Overview
Samco Active Momentum Fund Direct Growth
Samco Mutual Fund
The Scheme 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
Investments in Samco Active Momentum Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 14.4
Fund Size (AUM)
₹886.8 Cr
Risk
Very High (Risk rating: 6/10)
Minimum Investment
Lumpsum: ₹ 5000
SIP: ₹500
Launch Date
05-Jul-2023
Expense Ratio
0.87%
Exit Load
Exit load of 1%, if redeemed within 365 days.
Benchmark
NIFTY 500 Total Return Index
Standard Deviation
N/A
History
Performance & Ratios
1-Year SIP Return
-8.02%
3-Year SIP Return
N/A
5-Year SIP Return
N/A
Mean Return
N/A
Alpha
-
Beta
-
Sharpe Ratio
-
Sortino Ratio
-
Information Ratio
-
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | 12.25% | N/A | N/A | N/A |
| Category Average | 5.23% | 17.08% | 27.03% | N/A |
| Rank Within Category | 15 | N/A | N/A | N/A |
Holdings (43)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| Wockhardt Ltd. | Healthcare | Equity | 7.64% |
| One97 Communications Ltd. | Services | Equity | 7.51% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 5.46% |
| Religare Enterprises Ltd. | Financial | Equity | 4.77% |
| Swan Energy Ltd. | Construction | Equity | 3.93% |
| UPL Ltd. | Chemicals | Equity | 3.88% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 3.7% |
| HDFC Bank Ltd. | Financial | Equity | 3.59% |
| Vedanta Ltd. | Metals & Mining | Equity | 3.42% |
| Interglobe Aviation Ltd. | Services | Equity | 3.36% |
Holdings Analysis
Peer Comparison
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
Frequency: Monthly
Min Amount: ₹ 500
Multiplier: 1
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: 1, 7, 10, 15, 25
Min Amount: ₹ 1000
Min Installments: 6
Systematic Withdrawal Plan (SWP):
Frequency: MONTHLY
Dates: 1, 5, 10, 15, 25
Min Amount: ₹ 1000
Min Installments: 6
AMC Details
Asset Management Company
Samco Mutual Fund
None Samco Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
Launch Date
2021-09-14T00:00:00.315Z
Total AUM
₹ 2909.57 Cr
Address
1003 – A Naman Midtown 10th Floor,Senapati Bapat Marg,Prabhadevi (west), Mumbai 400013
Phone
None
Website
Sub Type
Contra
Sub Type Info
Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.
Tax Impact
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
Compare with Another Fund
Samco Active Momentum Fund Direct Growth
Samco Mutual Fund
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Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Samco Active Momentum Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Samco Active Momentum Fund Direct Growth?
The top stocks held by Samco Active Momentum Fund Direct Growth include Wockhardt Ltd., One97 Communications Ltd., Dixon Technologies (India) Ltd..
Which industries does Samco Active Momentum Fund Direct Growth invest in?
Samco Active Momentum Fund Direct Growth primarily invests in the following industries: Healthcare, Services, Capital Goods.
Who are the fund managers of Samco Active Momentum Fund Direct Growth?
The fund managers of Samco Active Momentum Fund Direct Growth are Nirali Bhansali and Dhawal Ghanshyam Dhanani and Umeshkumar Mehta.
How many years has the fund manager been managing Samco Active Momentum Fund Direct Growth?
Nirali Bhansali:
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Dhawal Ghanshyam Dhanani:
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Umeshkumar Mehta:
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What is the minimum investment for Samco Active Momentum Fund Direct Growth?
The minimum investment for Samco Active Momentum Fund Direct Growth is ₹5000 for lumpsum investments and ₹500 for SIPs.
What are the average 1-year returns for Samco Active Momentum Fund Direct Growth?
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What are the average 3-year returns for Samco Active Momentum Fund Direct Growth?
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What is the expense ratio of Samco Active Momentum Fund Direct Growth, and how does it compare to its category?
The expense ratio of Samco Active Momentum Fund Direct Growth is 0.87%. No category comparison data is available.