Samco Active Momentum Fund Direct Growth

Samco Active Momentum Fund Direct Growth

1M
6M
1Y
All
NAV: 12 Jun '26
₹14.43
Min. for SIP
₹250
Fund size (AUM)
₹681.39 Cr
Expense ratio
0.98%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,652
+4.35%
6 months₹30,000₹31,258
+4.19%
1 year₹60,000₹60,579
+0.97%

Holdings (75)

NameSectorInstrumentsAssets
Others CBLOUnspecifiedCBLO9.14%
Sterlite Technologies LtdTechnologyEquity6.33%
MTAR Technologies LtdIndustrialsEquity6.22%
Religare Enterprises LtdFinancialEquity5.93%
GE T&D India LtdIndustrialsEquity2.87%
Sansera Engineering LtdConsumer DiscretionaryEquity2.87%
TD Power Systems LtdIndustrialsEquity2.78%
Ami Organics LtdHealthcareEquity2.75%
Multi Commodity Exchange Of India LtdFinancialEquity2.64%
Kirloskar Oil Engines LtdIndustrialsEquity2.63%
Thangamayil Jewellery LtdConsumer DiscretionaryEquity2.20%
Lumax Auto Technologies LtdConsumer DiscretionaryEquity2.09%
Laurus Labs LtdHealthcareEquity1.97%
Aditya Birla Capital LtdFinancialEquity1.93%
AU Small Finance Bank LtdFinancialEquity1.91%
Prime Focus LtdConsumer DiscretionaryEquity1.84%
Avanti Feeds LtdConsumer StaplesEquity1.77%
Navin Fluorine International LtdMaterialsEquity1.73%
The Karnataka Bank LtdFinancialEquity1.64%
National Aluminium Company Limited June 2026 FutureMaterialsFutures1.62%
Indian BankFinancialEquity1.61%
Hitachi Energy India Limited June 2026 FutureIndustrialsFutures1.59%
The Great Eastern Shipping Company LtdEnergy & UtilitiesEquity1.53%
Force Motors LtdIndustrialsEquity1.49%
RBL Bank LtdFinancialEquity1.49%
Karur Vysya Bank LtdFinancialEquity1.43%
L&T Finance Holdings LtdFinancialEquity1.42%
Bharat Forge Limited June 2026 FutureConsumer DiscretionaryFutures1.39%
DCB Bank LtdFinancialEquity1.34%
Hindalco Industries LtdMaterialsEquity1.34%
National Aluminium Company LtdMaterialsEquity1.33%
Cummins India LtdIndustrialsEquity1.29%
The South Indian Bank LtdFinancialEquity1.24%
Hitachi Energy India LtdIndustrialsEquity1.21%
City Union Bank LtdFinancialEquity1.19%
Canara BankFinancialEquity1.19%
Chennai Petroleum Corporation LtdEnergy & UtilitiesEquity1.11%
Ashok Leyland LtdIndustrialsEquity1.09%
Vedanta LtdMaterialsEquity1.07%
The Federal Bank Limited June 2026 FutureFinancialFutures1.02%
Union Bank of India June 2026 FutureFinancialFutures0.98%
State Bank of IndiaFinancialEquity0.98%
Shriram Transport Finance Company LtdFinancialEquity0.94%
Steel Authority Of India LtdMaterialsEquity0.91%
Bharat Forge LtdConsumer DiscretionaryEquity0.90%
Apar Industries LtdDiversifiedEquity0.88%
The Federal Bank LtdFinancialEquity0.88%
Cummins India Limited June 2026 FutureIndustrialsFutures0.87%
Welspun Corp LtdMaterialsEquity0.84%
Quality Power Electrical Equipments Ltd.IndustrialsEquity0.83%
Glenmark Pharmaceuticals LtdHealthcareEquity0.83%
Torrent Pharmaceuticals LtdHealthcareEquity0.82%
Titan Company Limited June 2026 FutureConsumer DiscretionaryFutures0.80%
Bank of India June 2026 FutureFinancialFutures0.78%
Hindalco Industries Limited June 2026 FutureMaterialsFutures0.76%
Bank of MaharashtraFinancialEquity0.72%
Shriram Finance Limited June 2026 FutureFinancialFutures0.65%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.62%
Torrent Pharmaceuticals Limited June 2026 FutureHealthcareFutures0.59%
Oil & Natural Gas Corporation Limited June 2026 FutureEnergy & UtilitiesFutures0.54%
Union Bank of IndiaFinancialEquity0.39%
Vedanta Oil and Gas LtdEnergy & UtilitiesEquity0.37%
Vedanta Aluminium Metal LtdMaterialsEquity0.37%
Vedanta Iron And Steel LtdMaterialsEquity0.37%
Vedanta Power LtdIndustrialsEquity0.37%
State Bank of India June 2026 FutureFinancialFutures0.37%
Laurus Labs Limited June 2026 FutureHealthcareFutures0.33%
Ashok Leyland Limited June 2026 FutureIndustrialsFutures0.24%
Titan Company LtdConsumer DiscretionaryEquity0.22%
Tata Motors LtdConsumer DiscretionaryEquity0.22%
Bank of IndiaFinancialEquity0.15%
Multi Commodity Exchange of India Limited June 2026 FutureFinancialFutures0.14%
Tata Motors Passenger Vehicles Limited June 2026 FutureConsumer DiscretionaryFutures0.13%
Aditya Birla Capital Limited June 2026 FutureFinancialFutures-0.33%
Net PayablesUnspecifiedNet Payables-8.69%
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+14.3%+8.4%-0.6%+44.3%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)101330--

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 ₹2,570 Cr and the Latest NAV as of 12 Jun 2026 is ₹14.43. 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₹2,570.20 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,