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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹590 Cr

Lock In Period

N/A

Expense Ratio

2.35

Benchmark

NIfty 500 Total Return

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.

Summary

Latest details for Samco Active Momentum Fund Growth include a ₹13.01 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹250. The Samco Active Momentum Fund Growth AUM is ₹590 Cr, with a lock-in of N/A years, expense ratio of 2.35%, and benchmark NIfty 500 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 7.23% returns, against a category average of 1.33% and a category best of 23.39%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.231.3323.39
6M-4.791.7895.07
1Y-8.055.76265.59
3Y0.0014.02335.86

Portfolio Analysis

  • Equity: 62.51%
  • Debt: 37.49%
  • Others
As on: 2026-03-31
View allocation % by

1. Religare Enterprises Limited6.17%
2. Aditya Birla Capital Limited5.81%
3. Max Financial Services Limited1.69%

1. AU Small Finance Bank Limited2.00%
2. RBL Bank Limited1.72%
3. Karur Vysya Bank Limited1.01%
4. The Federal Bank Limited0.92%
5. City Union Bank Limited0.77%
6. Axis Bank Limited0.76%
7. DCB Bank Limited0.73%
8. Ujjivan Small Finance Bank Limited0.71%

1. Muthoot Finance Limited1.49%
2. L&T Finance Limited1.46%
3. Shriram Finance Limited1.06%
4. Mahindra & Mahindra Financial Services Limited0.59%

1. Indian Bank2.04%
2. Canara Bank1.30%
3. State Bank of India1.15%
4. Union Bank of India0.04%
5. Bank of India0.02%

1. Eicher Motors Limited1.88%
2. TVS Motor Company Limited1.50%
3. Hero MotoCorp Limited1.08%

1. Laurus Labs Limited1.68%
2. Acutaas Chemicals Limited1.15%

1. Multi Commodity Exchange of India Limited2.46%

1. National Aluminium Company Limited1.39%
2. Hindalco Industries Limited1.04%

1. Cummins India Limited1.14%
2. Kirloskar Oil Engines Limited1.07%

1. Ashok Leyland Limited1.24%
2. Force Motors Limited0.85%

1. MTAR Technologies Limited1.65%

1. FSN E-Commerce Ventures Limited1.60%

1. TD Power Systems Limited1.14%

1. GMR Airports Limited1.10%

1. GE Vernova T&D India Limited1.09%

1. The Great Eastern Shipping Company Limited1.05%

About Fund

Samco Active Momentum Fund Growth managed by Samco Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹590 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.35. 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
This FundKotak Rural Opportunities Fund Growth0759.93 CR2.32
This FundHSBC India Export Opportunities Fund Growth01086.18 CR2.24
This FundSamco Active Momentum Fund Growth0590.04 CR2.35
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundKotak Rural Opportunities Fund Growth00
This FundHSBC India Export Opportunities Fund Growth9.74110
This FundSamco Active Momentum Fund Growth-8.04840
This FundICICI Prudential PSU Equity Fund Growth10.7949112.0188
This FundNippon India Taiwan Equity Fund Growth260.5585318.1066

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 2.35. 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 : 7.23%
  • 6 Months : -4.79%
  • 1 Year : -8.05%
  • 3 Years : 0.00%
Returns of Samco Active Momentum Fund Growth are updated daily based on NAV of ₹ 13.01 as on Apr 22,2026. Since inception, the return has been 0.00%.

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 ₹590 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.
Min Inv Amount: ₹500