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Samco Active Momentum Fund Growth Return

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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)

₹647 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

Summary

Samco Active Momentum Fund Growth NAV is ₹13.65 as of 10 Jun, 2026. Samco Active Momentum Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Samco Active Momentum Fund Growth is ₹250. The AUM of Samco Active Momentum Fund Growth is ₹647 Cr. The expense ratio of the fund is 2.41%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund 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 last 1M months, Samco Active Momentum Fund Growth has delivered 6.88% returns.

Samco Active Momentum Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.88-0.569.53
6M8.531.63111.00
1Y-0.434.68213.27
3Y0.0012.69345.77

Portfolio Analysis

  • Equity: 84.54%
  • Debt: 15.46%
  • Others
As on: 2026-04-30
View allocation % by

1. AU Small Finance Bank Limited2.08%
2. The Karnataka Bank Limited1.72%
3. DCB Bank Limited1.61%
4. RBL Bank Limited1.53%
5. Karur Vysya Bank Limited1.53%
6. Ujjivan Small Finance Bank Limited1.35%
7. City Union Bank Limited1.32%
8. The South Indian Bank Limited1.24%
9. The Federal Bank Limited0.92%

1. Religare Enterprises Limited5.83%
2. Aditya Birla Capital Limited1.93%

1. MTAR Technologies Limited5.38%

1. Acutaas Chemicals Limited2.40%
2. Laurus Labs Limited1.68%
3. Torrent Pharmaceuticals Limited0.82%

1. Indian Bank1.74%
2. Canara Bank1.29%
3. State Bank of India1.15%
4. Union Bank of India0.41%
5. Bank of India0.16%
6. Bank of Baroda0.11%

1. Sterlite Technologies Limited3.67%

1. Kirloskar Oil Engines Limited2.44%
2. Cummins India Limited1.21%

1. Thangamayil Jewellery Limited2.18%
2. Titan Company Limited0.83%

1. National Aluminium Company Limited1.31%
2. Hindalco Industries Limited1.30%
3. Vedanta Aluminium Metal Limited0.39%

1. Force Motors Limited1.61%
2. Ashok Leyland Limited1.19%
3. Tata Motors Passenger Vehicles Limited0.20%

1. Multi Commodity Exchange of India Limited2.79%

1. Sansera Engineering Limited2.66%

1. GE Vernova T&D India Limited2.62%

1. Prime Focus Limited2.58%

1. TD Power Systems Limited2.56%

1. L&T Finance Limited1.46%
2. Shriram Finance Limited0.98%

1. Avanti Feeds Limited2.14%

1. Lumax Auto Technologies Limited2.07%

1. The Great Eastern Shipping Company Limited1.80%

1. Navin Fluorine International Limited1.74%

1. TVS Motor Company Limited1.36%

1. Chennai Petroleum Corporation Limited1.25%
2. Indian Oil Corporation Limited0.06%

1. Hitachi Energy India Limited1.12%

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 ₹647 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
ICICI Prudential Equity Minimum Variance Fund Growth02984.56 CR1.98
Bank of India Business Cycle Fund Growth0466.61 CR2.47
Samco Active Momentum Fund Growth0646.61 CR2.41
HDFC Defence Fund Growth59123.61 CR1.75
Nippon India Taiwan Equity Fund Growth31138.67 CR2.15
Fund Name1Y3Y
This FundICICI Prudential Equity Minimum Variance Fund Growth-1.25360
This FundBank of India Business Cycle Fund Growth-1.20610
This FundSamco Active Momentum Fund Growth-0.4270
This FundHDFC Defence Fund Growth8.3978177.3172
This FundNippon India Taiwan Equity Fund Growth208.9947327.6489

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 : 6.88%
  • 6 Months : 8.53%
  • 1 Year : -0.43%
  • 3 Years : 0.00%
Returns of Samco Active Momentum Fund Growth are updated daily based on NAV of ₹ 13.65 as on Jun 08,2026. 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 ₹647 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.