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)

₹775 Cr

Lock In Period

N/A

Expense Ratio

3.23

Exit Load

1.00% If the investment is redeemed or switched out on or before 30 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 30 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-6.49-2.238.60
6M11.91-0.3712.71
1Y7.371.2890.88
3Y11.2710.51281.41

Portfolio Analysis

  • Equity: 77.30%
  • Debt: 22.70%
  • Others
As on: 2026-09-30
View allocation % by

1. Laurus Labs Limited2.76%
2. Shilpa Medicare Limited2.70%
3. Granules India Limited1.50%
4. Gujarat Themis Biosyn Limited1.36%
5. Gland Pharma Limited1.34%
6. Acutaas Chemicals Limited1.17%

1. The Karnataka Bank Limited1.61%
2. RBL Bank Limited1.20%
3. The South Indian Bank Limited1.05%
4. Karur Vysya Bank Limited0.90%
5. The Federal Bank Limited0.85%
6. The Jammu & Kashmir Bank Limited0.78%

1. Sterlite Technologies Limited5.46%

1. Religare Enterprises Limited4.50%
2. Gaja Alternative Asset Management Ltd0.57%

1. MTAR Technologies Limited2.09%
2. Astra Microwave Products Limited1.47%
3. Paras Defence and Space Technologies Limited1.32%

1. Sansera Engineering Limited2.22%
2. Inox India Limited1.23%
3. Skipper Limited0.89%

1. Sky Gold And Diamonds Limited1.93%
2. Thangamayil Jewellery Limited1.36%
3. Lalithaa Jewellery Mart Ltd0.61%

1. Welspun Corp Limited3.09%

1. TD Power Systems Limited1.54%
2. Bharat Heavy Electricals Limited1.26%

1. Black Box Limited1.35%
2. Oracle Financial Services Software Limited1.07%

1. HFCL Limited2.41%

1. Adani Energy Solutions Limited1.29%
2. Quality Power Electrical Eqp Ltd1.03%

1. Diamond Power Infra Limited2.11%

1. Syrma SGS Technology Limited1.74%

1. Avalon Technologies Limited1.62%

1. Apar Industries Limited1.31%
2. Fineotex Chemical Limited0.15%

1. Kirloskar Oil Engines Limited1.40%

1. Adani Power Limited1.36%

1. Arvind Limited1.33%

1. Bank of Maharashtra0.96%
2. Union Bank of India0.36%

1. Honasa Consumer Limited1.22%

1. Navin Fluorine International Limited1.20%

1. Chennai Petroleum Corporation Limited1.14%
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About Fund Samco Active Momentum Fund Growth

Samco Active Momentum Fund Growth managed by Samco Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹775 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.23. 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
Sundaram Services Fund Growth34,999 CR1.94
Nippon India Quant Fund Growth2107 CR1.31
Samco Active Momentum Fund Growth0774 CR3.23
UTI Gold Exchange Traded Fund Growth04,406 CR0.59
Nippon India Taiwan Equity Fund Growth31,147 CR2.34
Fund Name1Y3Y
This FundSundaram Services Fund Growth-5.615635.2012
This FundNippon India Quant Fund Growth-8.402136.2618
This FundSamco Active Momentum Fund Growth7.374637.7483
This FundUTI Gold Exchange Traded Fund Growth12.1953131.1935
This FundNippon India Taiwan Equity Fund Growth88.3403266.0214

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 3.23. 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 : -6.49%
  • 6 Months : 11.91%
  • 1 Year : 7.37%
  • 3 Years : 11.27%
Returns of Samco Active Momentum Fund Growth are updated daily based on NAV of ₹ 14.29 as on Oct 23,2026. Since inception, the return has been 37.75%.

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 ₹775 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.
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