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NAV History Comparison

Sector Allocation Comparison

Metric
Samco Active Momentum Fund Direct Growth

Samco Mutual Fund

Equity Thematic
SBI Dividend Yield Fund Direct Growth

SBI Mutual Fund

Equity Thematic
Tata Business Cycle Fund Direct Growth

Tata Mutual Fund

Equity Thematic
Tata Ethical Direct Plan Growth

Tata Mutual Fund

Equity Thematic
Fund Details
NAV ₹ 14.4 (21-Apr-2025) ₹ 14.64 (21-Apr-2025) ₹ 19.2 (21-Apr-2025) ₹ 418.3 (21-Apr-2025)
Fund Size 886.8 8871.77 2734.92 3216.02
Expense Ratio (%) 0.87 0.8 0.54 0.68
Risk Very High Very High Very High Very High
Min Investment (₹) 5000 5000 5000 5000
Min SIP (₹) 500 500 100 100
Exit Load Exit load of 1%, if redeemed within 365 days. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. Exit load of 0.50% if redeemed within 90 days.
Returns
1Y Return (%) 12.25 6.39 6.67 4.66
3Y Return (%) N/A N/A 20.41 10.96
5Y Return (%) N/A N/A N/A 22.56
Top Holdings
Top 10 Holdings
Wockhardt Ltd.
7.64%
One97 Communications Ltd.
7.51%
Dixon Technologies (India) Ltd.
5.46%
Religare Enterprises Ltd.
4.77%
Swan Energy Ltd.
3.93%
UPL Ltd.
3.88%
SBI Cards And Payment Services Ltd.
3.7%
HDFC Bank Ltd.
3.59%
Vedanta Ltd.
3.42%
Interglobe Aviation Ltd.
3.36%
HDFC Bank Ltd.
9.47%
Infosys Ltd.
6.52%
Tata Consultancy Services Ltd.
5.66%
Larsen & Toubro Ltd.
5.13%
Power Grid Corporation Of India Ltd.
4.47%
State Bank of India
3.78%
GAIL (India) Ltd.
3.59%
ITC Ltd.
3.28%
Maruti Suzuki India Ltd.
3.18%
Nexus Select Trust
2.79%
HDFC Bank Ltd.
6.22%
Reliance Industries Ltd.
5.16%
Bharti Airtel Ltd.
4.28%
Kotak Mahindra Bank Ltd.
4.11%
Axis Bank Ltd.
2.93%
Larsen & Toubro Ltd.
2.74%
Lupin Ltd.
2.73%
ICICI Bank Ltd.
2.49%
HDFC Life Insurance Co Ltd.
2.11%
Ambuja Cements Ltd.
1.99%
Tata Consultancy Services Ltd.
5.92%
Hindustan Unilever Ltd.
4.0%
HCL Technologies Ltd.
3.62%
SRF Ltd.
3.33%
Bharat Petroleum Corporation Ltd.
3.03%
Ultratech Cement Ltd.
2.94%
Shree Cement Ltd.
2.76%
Cummins India Ltd.
2.49%
Alkem Laboratories Ltd.
2.28%
Tech Mahindra Ltd.
2.14%
About Fund
Fund Started Date 05-Jul-2023 14-Mar-2023 04-Aug-2021 01-Jan-2013
Fund Manager Nirali Bhansali, Dhawal Ghanshyam Dhanani, Umeshkumar Mehta Rohit Shimpi, Pradeep Kesavan Hasmukh Vishariya Abhinav Sharma
Custodian Name Deutsche Bank SBI SG Global Securities Services Pvt.Ltd. Standard Chartered Bank Standard Chartered Bank
RTA Name KFin Tech Cams Cams Cams
RTA Address Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
RTA Email mfshyderabad@karvy.com enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com
RTA Website www.karvymfs.com www.camsonline.com www.camsonline.com www.camsonline.com