Samco Active Momentum Fund Regular - Growth
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Equity, Thematic, Principal at very high risk
1 Year Return -11.38% at 16 Feb 2026 04:10 PM
Fund Details
NAV 12.61
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹250.0
Fund Age(Year) 2.62
Fund Size(in Crores) 662.79
Fund Performance
1 Month -0.7%
3 Month -5.33%
6 Month -9.6%
1 Year -11.38%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (51.1%) Market Cap Mid Cap 25.21 Large Cap 21.18 Small Cap 4.71 Top Sectors Financial 22.77 Automobile 7.97 Metals & Mining 4.9 Services 4.83 Capital Goods 2.84 Healthcare 1.86 Chemicals 1.57 Consumer Discretionary 1.05 Insurance 0.88 Technology 0.71 Materials 0.64 Construction 0.58 Consumer Staples 0.5 Top Holding Lumax Auto Technologies 0.89 Maruti Suzuki India 0.95 MCX 1.22 Ashok Leyland 1.38 Bajaj Finance 0.58 Indian Metals & Ferro Alloys 0.74 Shriram Finance 1.27 Le Travenues Technology 0.5 SBI Life Insurance Company 0.88 Mahindra & Mahindra Financial Services 0.88 The Federal Bank 1.05 Max Financial Services 0.85 Aditya Birla Capital 1.17 Cummins India 0.73 Gabriel India 0.6 Asian Paints 0.64 Godawari Power And Ispat 0.69 Religare Enterprises 6.47 Muthoot Finance 1.19 FSN E-Commerce Ventures 0.73 GMR Airports 0.58 One97 Communications 0.73 GE Vernova T&D 0.66 L&T Fin 1.4 eClerx Services 0.66 Advent Hotels International 0.19 TD Power Systems 0.83 TVS Motor Company 1.09 National Aluminium Company 1.5 HBL Engineering 0.62 Laurus Labs 0.93 City Union Bank 0.96 Thangamayil Jewellery 1.05 Indian Bank 1.17 Sandur Manganese & Iron Ores 0.77 Eicher Motors 1.07 Radico Khaitan 0.5 Navin Fluorine International 0.89 State Bank of India 1.17 Netweb Technologies India 0.71 RBL Bank 0.91 Manappuram Finance 0.77 CarTrade Tech 0.8 AU Small Finance Bank 0.98 Canara Bank 1.05 Acutaas Chemicals 0.93 Hero Motocorp 0.88 Karur Vysya Bank 0.9 UPL 0.68 Force Motors 1.11 Hindalco Industries 1.2
Debt & Others (48.9%) Sector Allocation Net Receivables 48.9 Debt Credit Ratings Debt Category Others 48.9
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -0.09% Ret 1Y 7.78% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -0.09% Ret 1Y 7.78% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 2.11% Ret 1Y 40.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 2.11% Ret 1Y 40.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.35%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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).
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.
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.
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.
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
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) 67
Date of Incorporation 2023-07-05
Total AUM 2026-01-31
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.
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