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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹655 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 ₹11.95 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹250. The Samco Active Momentum Fund Growth AUM is ₹655 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 -6.26% returns, against a category average of -1.50% and a category best of 13.71%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-6.26-1.5013.71
6M-10.070.8258.21
1Y-15.353.84169.02
3Y0.0010.06239.94

Portfolio Analysis

  • Equity: 82.48%
  • Debt: 17.52%
  • Others
As on: 2026-02-28
View allocation % by

1. Karur Vysya Bank Limited2.23%
2. AU Small Finance Bank Limited2.05%
3. Ujjivan Small Finance Bank Limited1.78%
4. City Union Bank Limited1.74%
5. RBL Bank Limited1.71%
6. The Federal Bank Limited0.95%

1. Religare Enterprises Limited5.82%
2. Aditya Birla Capital Limited2.30%
3. Max Financial Services Limited1.85%

1. Mahindra & Mahindra Financial Services Limited1.82%
2. L&T Finance Limited1.55%
3. Muthoot Finance Limited1.43%
4. Manappuram Finance Limited1.29%
5. Shriram Finance Limited1.18%
6. Bajaj Finance Limited0.96%

1. Indian Bank2.15%
2. Canara Bank1.49%
3. State Bank of India1.28%
4. Bank of India0.02%

1. Eicher Motors Limited2.06%
2. TVS Motor Company Limited1.56%
3. Hero MotoCorp Limited1.10%

1. Force Motors Limited2.74%
2. Ashok Leyland Limited1.53%

1. Acutaas Chemicals Limited1.92%
2. Laurus Labs Limited1.64%

1. MTAR Technologies Limited3.47%

1. Lumax Auto Technologies Limited2.71%

1. TD Power Systems Limited2.57%

1. Netweb Technologies India Limited1.86%
2. eClerx Services Limited0.66%

1. Multi Commodity Exchange of India Limited2.27%

1. FSN E-Commerce Ventures Limited1.63%
2. Cartrade Tech Limited0.60%

1. Indian Metals & Ferro Alloys Limited2.21%

1. National Aluminium Company Limited1.15%
2. Hindalco Industries Limited0.98%

1. Thangamayil Jewellery Limited2.04%

1. GE Vernova T&D India Limited2.02%

1. Navin Fluorine International Limited1.65%

1. Godawari Power And Ispat limited1.44%

1. Maruti Suzuki India Limited1.42%

1. Sandur Manganese And Iron Ores Ltd1.28%

1. Gabriel India Limited1.19%

1. GMR Airports Limited1.18%

1. Cummins India Limited1.11%

1. One 97 Communications Limited1.06%

About Fund

Samco Active Momentum Fund Growth managed by Samco Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹655 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundQuant PSU Fund Growth0484.62 CR2.47
This FundLIC MF Consumption Fund Growth0494.96 CR2.38
This FundSamco Active Momentum Fund Growth0654.81 CR2.35
This FundICICI Prudential PSU Equity Fund Growth02021.84 CR2.08
This FundNippon India Taiwan Equity Fund Growth3519.5 CR2.42
Fund Name1Y3Y
This FundQuant PSU Fund Growth-5.72490
This FundLIC MF Consumption Fund Growth00
This FundSamco Active Momentum Fund Growth-15.34650
This FundICICI Prudential PSU Equity Fund Growth6.5641100
This FundNippon India Taiwan Equity Fund Growth165.3037226.0626

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 : -6.26%
  • 6 Months : -10.07%
  • 1 Year : -15.35%
  • 3 Years : 0.00%
Returns of Samco Active Momentum Fund Growth are updated daily based on NAV of ₹ 11.95 as on Apr 02,2026. 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 ₹655 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