August 27, 2026
mayank
Samco Active Momentum Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 15.66 |
| NAV IDCW (Rs.) | — |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 250 |
| Min. No of Cheques | 24 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 684 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.86% |
| 1 Year Return (%) | 9.18 |
| 3 Year Return (%) | 15.44 |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 15.52% |
Suitable For Which Investors?
Factor-based funds are suitable for investors:
1. Seeking exposure to stocks selected based on one or more factors (Quality, Momentum, Alpha, Low Volatility)
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
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) Vishal Shinde
Education: Bachelor of Management Studies (BMS) in Finance & Master of Management Studies (MMS) in Finance.
Experience: Prior to joining Samco AMC, he was associated with DRChoksey Finserv, Batlivala & Karani Securities, Accord Fintech and AVS Investments.
3) 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.
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) | 250 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 24 |
| 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 | 15.52% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 684 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.86% |
| (As on 31-Jul-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 765.00% |
Samco Active Momentum Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Samco Active Momentum Dir | 16.52 | 0.45 | 6.79 | 11.01 | 19.08 | 9.18 | 15.44 | — | — | — |
| BSE 500 TRI | -1.10 | -0.12 | 2.76 | 4.34 | 1.28 | 2.82 | 12.22 | — | — | — |
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 | 9.18 | 15.44 | — | 0.86 | 684 | 15.52 | 1.00 (365) | 3Y 1M | 765.00 |
| SBI Quality Dir | Unrated | — | — | — | 0.80 | 2,525 | 10.11 | 1.00 (180) | 6M | 52.00 |
| ICICI Pru Quality Dir | Unrated | 6.71 | — | — | 0.79 | 2,158 | 7.27 | 1.00 (30) | 1Y 3M | 152.00 |
| ICICI Pru Active Momentum Dir | Unrated | 11.50 | — | — | 0.82 | 2,081 | 10.95 | 1.00 (30) | 1Y 1M | 216.00 |
| Kotak Active Momentum Dir | Unrated | — | — | — | 0.72 | 1,625 | 12.64 | 0.50 (90) | 1Y | 189.22 |
Samco Active Momentum Fund Portfolio Analysis
| No. of Stocks | 60 |
| Top 10 Stocks | 37.97% |
| Top 5 Stocks | 24.78% |
| Top 3 Sectors | 50.64% |
| Portfolio P/B Ratio | 4.29 |
| Portfolio P/E Ratio | 27.12 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 38,568 | 1,55,185 |
| Large (%) | 17.58 | 58.11 |
| Mid (%) | 13.89 | 31.31 |
| Small (%) | 68.54 | 22.89 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.samcomf.com/investor/login
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