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Samco Active Momentum Fund-Reg(G)

Samco Active Momentum Fund-Reg(G)

12.9427 Apr 2026

Chart

PlanNormal
Returns (6 months)-3.792%
Expense ratio2.35%
Min Investment5,000
AUM590.04 Cr
Inception date5 Jul 2023

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: NIFTY 500 - TRI
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
7.74%
4.27%
-3.79%
-5.96%
NA
NA
9.59%
0.70%
7.74%
4.27%
-3.79%
-5.96%
NA
NA
9.59%

Holdings

Name
Religare Enterprises Ltd.
Religare Enterprises Ltd.
Aditya Birla Capital Ltd.
Aditya Birla Capital Ltd.
Multi Commodity Exchange Of India Ltd.
Multi Commodity Exchange Of India Ltd.
Indian Bank
Indian Bank
AU Small Finance Bank Ltd.
AU Small Finance Bank Ltd.
Eicher Motors Ltd.
Eicher Motors Ltd.
RBL Bank Ltd.
RBL Bank Ltd.
Max Financial Services Ltd.
Max Financial Services Ltd.
Laurus Labs Ltd.
Laurus Labs Ltd.
MTAR Technologies Ltd.
MTAR Technologies Ltd.
FSN E-Commerce Ventures Ltd.
FSN E-Commerce Ventures Ltd.
TVS Motor Company Ltd.
TVS Motor Company Ltd.
Muthoot Finance Ltd.
Muthoot Finance Ltd.
L&T Finance Ltd.
L&T Finance Ltd.
National Aluminium Company Ltd.
National Aluminium Company Ltd.
Canara Bank
Canara Bank
Ashok Leyland Ltd.
Ashok Leyland Ltd.
State Bank Of India
State Bank Of India
Acutaas Chemicals Ltd.
Acutaas Chemicals Ltd.
TD Power Systems Ltd.
TD Power Systems Ltd.
Cummins India Ltd.
Cummins India Ltd.
GMR Airports Ltd.
GMR Airports Ltd.
GE Vernova T&D India Ltd.
GE Vernova T&D India Ltd.
Hero MotoCorp Ltd.
Hero MotoCorp Ltd.
Kirloskar Oil Engines Ltd.
Kirloskar Oil Engines Ltd.
Shriram Finance Ltd.
Shriram Finance Ltd.
The Great Eastern Shipping Company Ltd.
The Great Eastern Shipping Company Ltd.
Hindalco Industries Ltd.
Hindalco Industries Ltd.
Karur Vysya Bank Ltd.
Karur Vysya Bank Ltd.
Lumax Auto Technologies Ltd.
Lumax Auto Technologies Ltd.
The Federal Bank Ltd.
The Federal Bank Ltd.
SBI Life Insurance Company Ltd.
SBI Life Insurance Company Ltd.
Force Motors Ltd.
Force Motors Ltd.
Avanti Feeds Ltd.
Avanti Feeds Ltd.
Navin Fluorine International Ltd.
Navin Fluorine International Ltd.
Thangamayil Jewellery Ltd.
Thangamayil Jewellery Ltd.
City Union Bank Ltd.
City Union Bank Ltd.
Axis Bank Ltd.
Axis Bank Ltd.
Indian Metals & Ferro Alloys Ltd.
Indian Metals & Ferro Alloys Ltd.
DCB Bank Ltd.
DCB Bank Ltd.
Netweb Technologies India Ltd.
Netweb Technologies India Ltd.
Ujjivan Small Finance Bank Ltd.
Ujjivan Small Finance Bank Ltd.
JK Tyre & Industries Ltd.
JK Tyre & Industries Ltd.
Mahindra & Mahindra Financial Services Ltd.
Mahindra & Mahindra Financial Services Ltd.
Sandur Manganese & Iron Ores Ltd.
Sandur Manganese & Iron Ores Ltd.
Bharat Forge Ltd.
Bharat Forge Ltd.
Vedanta Ltd.
Vedanta Ltd.
Union Bank Of India
Union Bank Of India
Bank Of India
Bank Of India
Instrument
Share %
Domestic Equities
6.17%
Domestic Equities
5.81%
Domestic Equities
2.46%
Domestic Equities
2.04%
Domestic Equities
2.00%
Domestic Equities
1.88%
Domestic Equities
1.72%
Domestic Equities
1.69%
Domestic Equities
1.68%
Domestic Equities
1.65%
Domestic Equities
1.60%
Domestic Equities
1.50%
Domestic Equities
1.49%
Domestic Equities
1.46%
Domestic Equities
1.39%
Domestic Equities
1.30%
Domestic Equities
1.24%
Domestic Equities
1.15%
Domestic Equities
1.15%
Domestic Equities
1.14%
Domestic Equities
1.14%
Domestic Equities
1.10%
Domestic Equities
1.09%
Domestic Equities
1.08%
Domestic Equities
1.07%
Domestic Equities
1.06%
Domestic Equities
1.05%
Domestic Equities
1.04%
Domestic Equities
1.01%
Domestic Equities
1.00%
Domestic Equities
0.92%
Domestic Equities
0.86%
Domestic Equities
0.85%
Domestic Equities
0.81%
Domestic Equities
0.81%
Domestic Equities
0.78%
Domestic Equities
0.77%
Domestic Equities
0.76%
Domestic Equities
0.74%
Domestic Equities
0.73%
Domestic Equities
0.71%
Domestic Equities
0.71%
Domestic Equities
0.66%
Domestic Equities
0.59%
Domestic Equities
0.47%
Domestic Equities
0.07%
Domestic Equities
0.05%
Domestic Equities
0.04%
Domestic Equities
0.02%
Risk Meter
Risk MeterPin
Your investment is at
High
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
UM
Umeshkumar Mehta
NB
Nirali Bhansali
DD
Dhawal Ghanshyam Dhanani
Lock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
1% on or before 365D, Nil after 365D

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