquity2.13%
ServicesEquity2.10%
Coforge Ltd.
TechnologyFutures2.03%
ConstructionEquity1.93%
HealthcareEquity1.71%
Consumer DiscretionaryEquity1.67%
Zomato Ltd.
ServicesFutures1.62%
HealthcareEquity1.53%
TechnologyEquity1.52%
Capital GoodsEquity1.52%
AutomobileEquity1.41%
Metals & MiningEquity1.26%
Multi Commodity Exchange Of India Ltd.
ServicesFutures1.22%
ServicesEquity1.20%
CommunicationFutures1.15%
FinancialEquity1.10%
HealthcareEquity1.08%
TechnologyEquity0.99%
Lupin Ltd.
HealthcareFutures0.99%
FinancialEquity0.98%
Glenmark Pharmaceuticals Ltd.
HealthcareFutures0.98%
HealthcareEquity0.95%
Consumer DiscretionaryEquity0.94%
Consumer DiscretionaryFutures0.92%
ChemicalsEquity0.92%
Capital GoodsEquity0.90%
HealthcareEquity0.87%
Kalyan Jewellers India Ltd.
Consumer DiscretionaryFutures0.87%
HealthcareFutures0.85%
HealthcareEquity0.81%
TechnologyEquity0.78%
The Indian Hotels Company Ltd.
ServicesFutures0.72%
ConstructionEquity0.64%
Consumer DiscretionaryEquity0.64%
Oracle Financial Services Software Ltd.
TechnologyFutures0.62%
Persistent Systems Ltd.
TechnologyFutures0.59%
ServicesEquity0.54%
ServicesEquity0.50%
Capital GoodsEquity0.50%
HealthcareEquity0.50%
Dixon Technologies (India) Ltd.
Capital GoodsFutures0.49%
FinancialEquity0.46%
Sun Pharmaceutical Industries Ltd.
HealthcareFutures0.42%
HCL Technologies Ltd.
TechnologyFutures0.41%
Torrent Pharmaceuticals Ltd.
HealthcareFutures0.40%
HealthcareEquity0.37%
AutomobileEquity0.36%
EnergyEquity0.34%
Consumer StaplesEquity0.33%
Info Edge (India) Ltd.
ServicesFutures0.30%
ConstructionEquity0.30%
See All

Expense ratio, exit load and tax

Expense ratio: 0.85%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty

0.005% (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.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Dhawal Ghanshyam Dhanani
Jun 2023 - Present
View details

Education
Mr. Dhawal Dhanani is a B.Com., C.A.
Experience
He started as an equity research analyst at Samco Securities Ltd. He has over 5 years of work experience with more than 2 years capital markets and investment research.
Also manages these schemes

Umeshkumar Mehta
Aug 2023 - Present
View details

Education
Mr. Mehta is B.Com., C.A.
Experience
Prior to Samco AMC, he headed Samco Group Research Team and managed Public Relations through regular interaction in Business Channels and Print Media.
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,

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