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.

Benchmark · NIFTY 500 TRITER · 2.42%Inception · 05-07-2023
NAV
13.26
+1.21% · as of 14-05-2026
Since inception
10.36%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹6 Cr
AUM
Expense ratio
2.42%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +10.36% CAGR vs benchmark +12.11%.

Portfolio

Where the money is invested

Top holdings

Net Receivables / (Payables)51.12%
RELIGARE ENTERPRISES LIMITED EQ6.17%
ADITYA BIRLA CAPITAL LIMITED EQ5.81%
Multi Commodity Exchange of India Ltd2.46%
Indian Bank2.04%
AU SMALL FINANCE BANK LIMITED EQ2.00%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-1.88%
RBL BANK LIMITED EQ1.72%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-1.69%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-1.68%

Sector allocation

Financial Services34.76%
Capital Goods7.33%
Automobile and Auto Components7.04%
Metals & Mining3.22%
Healthcare2.83%
Services2.15%
Consumer Services1.60%
Fast Moving Consumer Goods0.81%
Chemicals0.81%
Consumer Durables0.78%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 10.4% p.a.
₹10,000
10 years
Projected value
₹21,09,275
Invested: ₹12,00,000
Gained: ₹9,09,275
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

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