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Samco Active Momentum Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Samco Active Momentum Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹681 Cr

Lock In Period

N/A

Expense Ratio

2.41

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(%)
1M4.21-0.3311.15
6M9.531.41105.79
1Y-0.903.87179.84
3Y0.0010.92339.07

Portfolio Analysis

  • Equity: 87.08%
  • Debt: 12.92%
  • Others
As on: 2026-05-31
View allocation % by

1. AU Small Finance Bank Limited1.91%
2. The Karnataka Bank Limited1.64%
3. RBL Bank Limited1.49%
4. Karur Vysya Bank Limited1.43%
5. DCB Bank Limited1.34%
6. The South Indian Bank Limited1.24%
7. City Union Bank Limited1.19%
8. The Federal Bank Limited0.88%

1. Religare Enterprises Limited5.93%
2. Aditya Birla Capital Limited1.93%

1. Acutaas Chemicals Limited2.75%
2. Laurus Labs Limited1.97%
3. Glenmark Pharmaceuticals Limited0.83%
4. Torrent Pharmaceuticals Limited0.82%

1. Sterlite Technologies Limited6.33%

1. MTAR Technologies Limited6.22%

1. Indian Bank1.61%
2. Canara Bank1.19%
3. State Bank of India0.98%
4. Bank of Maharashtra0.72%
5. Union Bank of India0.39%
6. Bank of India0.15%

1. Kirloskar Oil Engines Limited2.63%
2. Cummins India Limited1.29%

1. GE Vernova T&D India Limited2.87%
2. Quality Power Electrical Eqp Ltd0.83%

1. Hindalco Industries Limited1.34%
2. National Aluminium Company Limited1.33%
3. Vedanta Aluminium Metal Limited0.37%

1. Sansera Engineering Limited2.87%

1. Force Motors Limited1.49%
2. Ashok Leyland Limited1.09%
3. Tata Motors Passenger Vehicles Limited0.22%

1. TD Power Systems Limited2.78%

1. Multi Commodity Exchange of India Limited2.64%

1. Thangamayil Jewellery Limited2.20%
2. Titan Company Limited0.22%

1. L&T Finance Limited1.42%
2. Shriram Finance Limited0.94%

1. Lumax Auto Technologies Limited2.09%

1. Prime Focus Limited1.84%

1. Avanti Feeds Limited1.77%

1. Navin Fluorine International Limited1.73%

1. The Great Eastern Shipping Company Limited1.53%

1. Steel Authority of India Limited0.91%
2. Vedanta Iron And Steel Limited0.37%

1. Hitachi Energy India Limited1.21%

1. Chennai Petroleum Corporation Limited1.11%

1. Vedanta Limited1.07%

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 ₹681 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.41. 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
Union Business Cycle Fund Growth0511.53 CR2.43
Baroda BNP Paribas Energy Opportunities Fund Growth0700.27 CR2.4
Samco Active Momentum Fund Growth0681.39 CR2.41
HDFC Defence Fund Growth59724.27 CR1.75
Nippon India Taiwan Equity Fund Growth31256.27 CR2.15
Fund Name1Y3Y
This FundUnion Business Cycle Fund Growth4.96890
This FundBaroda BNP Paribas Energy Opportunities Fund Growth3.04790
This FundSamco Active Momentum Fund Growth-0.89660
This FundHDFC Defence Fund Growth16.2206191.9108
This FundNippon India Taiwan Equity Fund Growth176.0373321.2152

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 2.41. 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 : 4.21%
  • 6 Months : 9.53%
  • 1 Year : -0.90%
  • 3 Years : 0.00%
Returns of Samco Active Momentum Fund Growth are updated daily based on NAV of ₹ 14.22 as on Jul 03,2026. 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 ₹681 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.