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Samco Active Momentum Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Samco Active Momentum Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹708 Cr

Lock In Period

N/A

Expense Ratio

3.4

Exit Load

1.00% If the investment is redeemed or switched out on or before 365 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 365 days from the date of allotment of units.

Benchmark

NIfty 500 Total Return

Samco Active Momentum Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.40-0.8216.11
6M10.761.0140.05
1Y-2.592.93105.34
3Y11.5310.88199.53

Portfolio Analysis

  • Equity: 88.35%
  • Debt: 11.65%
  • Others
As on: 2026-06-30
View allocation % by

1. Acutaas Chemicals Limited2.98%
2. Laurus Labs Limited2.12%
3. Granules India Limited1.79%
4. Glenmark Pharmaceuticals Limited1.07%
5. Torrent Pharmaceuticals Limited0.83%

1. The Karnataka Bank Limited1.60%
2. RBL Bank Limited1.53%
3. Karur Vysya Bank Limited1.41%
4. The South Indian Bank Limited1.31%
5. The Jammu & Kashmir Bank Limited1.02%
6. The Federal Bank Limited0.97%

1. Religare Enterprises Limited6.34%
2. Aditya Birla Capital Limited1.17%

1. Sterlite Technologies Limited6.98%

1. Cupid Limited6.22%

1. GE Vernova T&D India Limited2.16%
2. Quality Power Electrical Eqp Ltd1.30%
3. Adani Energy Solutions Limited1.20%

1. Kirloskar Oil Engines Limited3.10%
2. Cummins India Limited1.19%

1. MTAR Technologies Limited4.17%

1. TD Power Systems Limited2.51%
2. Bharat Heavy Electricals Limited1.62%

1. Bank of Maharashtra1.98%
2. Indian Bank0.88%
3. Canara Bank0.59%
4. Union Bank of India0.39%
5. Bank of India0.15%

1. Sansera Engineering Limited2.58%
2. Thermax Limited1.38%

1. Thangamayil Jewellery Limited2.62%

1. Shriram Finance Limited1.22%
2. L&T Finance Limited1.20%

1. Welspun Corp Limited2.26%

1. Hindalco Industries Limited1.10%
2. National Aluminium Company Limited1.02%

1. Navin Fluorine International Limited1.79%

1. Vedanta Limited1.58%

1. Force Motors Limited1.37%
2. Tata Motors Passenger Vehicles Limited0.19%

1. Multi Commodity Exchange of India Limited1.55%

1. The Great Eastern Shipping Company Limited1.54%

1. Prime Focus Limited1.50%

1. Adani Power Limited1.32%

1. Chennai Petroleum Corporation Limited1.17%

1. Hitachi Energy India Limited1.06%

1. Steel Authority of India Limited1.06%

About Fund Samco Active Momentum Fund Growth

Samco Active Momentum Fund Growth managed by Samco Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹708 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.4. Under the expert guidance of Nirali Bhansali ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nirali Bhansali

Ms. Nirali Bhansali is a B.E., MBA. She started as a senior analyst at Samco Securities Ltd. and has been the Head of Equity Research. She has over 7 years of work experience with more than 5 years capital markets and investment research.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HDFC Business Cycle Fund Growth32,703 CR2.17
Aditya Birla Sun Life ESG Integration Strategy Fund Growth0563 CR2.43
Samco Active Momentum Fund Growth0708 CR3.4
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundHDFC Business Cycle Fund Growth2.566435.3916
This FundAditya Birla Sun Life ESG Integration Strategy Fund Growth2.837738.4263
This FundSamco Active Momentum Fund Growth-2.592938.7226
This FundHDFC Defence Fund Growth24.0562161.7861
This FundNippon India Taiwan Equity Fund Growth102.5633187.3688

Samco Active Momentum Fund Growth FAQs

Samco Active Momentum Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Samco Active Momentum Fund Growth is 3.4. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Samco Active Momentum Fund Growth’s fund performance is as follows:
  • 1 Month : -4.40%
  • 6 Months : 10.76%
  • 1 Year : -2.59%
  • 3 Years : 11.53%
Returns of Samco Active Momentum Fund Growth are updated daily based on NAV of ₹ 14.07 as on Jul 31,2026. Since inception, the return has been 38.72%.

You can invest in Samco Active Momentum Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Samco Active Momentum Fund Growth is ₹708 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Samco Active Momentum Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.