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Mutual FundsSamco Active Momentum Fund Direct - GrowthS
Samco Active Momentum Fund Direct - Growth
47.01%
3 Year Absolute ReturnsS
Samco Active Momentum Fund Direct - Growth
47.01%3 Year Absolute Returns
3 Year Absolute Returnsas on 24 Jul 2026
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. The fund manages total assets worth ₹708.10 crores, and the current NAV stands at ₹14.7300 as of 24 Jul 2026. The fund has delivered absolute returns of -2.06% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 13.71%. The expense ratio of the fund is 1.97%.
NAV ₹ 14.7300 (-0.20%)
NAV
NIFTY50
NAV
NIFTY50
NAV ₹ 14.7300 (-0.20%)
CompareReturns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
3Y
₹ 18.95 L
3.50%
₹ 20.40 L
8.00%
₹ 22.36 L
13.71%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 18,00,000
Returns
₹ 4,36,484 (13.71%)
Maturity Value
₹ 22,36,484
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
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 708.10 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹708.10 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
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 250.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 708.10
Expense Ratio
1.97%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
Inception Date
12 Jul 2023
Fund Age
3 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 | Qualification |
|---|---|
| Nirali Bhansali | B.E., MBA |
| Dhawal Ghanshyam Dhanani | B.Com., C.A. |
| Umeshkumar Mehta | CA and MBA by qualification. |
| Vishal Shinde | Bachelor of Management Studies (BMS) in Finance & Master of Management Studies (MMS) in Finance. |
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
Samco Mutual Fund
No. of Schemes
13
Total AUM
₹ 2,581.23 Cr
Contact Details
1003, A Naman Midtown,Sanapati Bapat Marg,Prabhadevi West, Mumbai - 400013
Contact Details
022-417089991003, A Naman Midtown,Sanapati Bapat Marg,Prabhadevi West, Mumbai - 400013
Open NFOs
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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 ₹14.7300 as of 24 Jul 2026.
What is the AUM of Samco Active Momentum Fund?
The latest value of AUM of Samco Active Momentum Fund is ₹708.10 crores as of 24 Jul 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: -2.06%
- In the past 3Y: 13.71%
- 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 1.97%.
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:
Top 3 sectoral holdings include:
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, Vishal Shinde.
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.
