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75945
Samco Active Momentum Fund - Direct (G)
15.89
8.98
2.09
4.19
14.89
19.72
15.52
7
1.56
15.89
Samco Active Momentum Fund - Direct (G)
1.56
15.89
1.11
3.5
3 Years
Begin with SIP Invest One-Time
  • NAV

    15.66

    13 Aug 2026

  • -0.51%

     1 Day

  • 15.89%

    3Y CAGR returns

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  • ₹ 250

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 2.08%

    Expense Ratio

  • NA

     Rating

  • 684 Cr

    Fund Size

  • 3 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 13 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 8.98%
  • 15.89%
  • 15.52

Scheme Allocation

By Holding By Sector By Asset
7.63%
5.64%
5.40%
3.51%
3.28%
74.54%
View All

Advance Ratio

  • 2.78Alpha
  • 4.82SD
  • 0.78Beta
  • 0.51Sharpe

Exit Load & Tax Implication

  • 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.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

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.

Fund Managers

Umeshkumar Mehta

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Peer Comparison

  • Fund Name
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More Funds from Samco Mutual Fund

75945
  • Fund Name
  • AUM - ₹ 105

AMC Contact Details

  • Address :
  • 1003, A Naman Midtown, Sanapati Bapat Marg, Prabhadevi West, Mumbai - 400013
    • Contact :
    • +91022-41708999
    • Email ID :
    • info@samcomf.com
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