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Scheme Information
Samco Active Momentum Reg Gr
as of 21 May 2026, 17:13 PM
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
Loading chart…
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
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.05%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.05%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.05%
63.78%
3Y Returns
+45.98%
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
FAQ's
What is the expense ratio of Samco Active Momentum Reg Gr?
The expense ratio of Samco Active Momentum Reg Gr is 2.35%.
What is the AUM (Assets Under Management) of Samco Active Momentum Reg Gr?
The AUM, short for Assets Under Management of Samco Active Momentum Reg Gr is ₹662.80 Cr as of 12 Jan 2180.
What are the top stock holdings of Samco Active Momentum Reg Gr?
The Samco Active Momentum Reg Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Religare Enterprises Ltd | 6.47% |
| Future on BANK Index | 4.81% |
| Aditya Birla Capital Ltd | 3.24% |
| Muthoot Finance Ltd | 3.24% |
| Multi Commodity Exchange of India Ltd | 3.22% |
| RBL Bank Ltd | 3.00% |
| Laurus Labs Ltd | 2.82% |
| AU Small Finance Bank Ltd | 2.58% |
| One97 Communications Ltd | 2.26% |
| Max Financial Services Ltd | 2.25% |
| Future on Aditya Birla Capital Ltd | 2.07% |
| Manappuram Finance Ltd | 2.06% |
| Future on Muthoot Finance Ltd | 2.05% |
| Future on Multi Commodity Exchange of India Ltd | 2.00% |
| Indian Bank | 1.95% |
| Future on Laurus Labs Ltd | 1.89% |
| Eicher Motors Ltd | 1.80% |
| Maruti Suzuki India Ltd | 1.60% |
| Future on One97 Communications Ltd | 1.53% |
| L&T Finance Ltd | 1.46% |
| TVS Motor Co Ltd | 1.46% |
| Hero MotoCorp Ltd | 1.43% |
| Future on Max Financial Services Ltd | 1.40% |
| Canara Bank | 1.38% |
| Ashok Leyland Ltd | 1.37% |
| FSN E-Commerce Ventures Ltd | 1.35% |
| Future on Manappuram Finance Ltd | 1.29% |
| National Aluminium Co Ltd | 1.24% |
| Cummins India Ltd | 1.15% |
| Force Motors Ltd | 1.11% |
| GMR Airports Ltd | 1.08% |
| Bajaj Finance Ltd | 1.08% |
| Thangamayil Jewellery Ltd | 1.05% |
| Shriram Finance Ltd | 1.02% |
| Hindalco Industries Ltd | 0.99% |
| Asian Paints Ltd | 0.97% |
| City Union Bank Ltd | 0.96% |
| Acutaas Chemicals Ltd | 0.93% |
| State Bank of India | 0.93% |
| The Federal Bank Ltd | 0.90% |
| Karur Vysya Bank Ltd | 0.90% |
| Navin Fluorine International Ltd | 0.89% |
| Lumax Auto Technologies Ltd | 0.89% |
| Mahindra & Mahindra Financial Services Ltd | 0.88% |
| TD Power Systems Ltd | 0.83% |
| SBI Life Insurance Co Ltd | 0.81% |
| CarTrade Tech Ltd | 0.80% |
| UPL Ltd | 0.77% |
| Sandur Manganese And Iron Ores Ltd | 0.77% |
| Indian Metals & Ferro Alloys Ltd | 0.74% |
| Future on Eicher Motors Ltd | 0.73% |
| Netweb Technologies India Ltd | 0.71% |
| Godawari Power & Ispat Ltd | 0.69% |
| eClerx Services Ltd | 0.66% |
| GE Vernova T&D India Ltd | 0.66% |
| Future on Maruti Suzuki India Ltd | 0.65% |
| Future on FSN E-Commerce Ventures Ltd | 0.62% |
| HBL Engineering Ltd | 0.62% |
| Gabriel India Ltd | 0.60% |
| Future on Hero MotoCorp Ltd | 0.55% |
| Le Travenues Technology Ltd | 0.50% |
| Radico Khaitan Ltd | 0.50% |
| Future on Bajaj Finance Ltd | 0.50% |
| Future on GMR Airports Ltd | 0.50% |
| Future on Cummins India Ltd | 0.42% |
| Future on TVS Motor Co Ltd | 0.37% |
| Future on Asian Paints Ltd | 0.33% |
| Future on Aluminium | 0.26% |
| Future on Shriram Finance Ltd | 0.25% |
| State Bank of India Future Feb 26 | 0.24% |
| Future on Hindalco Industries Ltd | 0.21% |
| Advent Hotels International Ltd | 0.19% |
| Future on BANK Index | 0.15% |
| UPL Future Feb 26 | 0.09% |
| SBI Life Future Feb 26 | 0.07% |
| Future on L&T Finance Ltd | 0.06% |
| Future on Ashok Leyland Ltd | 0.01% |
| Net Receivables / (Payables) | 48.91% |
| Bharat Electronics Ltd | - |
| Fortis Healthcare Ltd | - |
| BSE Ltd | - |
| Yatharth Hospital and Trauma Care Services Ltd | - |
| Syrma SGS Technology Ltd | - |
| Delhivery Ltd | - |
| HDFC Asset Management Co Ltd | - |
| Aster DM Healthcare Ltd Ordinary Shares | - |
| Cemindia Projects Ltd | - |
| Sterlite Technologies Ltd | - |
| JK Cement Ltd | - |
In which sectors has Samco Active Momentum Reg Gr invested in?
The Samco Active Momentum Reg Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 7.98% |
| Communication Services | - |
| Consumer Cyclical | 12.78% |
| Consumer Defensive | 0.50% |
| Energy | - |
| Financial Services | 38.34% |
| Healthcare | 2.82% |
| Industrials | 5.70% |
| Real Estate | - |
| Technology | 3.64% |
| Utilities | - |
What is the risk level of Samco Active Momentum Reg Gr?
This is a Equity - Other fund comes with High Risk.
Who are the fund managers of Samco Active Momentum Reg Gr?
Samco Active Momentum Reg Gr fund managers are Nirali Bhansali, Dhawal Dhanani, Umeshkumar Mehta, Komal Grover.
Is there a minimum SIP amount to invest in Samco Active Momentum Reg Gr?
The minimum SIP amount to start investment in Samco Active Momentum Reg Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Samco Active Momentum Reg Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Samco Active Momentum Reg Gr on the basis of your investment objective and risk tolerance.
How to invest in Samco Active Momentum Reg Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Samco Active Momentum Reg Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Samco Active Momentum Reg Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Samco Active Momentum Reg Gr?
The exit load of Samco Active Momentum Reg Gr is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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