Samco Active Momentum Fund – Direct Growth

₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.9 %
Expense Ratio
Rating
813
Fund Size (in Cr)
1 Year
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 July 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 46.5% - - 44.5%
Category Average 36.9% 19.9% 21.2% -

Scheme Allocation

By Holding
By Sector
By Asset
5.85%
5.6%
Others
75.5%
View all Holdings
Holdings Sector Instrument Asset
Swan Energy Diversified Equity 5.85%
Wockhardt Pharmaceuticals Equity 5.6%
Religare Enterp. Finance Equity 5.29%
Amara Raja Ener. Auto Ancillaries Equity 4.09%
Sterling & Wils. Engineering Equity 3.67%
Man Infra Construction Equity 3.54%
Torrent Power Power Generation & Distribution Equity 2.98%
Sundaram Finance Finance Equity 2.88%
Power Fin.Corpn. Finance Equity 2.83%
Ajanta Pharma Pharmaceuticals Equity 2.8%
Adani Power Power Generation & Distribution Equity 2.64%
REC Ltd Finance Equity 2.62%
Tips Industries Entertainment Equity 2.62%
Indian Metals Ferro Alloys Equity 2.37%
Va Tech Wabag Capital Goods-Non Electrical Equipment Equity 2.36%
Bosch Auto Ancillaries Equity 2.18%
Newgen Software IT - Software Equity 2.08%
BEML Ltd Aerospace & Defence Equity 2.07%
Volt.Transform. Capital Goods - Electrical Equipment Equity 2.03%
Hind.Aeronautics Aerospace & Defence Equity 2.01%
Shriram Finance Finance Equity 1.9%
Tata Steel Steel Equity 1.86%
Indus Towers Telecomm Equipment & Infra Services Equity 1.85%
Havells India Consumer Durables Equity 1.79%
Cochin Shipyard Aerospace & Defence Equity 1.48%
Himadri Special Chemicals Equity 1.42%
United Spirits Alcoholic Beverages Equity 1.41%
Piramal Pharma Pharmaceuticals Equity 1.33%
Zydus Lifesci. Pharmaceuticals Equity 1.32%
Samvardh. Mothe. Auto Ancillaries Equity 1.26%
Techno Elec.Engg Infrastructure Developers & Operators Equity 1.22%
O N G C Crude Oil & Natural Gas Equity 1.18%
B P C L Refineries Equity 1.17%
Nippon Life Ind. Finance Equity 1.13%
Hindustan Zinc Non Ferrous Metals Equity 1.12%
Grasim Inds Textiles Equity 1.09%
LIC Housing Fin. Finance Equity 1%
Hero Motocorp Automobile Equity 0.98%
Godrej Industrie Chemicals Equity 0.95%
Granules India Pharmaceuticals Equity 0.91%
Power Grid Corpn Power Generation & Distribution Equity 0.86%
NHPC Ltd Power Generation & Distribution Equity 0.8%
Rail Vikas Infrastructure Developers & Operators Equity 0.71%
Linde India Chemicals Equity 0.62%
Bharat Electron Aerospace & Defence Equity 0.59%
SKF India Bearings Equity 0.52%
HDFC AMC Finance Equity 0.42%
MOIL Mining & Mineral products Equity 0.41%
Marathon Nextgen Realty Equity 0.38%
H.G. Infra Engg. Infrastructure Developers & Operators Equity 0.21%
Alembic Pharma Pharmaceuticals Equity 0.19%
Grasim Inds PP Textiles Equity 0.02%
Pharmaceuticals & Biotech
13%
Finance
11.13%
Construction
10.04%
Power
7.87%
Diversified
6.98%
Others
50.98%
View all Sectors
Sectors Asset
Pharmaceuticals & Biotech 13%
Finance 11.13%
Construction 10.04%
Power 7.87%
Diversified 6.98%
Auto Components 5.14%
Industrial Manufacturing 4.94%
Debt 4.55%
Ferrous Metals 4.22%
Capital Markets 3.4%
Entertainment 2.84%
Aerospace & Defense 2.61%
Cash & Others 2.28%
Agricultural, Commercial 2.18%
IT-Software 2.07%
Consumer Durables 1.99%
Chemicals & Petrochemical 1.96%
Other Utilities 1.91%
Telecom-Services 1.81%
Petroleum Products 1.5%
Beverages 1.36%
Non-Ferrous Metals 1.22%
Oil 1.2%
Automobiles 1.07%
Cement & Cement Products 1.01%
Agricultural Food & other 0.62%
Industrial Products 0.51%
Minerals & Mining 0.44%
Banks 0.15%
Equity
94.61%
Net Curr Ass/Net Receivables
2.84%
Reverse Repos
2.55%
Others
0%

Advance Ratio

10.86
Alpha
4.35
SD
0.82
Beta
2.12
Sharpe

Exit Load

Exit Load 2.00% 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 investement is redeemed or switched out after 365 days from the date of allotment of units.

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

Paras Matalia

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Samco Mutual Fund
AUM:
2,256 Cr
Address:
1003, A Naman Midtown, Sanapati Bapat Marg, Prabhadevi West, Mumbai - 400013
Contact:
022-41708999
Email ID:
info@samcomf.com

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Frequently Asked Questions

How to invest in Samco Active Momentum Fund – Direct Growth ?

You can invest in Samco Active Momentum Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Samco Active Momentum Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Samco Active Momentum Fund – Direct Growth ?

The NAV of Samco Active Momentum Fund – Direct Growth is ₹14.7 as of 23 July 2024.

How to redeem Samco Active Momentum Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Samco Active Momentum Fund – Direct Growth?

The minimum SIP amount of Samco Active Momentum Fund – Direct Growth is ₹500

What are the top sectors Samco Active Momentum Fund – Direct Growth has invested in?

The top sectors Samco Active Momentum Fund – Direct Growth has invested in are
  1. Pharmaceuticals & Biotech - 13%
  2. Finance - 11.13%
  3. Construction - 10.04%
  4. Power - 7.87%
  5. Diversified - 6.98%

Can I make investments in both the SIP and Lump Sum schemes of Samco Active Momentum Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Samco Active Momentum Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Samco Active Momentum Fund – Direct Growth generated ?

The Samco Active Momentum Fund – Direct Growth has delivered 44.5% since inception

What is the expense ratio of Samco Active Momentum Fund – Direct Growth ?

The expense ratio of Samco Active Momentum Fund – Direct Growth is 0.9 % as of 23 July 2024.

What is the AUM of Samco Active Momentum Fund – Direct Growth?

The AUM of Samco Active Momentum Fund – Direct Growth is ₹2,256 Cr as of 23 July 2024

What are the top stock holdings of Samco Active Momentum Fund – Direct Growth?

The top stock holdings of Samco Active Momentum Fund – Direct Growth are
  1. Swan Energy - 5.85%
  2. Wockhardt - 5.6%
  3. Religare Enterp. - 5.29%
  4. Amara Raja Ener. - 4.09%
  5. Sterling & Wils. - 3.67%

How can I redeem my investments in Samco Active Momentum Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Samco Active Momentum Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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