Money Lancer
Equity: Thematic-Active-Momentum
Samco Mutual Fund
Samco Mutual Fund · Equity: Thematic-Active-Momentum

Samco Active Momentum Fund - Regular Plan - Growth Option

The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit positive price momentum – based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

EquityBenchmark · Nifty 500 TRITER · 2.41%Inception · 05-07-2023
NAV
14.55
+1.24% · as of 15-07-2026
Since inception
13.19%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹708 Cr
AUM
Expense ratio
2.41%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +13.19% CAGR vs benchmark +12.16%.

Portfolio

Where the money is invested

Top holdings

Clearing Corporation of India Ltd9.14%
Clearing Corporation of India Ltd9.14%
STERLITE TECHNOLOGIES LIMITED EQ NEW F.V. RS.2/-6.33%
MTAR TECHNOLOGIES LIMITED EQ6.22%
RELIGARE ENTERPRISES LIMITED EQ5.93%
GE T&D INDIA LIMITED EQ NEW RS. 2/-2.87%
SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/-2.87%
TD POWER SYSTEMS LIMITED EQ NEW FV RS.2/-2.78%
Ami Organics Limited2.75%
Multi Commodity Exchange of India L2.64%

Sector allocation

Financial Services29.02%
Capital Goods20.64%
Automobile and Auto Components7.57%
Healthcare6.37%
Telecommunication6.33%
Metals & Mining5.39%
Consumer Durables2.42%
Media, Entertainment & Publication1.84%
Fast Moving Consumer Goods1.77%
Chemicals1.73%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 13.2% p.a.
₹10,000
10 years
Projected value
₹24,95,239
Invested: ₹12,00,000
Gained: ₹12,95,239
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Umeshkumar Mehta, Mrs. Nirali Bhansali, Mr. Dhawal Dhanani, Ms. Komal Grover
Manager since fund inception data not available
ISIN & identifiers
AMFI code
151752
ISIN (Growth)
INF0K1H01073
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Thematic-Active-Momentum funds

Want a personalised recommendation?

Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.

Chat with us