Samco Active Momentum Fund Direct - Growth
Samco Active Momentum Fund Direct - Growth: Mutual Fund Overview
Samco Active Momentum Fund Direct - Growth is an Thematic mutual fund with over 2.69 years of performance history. The scheme manages an AUM of ₹654.8 Cr and has a NAV of ₹12.68. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹250.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -10.26%.
Equity, Thematic, Principal at very high risk
1 Year Return -10.26% at 12 Mar 2026 08:20 PM
Fund Details
NAV 12.68
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹250.0
Fund Age(Year) 2.69
Fund Size(in Crores) 654.8
Fund Performance
1 Month -4.87%
3 Month -4.22%
6 Month -9.55%
1 Year -10.26%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.94%) Market Cap Large Cap 19.07 Small Cap 11.43 Mid Cap 64.44 Top Sectors Services 21.89 Financial 15.49 Capital Goods 13.23 Automobile 6.89 Healthcare 5.89 Technology 5.53 Consumer Discretionary 5.27 Materials 4.59 Energy 4.54 Chemicals 3.2 Unclassified 2.44 Construction 2.1 Consumer Staples 1.78 Metals & Mining 1.29 Communication 0.81 Top Holding Kei Industries 1.46 Apar Industries 1.78 CRISIL 0.9 Dalmia Bharat 0.86 Dixon Technologies (India) 1.69 Linde India 1.34 Mahindra & Mahindra 1.92 L&T Technology Services 2.08 Balkrishna Industries 1.46 HDFC AMC 1.91 Info Edge (India) 1.22 Supreme Industries 1.55 Escorts Kubota 1 Global Health 2.06 Oil India 1.52 National Aluminium Company 1.29 Solar Industries India 1.86 Delhivery 1.28 Hindustan Aero 1.1 ICICI Prudential Asset Management Company 2.44 Coforge 1.32 Bharat Heavy Electricals 2.69 MRF 1.08 MCX 2.77 L&T Fin 1.43 Cummins India 1.68 GE Vernova T&D 1.89 Bank of Maharashtra 2.53 Chalet Hotels 1.61 One97 Communications 2.47 Swiggy 1.47 NHPC 1.24 Lenskart Solutions 1.62 Blue Star 1.59 Schaeffler India 1.05 Indian Bank 2.89 Max Healthcare Institute 1.64 Abbott India 0.58 Ajanta Pharma 1.61 Metro Brands 0.91 The Phoenix Mills 2.1 Persistent Systems 2.13 Max Financial Services 2.61 Titan Company 1.15 Eternal 1.69 UNO Minda 1.43 PB Fintech 1.72 AU Small Finance Bank 1.42 Trent 1.1 Jubilant FoodWorks 1.69 Torrent Power 1.78 Interglobe Aviation 1.57 Bharti Hexacom 0.81 The Federal Bank 2.7 Vishal Mega Mart 1.5 Bharat Electronics 1.67 JK Cement 2.18 Physicswallah 0.9
Debt & Others (5.06%) Sector Allocation Repo 4.48 Net Receivables 0.58 Debt Credit Ratings Debt Category Others 5.06
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.92%
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.
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
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).
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.
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) 22
Date of Incorporation 2023-07-05
Total AUM 2593.7
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
