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)

₹752 Cr

Lock In Period

N/A

Expense Ratio

3.37

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-0.26-2.188.60
6M30.342.3238.69
1Y16.252.59121.39
3Y13.7110.68329.91

Portfolio Analysis

  • Equity: 93.23%
  • Debt: 6.77%
  • Others
As on: 2026-08-31
View allocation % by

1. Shilpa Medicare Limited3.08%
2. Laurus Labs Limited2.52%
3. Acutaas Chemicals Limited2.10%
4. Granules India Limited1.75%
5. Gujarat Themis Biosyn Limited1.59%

1. MTAR Technologies Limited2.99%
2. Paras Defence and Space Technologies Limited2.65%
3. Astra Microwave Products Limited1.75%

1. The Karnataka Bank Limited1.85%
2. RBL Bank Limited1.16%
3. The Jammu & Kashmir Bank Limited1.14%
4. Karur Vysya Bank Limited1.09%
5. The Federal Bank Limited0.99%
6. The South Indian Bank Limited0.85%

1. Sterlite Technologies Limited6.29%

1. Religare Enterprises Limited4.92%
2. Gaja Alternative Asset Management Ltd0.63%

1. Sky Gold And Diamonds Limited2.36%
2. Thangamayil Jewellery Limited1.67%
3. Lalithaa Jewellery Mart Ltd0.85%

1. Sansera Engineering Limited2.86%
2. Inox India Limited1.81%

1. Ather Energy Limited3.89%

1. HFCL Limited3.84%

1. TD Power Systems Limited2.46%
2. Bharat Heavy Electricals Limited1.38%

1. Welspun Corp Limited3.41%

1. Quality Power Electrical Eqp Ltd1.44%
2. Adani Energy Solutions Limited1.44%

1. Avalon Technologies Limited2.68%

1. R R Kabel Limited2.31%
2. Diamond Power Infra Limited0.22%

1. Honasa Consumer Limited2.10%

1. Kirloskar Oil Engines Limited2.03%

1. Apar Industries Limited1.85%

1. Syrma SGS Technology Limited1.78%

1. Arvind Limited1.62%

1. Chennai Petroleum Corporation Limited1.46%

1. Navin Fluorine International Limited1.43%

1. Bank of Maharashtra1.02%
2. Union Bank of India0.41%

1. Belrise Industries Ltd.1.42%

1. Adani Power Limited1.36%

1. Black Box Limited1.26%
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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 ₹752 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.37. 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
Tata Resources & Energy Fund Growth21,409 CR2.22
Quant Flexi Cap Fund Growth27,363 CR2.2
Samco Active Momentum Fund Growth0751 CR3.37
UTI Gold Exchange Traded Fund Growth04,513 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.4
Fund Name1Y3Y
This FundTata Resources & Energy Fund Growth5.527345.515
This FundQuant Flexi Cap Fund Growth9.513146.0229
This FundSamco Active Momentum Fund Growth15.73846.9407
This FundUTI Gold Exchange Traded Fund Growth27.3555150.0878
This FundNippon India Taiwan Equity Fund Growth123.9534312.0692

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 3.37. 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 : -0.26%
  • 6 Months : 30.34%
  • 1 Year : 16.25%
  • 3 Years : 13.71%
Returns of Samco Active Momentum Fund Growth are updated daily based on NAV of ₹ 15.38 as on Sep 30,2026. Since inception, the return has been 47.04%.

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 ₹752 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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