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Scheme Information
Samco Active Momentum Reg Gr
as of 06 Apr 2026, 04:04 AM
Scheme Asset Size₹662.80 Cr
Expense Ratio2.35%
Cash Holding48.90584%
Fund TypeOpen-End
PlanGrowth
BenchmarkNifty 500 TR INR
Launch Date2023-07-12
Exit LoadExit load of 1.00% for investments if redeemed within 365 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
-
rated by Value Research
Scheme Riskometer
Your principal will be at High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months -2.38%
In the last 3 months -4.50%
In the last 6 months -9.35%
In the last 1 Years -11.63%
In the last 3 Years 0.00%
In the last 5 Years 0.00%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Religare Enterprises Ltd | Financial Services | E | 6.47% |
| Future on BANK Index | - | EL | 4.81% |
| Aditya Birla Capital Ltd | Financial Services | E | 3.24% |
| Muthoot Finance Ltd | Financial Services | E | 3.24% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 3.22% |
| RBL Bank Ltd | Financial Services | E | 3.00% |
| Laurus Labs Ltd | Healthcare | E | 2.82% |
| AU Small Finance Bank Ltd | Financial Services | E | 2.58% |
| One97 Communications Ltd | Technology | E | 2.26% |
| Max Financial Services Ltd | Financial Services | E | 2.25% |
| Future on Aditya Birla Capital Ltd | - | DG | 2.07% |
| Manappuram Finance Ltd | Financial Services | E | 2.06% |
| Future on Muthoot Finance Ltd | - | DG | 2.05% |
| Future on Multi Commodity Exchange of India Ltd | - | DG | 2.00% |
| Indian Bank | Financial Services | E | 1.95% |
| Future on Laurus Labs Ltd | - | DG | 1.89% |
| Eicher Motors Ltd | Consumer Cyclical | E | 1.80% |
| Maruti Suzuki India Ltd | Consumer Cyclical | E | 1.60% |
| Future on One97 Communications Ltd | - | DG | 1.53% |
| L&T Finance Ltd | Financial Services | E | 1.46% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 1.46% |
| Hero MotoCorp Ltd | Consumer Cyclical | E | 1.43% |
| Future on Max Financial Services Ltd | - | DG | 1.40% |
| Canara Bank | Financial Services | E | 1.38% |
| Ashok Leyland Ltd | Industrials | E | 1.37% |
| FSN E-Commerce Ventures Ltd | Consumer Cyclical | E | 1.35% |
| Future on Manappuram Finance Ltd | - | DG | 1.29% |
| National Aluminium Co Ltd | Basic Materials | E | 1.24% |
| Cummins India Ltd | Industrials | E | 1.15% |
| Force Motors Ltd | Consumer Cyclical | E | 1.11% |
| GMR Airports Ltd | Industrials | E | 1.08% |
| Bajaj Finance Ltd | Financial Services | E | 1.08% |
| Thangamayil Jewellery Ltd | Consumer Cyclical | E | 1.05% |
| Shriram Finance Ltd | Financial Services | E | 1.02% |
| Hindalco Industries Ltd | Basic Materials | E | 0.99% |
| Asian Paints Ltd | Basic Materials | E | 0.97% |
| City Union Bank Ltd | Financial Services | E | 0.96% |
| Acutaas Chemicals Ltd | Basic Materials | E | 0.93% |
| State Bank of India | Financial Services | E | 0.93% |
| The Federal Bank Ltd | Financial Services | E | 0.90% |
| Karur Vysya Bank Ltd | Financial Services | E | 0.90% |
| Navin Fluorine International Ltd | Basic Materials | E | 0.89% |
| Lumax Auto Technologies Ltd | Consumer Cyclical | E | 0.89% |
| Mahindra & Mahindra Financial Services Ltd | Financial Services | E | 0.88% |
| TD Power Systems Ltd | Industrials | E | 0.83% |
| SBI Life Insurance Co Ltd | Financial Services | E | 0.81% |
| CarTrade Tech Ltd | Consumer Cyclical | E | 0.80% |
| UPL Ltd | Basic Materials | E | 0.77% |
| Sandur Manganese And Iron Ores Ltd | Basic Materials | E | 0.77% |
| Indian Metals & Ferro Alloys Ltd | Basic Materials | E | 0.74% |
| Future on Eicher Motors Ltd | - | DG | 0.73% |
| Netweb Technologies India Ltd | Technology | E | 0.71% |
| Godawari Power & Ispat Ltd | Basic Materials | E | 0.69% |
| eClerx Services Ltd | Technology | E | 0.66% |
| GE Vernova T&D India Ltd | Industrials | E | 0.66% |
| Future on Maruti Suzuki India Ltd | - | DG | 0.65% |
| Future on FSN E-Commerce Ventures Ltd | - | DG | 0.62% |
| HBL Engineering Ltd | Industrials | E | 0.62% |
| Gabriel India Ltd | Consumer Cyclical | E | 0.60% |
| Future on Hero MotoCorp Ltd | - | DG | 0.55% |
| Le Travenues Technology Ltd | Consumer Cyclical | E | 0.50% |
| Radico Khaitan Ltd | Consumer Defensive | E | 0.50% |
| Future on Bajaj Finance Ltd | - | DG | 0.50% |
| Future on GMR Airports Ltd | - | DG | 0.50% |
| Future on Cummins India Ltd | - | DG | 0.42% |
| Future on TVS Motor Co Ltd | - | DG | 0.37% |
| Future on Asian Paints Ltd | - | DG | 0.33% |
| Future on Aluminium | - | DM | 0.26% |
| Future on Shriram Finance Ltd | - | DG | 0.25% |
| State Bank of India Future Feb 26 | - | DG | 0.24% |
| Future on Hindalco Industries Ltd | - | DG | 0.21% |
| Advent Hotels International Ltd | Consumer Cyclical | E | 0.19% |
| Future on BANK Index | - | EL | 0.15% |
| UPL Future Feb 26 | - | DG | 0.09% |
| SBI Life Future Feb 26 | - | DG | 0.07% |
| Future on L&T Finance Ltd | - | DG | 0.06% |
| Future on Ashok Leyland Ltd | - | DG | 0.0147% |
| Net Receivables / (Payables) | - | C | 48.91% |
| Bharat Electronics Ltd | - | E | - |
| Fortis Healthcare Ltd | - | E | - |
| BSE Ltd | - | E | - |
| Yatharth Hospital and Trauma Care Services Ltd | - | E | - |
| Syrma SGS Technology Ltd | - | E | - |
| Delhivery Ltd | - | E | - |
| HDFC Asset Management Co Ltd | - | E | - |
| Aster DM Healthcare Ltd Ordinary Shares | - | E | - |
| Cemindia Projects Ltd | - | E | - |
| Sterlite Technologies Ltd | - | E | - |
| JK Cement Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
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Equity
50.83%
Cash
48.91%
Others
0.26%
Equity sector allocation
Loading chart…
Basic Materials
7.98%
Consumer Cyclical
12.78%
Consumer Defensive
0.5%
Financial Services
38.34%
Healthcare
2.82%
Industrials
5.7%
Technology
3.64%
Others
28.24%
Fund House Contact Details
Websitewww.samcomf.com
Phone022-41708999
Samco Asset Management Pvt Ltd
Asset Management Company
Funds in this Category
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
30.81%
48.34%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
30.81%
48.34%
3Y Returns
+45.98%
DSP Wld Gld Mng Ovrs Eq Omni FoF IDCW-R
Equity
Min. Investment
₹100
Category Returns
30.81%
48.34%
3Y Returns
+45.89%
About Samco Active Momentum Reg Gr
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
-
Fund Manager
Nirali Bhansali
Risk Profile
High Risk
Expense Ratio
2.35%
Fund Size
₹662.80 Cr
Invest Anytime, Anywhere
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