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)

₹684 Cr

Lock In Period

N/A

Expense Ratio

3.39

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(%)
1M7.72-0.289.80
6M29.163.0958.91
1Y17.005.13126.49
3Y14.4413.58315.26

Portfolio Analysis

  • Equity: 95.41%
  • Debt: 4.59%
  • Others
As on: 2026-07-31
View allocation % by

1. Acutaas Chemicals Limited2.72%
2. Laurus Labs Limited2.62%
3. Shilpa Medicare Limited1.93%
4. Granules India Limited1.67%

1. Adani Enterprises Limited7.63%

1. The Jammu & Kashmir Bank Limited1.46%
2. RBL Bank Limited1.26%
3. The Karnataka Bank Limited1.26%
4. Karur Vysya Bank Limited1.18%
5. The South Indian Bank Limited1.15%
6. The Federal Bank Limited1.09%

1. Religare Enterprises Limited5.64%

1. Sansera Engineering Limited2.56%
2. Inox India Limited1.73%
3. Thermax Limited1.27%

1. Sterlite Technologies Limited5.40%

1. MTAR Technologies Limited2.83%
2. Astra Microwave Products Limited1.94%

1. GE Vernova T&D India Limited1.49%
2. Adani Energy Solutions Limited1.48%
3. Quality Power Electrical Eqp Ltd1.25%

1. Kirloskar Oil Engines Limited2.10%
2. Cummins India Limited1.20%

1. HFCL Limited3.28%

1. TD Power Systems Limited1.69%
2. Bharat Heavy Electricals Limited1.39%

1. Ather Energy Limited2.81%

1. Welspun Corp Limited2.48%

1. Thangamayil Jewellery Limited2.03%

1. Bank of Maharashtra1.51%
2. Union Bank of India0.40%

1. Syrma SGS Technology Limited1.86%

1. Schneider Electric Infrastructure Limited1.84%

1. R R Kabel Limited1.83%

1. Honasa Consumer Limited1.74%

1. Apar Industries Limited1.65%

1. Arvind Limited1.65%

1. Belrise Industries Ltd.1.59%

1. Avalon Technologies Limited1.55%

1. Multi Commodity Exchange of India Limited1.52%

1. Adani Power Limited1.38%

1. Navin Fluorine International Limited1.37%

1. Chennai Petroleum Corporation Limited1.33%

1. Vedanta Limited1.24%

1. The Great Eastern Shipping Company Limited1.21%

1. National Aluminium Company Limited1.09%

1. Black Box Limited1.05%

1. Bharat Forge Limited1.01%

1. Hitachi Energy India Limited1.01%
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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 ₹684 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.39. 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
Kotak Business Cycle Fund Growth13,411 CR2.07
ICICI Prudential Exports and Services Fund Growth31,487 CR2.29
Samco Active Momentum Fund Growth0683 CR3.39
UTI Gold Exchange Traded Fund Growth04,090 CR0.59
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundKotak Business Cycle Fund Growth4.998848.6575
This FundICICI Prudential Exports and Services Fund Growth5.127349.0715
This FundSamco Active Momentum Fund Growth16.997849.8586
This FundUTI Gold Exchange Traded Fund Growth40.192152.1274
This FundNippon India Taiwan Equity Fund Growth123.4582298.4764

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 3.39. 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 : 7.72%
  • 6 Months : 29.16%
  • 1 Year : 17.00%
  • 3 Years : 14.44%
Returns of Samco Active Momentum Fund Growth are updated daily based on NAV of ₹ 15.92 as on Sep 09,2026. Since inception, the return has been 49.86%.

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 ₹684 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.