Samco Active Momentum Fund

Fund at a Glance
NAV Growth (Rs.)	13.48
NAV Bonus (Rs.)	—
NAV IDCW (Rs.)	—
Min. Investment (Rs.)	5,000
Min. SIP Investment (Rs.)	250
Min. No of Cheques	24
Benchmark	NIFTY 500 TRI
AUM Rs.	647 Cr
	(As on 30-Apr-2026)
Expense	0.99%
1 Year Return (%)	-1.45
3 Year Return (%)	—
5 Year Return (%)	—
10 Year Return (%)	—
Return Since Launch	11.45%

⚖️ Sahifund Review – Samco Active Momentum Fund ✔

PLUS:
• The fund follows a momentum-based investing strategy, which can generate strong alpha during sustained bull market phases.
• Diversified exposure across 76 stocks reduces excessive single-stock concentration despite the aggressive momentum style.
• Moderate AUM of Rs. 647 crore allows the fund flexibility to move quickly across sectors and momentum opportunities.
• Strong allocation toward mid-cap and small-cap companies can help capture high-growth emerging trends early.
• Portfolio valuation remains relatively reasonable with portfolio P/E near 23 compared to several expensive thematic funds.
• SIP-friendly minimum investment of Rs. 250 makes gradual accumulation easier for retail investors.
• Samco Mutual Fund is increasingly gaining visibility for its quantitative and rule-based investing approach.
• The momentum strategy may outperform strongly during phases of broad market rallies and sector rotation cycles.

MINUS:
• The fund has delivered weak 1-year returns of -1.45%, underperforming even the benchmark over the same period.
• Extremely high turnover ratio of 847% indicates very aggressive portfolio churn and elevated trading activity.
• Heavy small-cap exposure above 60% significantly increases volatility and downside risk during market corrections.
• The fund lacks long-term track record consistency as it is still less than 3 years old.
• Momentum strategies can underperform sharply during volatile sideways or reversal market phases.
• Sector concentration remains high with over 74% exposure concentrated in the top three sectors.
• Compared to several diversified opportunity funds, return stability remains relatively weak at present.
• Investors seeking predictable long-term compounding may find the highly tactical strategy emotionally difficult during drawdowns.

Sahifund View (Decisive Line):
A high-risk momentum-driven fund suitable mainly for aggressive SIP investors with strong risk appetite, but extreme portfolio churn and elevated small-cap exposure make disciplined long-term investing essential.

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| NFO Guidance |

What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.

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)	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	11.45%
Benchmark	NIFTY 500 TRI
Riskometer	Very High
Type	Open-ended
Assets	647 Cr
	(As on 30-Apr-2026)
Expense	0.99%
	(As on 30-Apr-2026)
Risk Grade	—
Return Grade	—
Turnover	847.00%