August 20, 2025
RA Jainee
Samco Active Momentum Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 14.4900
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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
Fund Manager:
1) Umeshkumar Mehta
Education: Mr. Mehta is B.Com., C.A.
Experience: Prior to Samco AMC, he headed Samco Group Research Team and managed Public Relations through regular interaction in Business Channels and Print Media.
2) Dhawal Ghanshyam Dhanani
Education: Mr. Dhawal Dhanani is a B.Com., C.A.
Experience: He started as an equity research analyst at Samco Securities Ltd. He has over 5 years of work experience with more than 2 years capital markets and investment research.
3) Komal Grover
Education: Ms. Grover has done Company Secretary, LLB, M.Com
Experience: Prior to joining Samco Asset Management Private Limited, she worked as a Compliance Officer Associate at TIAA Global Capabilities (June 2022 July 2025), Manager in the Equity Investment Team at IDFC Asset Management (April 2016 May 2022), and as an Accounting, Taxation, Audit, and Legal Associate at Banhem Securities Limited (March 2015 April 2016).
4) Nirali Bhansali
Education: Ms. Nirali Bhansali is a B.E., MBA
Experience: She started as a senior analyst at Samco Securities Ltd. and has been the Head of Equity Research. She has over 7 years of work experience with more than 5 years capital markets and investment research.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Samco Active Momentum Fund
| Fund House | Samco Mutual Fund |
| Launch Date | 05-Jul-23 |
| Return Since Launch | 19.06% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 861 Cr |
| (As on 31-Jul-2025) | |
| Expense | 0.87% |
| (As on 31-Jul-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 899.00% |
Trailing Returns (%) of Samco Active Momentum Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Samco Active Momentum Dir | -8.00 | 0.21 | -3.91 | 3.65 | 1.26 | -4.17 | — | — | — | — |
| BSE 500 TRI | 3.84 | 0.59 | -0.68 | 1.38 | 11.88 | 0.22 | — | — | — | — |
Peer Comparison of Samco Active Momentum Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Samco Active Momentum Dir | Unrated | -4.17 | — | — | 0.87 | 861 | 19.06 | 1.00 (365) | 2Y 1M | 899.00 |
| ICICI Pru India Opportunities Dir | Unrated | 5.91 | 24.77 | 31.22 | 0.63 | 29,718 | 22.86 | 1.00 (365) | 6Y 7M | 64.00 |
| ICICI Pru Business Cycle Dir | Unrated | 9.51 | 23.40 | — | 0.72 | 13,479 | 23.32 | 1.00 (30) | 4Y 7M | 31.00 |
| HDFC Manufacturing Dir | Unrated | 0.42 | — | — | 0.73 | 11,818 | 8.14 | 1.00 (30) | 1Y 3M | 26.19 |
| Franklin India Opportunities Dir | Unrated | 3.15 | 31.05 | 30.34 | 0.52 | 7,376 | 18.35 | 1.00 (365) | 12Y 7M | 56.93 |
Portfolio Analysis of Samco Active Momentum Fund
| No. of Stocks | 83 |
| Top 10 Stocks | 26.23% |
| Top 5 Stocks | 16.53% |
| Top 3 Sectors | 49.51% |
| Portfolio P/B Ratio | 4.49 |
| Portfolio P/E Ratio | 31.40 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 40,887 | 1,32,089 |
| Giant (%) | 17.56 | 41.98 |
| Large (%) | 19.50 | 24.09 |
| Mid (%) | 41.89 | 27.65 |
| Small (%) | 21.05 | 9.93 |
| Tiny (%) | — | 0.79 |
Chanakya’s Mutual Fund Guidance For Samco Active Momentum Fund
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