Mutual FundsSamco Active Momentum Fund Direct - Growth

Samco Active Momentum Fund Direct - Growth

Equity Sectoral / Thematic

1 Year Returns

-10.06%

NAV (₹) on 05 Mar 2026

12.8000

1 Day NAV Change (₹)

0.1100

Overview

Direct vs Regular

Returns Comparison

Historical Data

Holdings

Fund Details

AMC Details

FAQs

About Fund

Samco Active Momentum Fund Direct - Growth is a Equity mutual fund scheme launched on 12 Jul 2023. Investors can begin their investment journey with a minimum SIP of ₹250 or a lumpsum investment of ₹5,000. ...Read More

Returns Calculator

Based on Annualised Returns

Investment Type

Monthly SIPLumpsum

SIP Amount

Investment Period

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 5.68 L

-10.06%

Savings Account

Regular Funds

This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ -31,711 (-5.29%)

Maturity Value

₹ 5,68,289

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

Sorry, No Data Available at this Moment!

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Returns Comparison

Sorry, No Data Available at this Moment!

*The above returns are absolute.

Historical Returns

Sorry, No Data Available at this Moment!

Start SIP with as Low as ₹100.

Start SIP

Historical NAV

10 Days

1 Month

3 Months

6 Months

1 Year

3 Years

5 Years

Sorry, No Data Available at this Moment!

Asset Allocation

AUM

₹662.80 Cr

Cash Holding

Equity

Cash

Debt

Other

Sector Holdings

Sorry, No Data Available at this Moment!

Stock Holdings

Sorry, No Data Available at this Moment!

Fund Comparison

Long Term Returns
Short Term Returns
Overview

Fund Details

52W High NAV

₹ 15.2900

Min. SIP Amount

₹ 250.00

Min. Lumpsum Amount

₹ 5,000.00

AUM (in Cr.)

₹ 662.80

Expense Ratio

0.92%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 12.6900

Inception Date

12 Jul 2023

Fund Age

2 Yrs

Benchmark

Nifty 500 TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

Exit load of 1%, if redeemed within 365 days.

Tax Implication

If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

Name

Nirali Bhansali

Qualification

B.E., MBA

Name

Dhawal Ghanshyam Dhanani

Qualification

B.Com., C.A.

Name

Umeshkumar Mehta

Qualification

CA and MBA by qualification.

Name

Komal Grover

Qualification

LLB, M.Com

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.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

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Samco Mutual Fund

Funds Managed

Assets Managed (₹ Cr)

₹ 2,539.41

Contact Details

www.samcomf.com

@Samcomutualfund

022-41708999

Registered Address

1003, A Naman Midtown,Sanapati Bapat Marg,Prabhadevi West, Mumbai - 400013

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FAQs

When was Samco Active Momentum Fund launched?

Samco Active Momentum Fund was launched on 12 Jul 2023.

What is the current NAV of Samco Active Momentum Fund?

The current NAV of Samco Active Momentum Fund is ₹12.8000 as of 05 Mar 2026.

What is the AUM of Samco Active Momentum Fund?

The latest value of AUM of Samco Active Momentum Fund is ₹662.80 crores as of 05 Mar 2026.

What is the rate of return of Samco Active Momentum Fund?

The return on investment of Samco Active Momentum Fund is:

In the past 1Y: -10.06%
In the past 3Y: 0.00%
In the past 5Y: 0.00%

What is the expense ratio of Samco Active Momentum Fund?

The expense ratio of Samco Active Momentum Fund is 0.92%.

What is exit load of Samco Active Momentum Fund?

The exit load of Samco Active Momentum Fund is as follows:

Exit load of 1%, if redeemed within 365 days.

What is the portfolio of Samco Active Momentum Fund?

The portfolio of Samco Active Momentum Fund includes:

No data to show right now!

Top 3 sectoral holdings include:

How risky is investing in Samco Active Momentum Fund?

On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Samco Active Momentum Fund is Very High.

Who is the fund manager Samco Active Momentum Fund?

The fund manager of Samco Active Momentum Fund is Nirali Bhansali, Dhawal Ghanshyam Dhanani, Umeshkumar Mehta, Komal Grover.

What is the minimum investment required in Samco Active Momentum Fund?

If you wish to invest in Samco Active Momentum Fund, the minimum SIP amount is ₹250 and Lumpsum is ₹5,000.

How to invest in Samco Active Momentum Fund directly?

You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Samco Active Momentum Fund:

Open Demat Account on Dhan if you don't have one.
Analyze the fund performance.
Invest via SIP or Lumpsum.

Invest in

Samco Active Momentum Fund

Pay 0% Commission!

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