Samco Active Momentum Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Samco Active Momentum Growth Direct Plan

NAV
₹15.3200
+0.00%
(17 Jan)
AUM
920 Cr
TER
0.85%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+21.3%
+20.2%
+18.4%
+18.2%
+7.6%
3Y
NA
+29.9%
+31.8%
+29.8%
+30.0%
5Y
NA
+28.7%
+24.1%
+26.3%
+26.9%
ALL
+32.2%
+17.5%
+11.9%
+16.9%
+26.7%
VOL
16.7%
18.1%
20.3%
19.7%
22.7%
TER
0.8%
1.2%
0.8%
0.8%
0.5%
AUM
₹920 Cr
₹6,911 Cr
₹4,572 Cr
₹1,286 Cr
₹5,237 Cr
INFO
1.93
0.96
0.58
0.86
1.18
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Samco Active Momentum (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Wockhardt Ltd
10.7%
Trent Ltd
6.7%
Dixon Technologies (India) Ltd
6.6%
Swan Energy Ltd
5.7%
Religare Enterprises Ltd
5.2%
Info Edge (India) Ltd
3.1%
Tips Music Ltd
2.4%
Mahindra & Mahindra Ltd
2.4%
Oracle Financial Services Software Ltd
2.3%
Persistent Systems Ltd
2.1%
Top industry exposure
Healthcare
21.0%
Industrials
16.0%
Consumer Cyclical
15.5%
Technology
14.3%
Financial Services
9.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
547%
Lock-in period
-
Exit load
• 2% for redemption within 365 days
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.
Fund manager(s)
Dhawal Dhanani
Paras Matalia
Umeshkumar Mehta

FAQs