Samco Active Momentum Fund Regular-Growth

Fund Details

NAV 15.02

Sub-Type Thematic-Factor-based

Rating Not Rated

Min. SIP Amount ₹250.0

Fund Age(Year) 3.32

Fund Size(in Crores) 774.73

Fund Performance

1 Month -2.27%

3 Month 7.82%

6 Month 15.0%

1 Year 10.68%

3 Year 13.17%

5 Year 0.0%

Know This Fund

As on 30 Oct 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (79.45%) Market Cap Mid Cap 19.85 Large Cap 9.45 Small Cap 50.15 Top Sectors Capital Goods 14.96 Financial 14.01 Communication 11.49 Healthcare 10.83 Automobile 6.25 Metals & Mining 6.03 Energy 4.35 Consumer Discretionary 3.9 Consumer Staples 2.53 Technology 2.42 Chemicals 1.35 Textiles 1.33 Top Holding The Federal Bank 0.85 Granules India 1.5 Fineotex Chemical 0.15 Black Box 1.35 Bharat Heavy Electricals 1.26 Religare Enterprises 4.5 Bharat Forge 1.18 Gland Pharma 1.34 HFCL 2.41 Bank of Maharashtra 0.96 Vodafone Idea 1.26 MTAR Technologies 2.09 Shilpa Medicare 2.7 TD Power Systems 1.54 Sterlite Technologies 5.46 Inox India 1.23 The Karnataka Bank 1.61 Gujarat Themis 1.36 Lalithaa Jewellery Mart 0.61 National Aluminium Company 0.77 Quality Power Electrical Equipments 1.03 Laurus Labs 2.76 Belrise Industries 0.94 Hitachi Energy India 0.85 Chennai Petroleum Corporation 1.14 Thangamayil Jewellery 1.36 Skipper 0.89 Vedanta 0.94 Avalon Technologies 1.62 Navin Fluorine International 1.2 Astra Microwave Products 1.47 The Jammu & Kashmir Bank 0.78 Welspun Corp 3.09 Union Bank of India 0.72 Kirloskar Oil Engines 1.4 Honasa Consumer 1.22 RBL Bank 1.2 Apar Industries 1.31 NSE 0.87 Sky Gold And Diamonds 1.93 Oracle Financial Services Software 1.07 Tata Motors Passenger Vehicles 0.36 The Great Eastern Shipping Company 0.76 Syrma SGS Technology 1.74 Acutaas Chemicals 1.17 Adani Power 1.16 Diamond Power 2.11 Paras Defence And Space Technologies 1.32 Karur Vysya Bank 0.9 Gaja Alternative Asset Management 0.57 Adani Energy Solutions 1.29 Arvind 1.33 The South Indian Bank 1.05 Ather Energy 1.55 Sansera Engineering 2.22

Debt & Others (20.55%) Sector Allocation CBLO 21.05 Net Payables -0.5 Debt Credit Ratings Debt Category Others 20.55

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-Growth Ret 1M -2.62% Ret 1Y -2.06% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW Ret 1M -2.62% Ret 1Y -2.06% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-Growth Ret 1M -1.54% Ret 1Y -4.62% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-IDCW Ret 1M -1.54% Ret 1Y -4.62% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Angel One Nifty Total Market Momentum Quality 50 Index Fund Regular-Growth Ret 1M -2.16% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-Growth Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Payout Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Reinvestment Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Payout Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Reinvestment Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 3.32%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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.

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.

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).

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.

Paras Matalia

Education Mr. Matalia has done B.Com and CA

Experience Prior to joining Groww Mutual Fund, he has worked with Samco MF, Samco Sec. Ltd, Batliboi & Purohit and Mahajan & Aibara

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.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 1

Date of Incorporation 2023-07-05

Total AUM 2577.55

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.