Samco Active Momentum Fund Direct - Growth
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Equity, Thematic, Principal at very high risk
1 Year Return -17.3% at 22 Dec 2025 06:31 PM
Fund Details
NAV 13.33
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹250.0
Fund Age(Year) 2.47
Fund Size(in Crores) 741.98
Fund Performance
1 Month -2.91%
3 Month -5.72%
6 Month -6.32%
1 Year -17.3%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Treasury Bills 21.5 Commercial Paper 21.51 Alternative Investment Fund 0.26 Debt Credit Ratings A1+ 71.03 SOV 21.5 Cash & Call Money 7.21 Others 0.26 Debt Category Bajaj Finance 4.29 National Bank Agr. Rur. Devp 4.29 Indian Bank 6.45 Union Bank of India 4.32
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -1.08% Ret 1Y 2.05% Ret 3Y 12.52% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.86%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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).
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) 39
Date of Incorporation 2023-07-05
Total AUM 2025-11-30
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.
Take Your Next Step
