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Samco Active Momentum Fund-Reg(G)

Samco Active Momentum Fund-Reg(G)

14.1124 Jul 2026

Chart

PlanNormal
Returns (6 months)14.159%
Expense ratio3.4%
Min Investment5,000
AUM708.1 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
-1.47%
10.32%
14.16%
-3.02%
12.04%
NA
11.93%
-0.98%
-1.47%
10.32%
14.16%
-3.02%
12.04%
NA
11.93%

Holdings

Name
Sterlite Technologies Ltd.
Sterlite Technologies Ltd.
Religare Enterprises Ltd.
Religare Enterprises Ltd.
Cupid Ltd.
Cupid Ltd.
MTAR Technologies Ltd.
MTAR Technologies Ltd.
Kirloskar Oil Engines Ltd.
Kirloskar Oil Engines Ltd.
Acutaas Chemicals Ltd.
Acutaas Chemicals Ltd.
Thangamayil Jewellery Ltd.
Thangamayil Jewellery Ltd.
Sansera Engineering Ltd.
Sansera Engineering Ltd.
TD Power Systems Ltd.
TD Power Systems Ltd.
Welspun Corp Ltd.
Welspun Corp Ltd.
GE Vernova T&D India Ltd.
GE Vernova T&D India Ltd.
Laurus Labs Ltd.
Laurus Labs Ltd.
Bank Of Maharashtra
Bank Of Maharashtra
Navin Fluorine International Ltd.
Navin Fluorine International Ltd.
Granules India Ltd.
Granules India Ltd.
Bharat Heavy Electricals Ltd.
Bharat Heavy Electricals Ltd.
The Karnataka Bank Ltd.
The Karnataka Bank Ltd.
Vedanta Ltd.
Vedanta Ltd.
Multi Commodity Exchange Of India Ltd.
Multi Commodity Exchange Of India Ltd.
The Great Eastern Shipping Company Ltd.
The Great Eastern Shipping Company Ltd.
RBL Bank Ltd.
RBL Bank Ltd.
Prime Focus Ltd.
Prime Focus Ltd.
Karur Vysya Bank Ltd.
Karur Vysya Bank Ltd.
Thermax Ltd.
Thermax Ltd.
Force Motors Ltd.
Force Motors Ltd.
Adani Power Ltd.
Adani Power Ltd.
The South Indian Bank Ltd.
The South Indian Bank Ltd.
Quality Power Electrical Equipments Ltd.
Quality Power Electrical Equipments Ltd.
Shriram Finance Ltd.
Shriram Finance Ltd.
Adani Energy Solutions Ltd.
Adani Energy Solutions Ltd.
L&T Finance Ltd.
L&T Finance Ltd.
Cummins India Ltd.
Cummins India Ltd.
Chennai Petroleum Corporation Ltd.
Chennai Petroleum Corporation Ltd.
Aditya Birla Capital Ltd.
Aditya Birla Capital Ltd.
Hindalco Industries Ltd.
Hindalco Industries Ltd.
Glenmark Pharmaceuticals Ltd.
Glenmark Pharmaceuticals Ltd.
Hitachi Energy India Ltd.
Hitachi Energy India Ltd.
Steel Authority Of India Ltd.
Steel Authority Of India Ltd.
National Aluminium Company Ltd.
National Aluminium Company Ltd.
The Jammu & Kashmir Bank Ltd.
The Jammu & Kashmir Bank Ltd.
The Federal Bank Ltd.
The Federal Bank Ltd.
Bharat Forge Ltd.
Bharat Forge Ltd.
Lumax Auto Technologies Ltd.
Lumax Auto Technologies Ltd.
Indian Bank
Indian Bank
Torrent Pharmaceuticals Ltd.
Torrent Pharmaceuticals Ltd.
Canara Bank
Canara Bank
Union Bank Of India
Union Bank Of India
Avanti Feeds Ltd.
Avanti Feeds Ltd.
Tata Motors Passenger Vehicles Ltd.
Tata Motors Passenger Vehicles Ltd.
Bank Of India
Bank Of India
Instrument
Share %
Domestic Equities
6.98%
Domestic Equities
6.34%
Domestic Equities
6.22%
Domestic Equities
4.17%
Domestic Equities
3.10%
Domestic Equities
2.98%
Domestic Equities
2.62%
Domestic Equities
2.58%
Domestic Equities
2.51%
Domestic Equities
2.26%
Domestic Equities
2.16%
Domestic Equities
2.12%
Domestic Equities
1.98%
Domestic Equities
1.79%
Domestic Equities
1.79%
Domestic Equities
1.62%
Domestic Equities
1.60%
Domestic Equities
1.58%
Domestic Equities
1.55%
Domestic Equities
1.54%
Domestic Equities
1.53%
Domestic Equities
1.50%
Domestic Equities
1.41%
Domestic Equities
1.38%
Domestic Equities
1.37%
Domestic Equities
1.32%
Domestic Equities
1.31%
Domestic Equities
1.30%
Domestic Equities
1.22%
Domestic Equities
1.20%
Domestic Equities
1.20%
Domestic Equities
1.19%
Domestic Equities
1.17%
Domestic Equities
1.17%
Domestic Equities
1.09%
Domestic Equities
1.07%
Domestic Equities
1.06%
Domestic Equities
1.06%
Domestic Equities
1.02%
Domestic Equities
1.02%
Domestic Equities
0.97%
Domestic Equities
0.95%
Domestic Equities
0.94%
Domestic Equities
0.88%
Domestic Equities
0.83%
Domestic Equities
0.59%
Domestic Equities
0.39%
Domestic Equities
0.37%
Domestic Equities
0.19%
Domestic Equities
0.15%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
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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