3 Year Returns
12.65%
NAV (₹)
15.0100
1 Day NAV Change
-0.79%
Samco Active Momentum Fund - Regular Growth is a scheme from Samco Mutual Fund AMC, launched on 05 Jul 2023 and currently managing ₹ 774.74 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹250 and a lump sum of ₹5000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.
Samco Active Momentum Fund - Regular Growth Fund Details
| Min. SIP Amount | ₹ 250 |
| Min. Lumpsum Amount | ₹ 5000 |
| AUM | ₹ 774.74 Cr |
| Expense Ratio | 3.23% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 05 Jul 2023 |
| Fund Age | 3 Yrs |
Exit Load
1% if the investment is redeemed or switched out on or before 30 days from the date of allotment of units. No Exit load will be charged if investment is redeemed or switched out after 30 days from the date of allotment of units.
Fund’s Investment Objective
The investment objective of the Scheme is to 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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
Asset Allocation
AUM
₹774.74 Cr
Cash Holdings
21.05%
Equity
77.3%
Cash
21.05%
Debt
0%
Other
1.65%
Samco Active Momentum Fund - Regular Growth Sector Holdings
Last Updated: 30 Sep 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 14.59% | ₹ 113.067 | |
| Pharmaceuticals | 14.00% | ₹ 108.473 | |
| Banks | 9.98% | ₹ 77.295 | |
| Cables | 9.79% | ₹ 75.848 | |
| Capital Goods - Electrical Equipment | 7.74% | ₹ 59.936 | |
| Finance | 6.55% | ₹ 50.784 | |
| Aerospace & Defence | 6.33% | ₹ 49.046 | |
| Capital Goods-Non Electrical Equipment | 5.82% | ₹ 45.09 | |
| Diamond, Gems and Jewellery | 5.05% | ₹ 39.154 | |
| Auto Ancillaries | 4.09% | ₹ 31.66 |
Samco Active Momentum Fund - Regular Growth Stock Holdings
Last Updated: 30 Sep 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| C C I | 21.05% | ₹ 163.06 | Debt Others | |
| Sterlite Tech. | 5.46% | ₹ 42.323 | Cables | |
| Religare Enterp. | 4.50% | ₹ 34.882 | Finance | |
| Welspun Corp | 3.09% | ₹ 23.977 | Capital Goods-Non Electrical Equipment | |
| Laurus Labs | 2.76% | ₹ 21.358 | Pharmaceuticals | |
| Shilpa Medicare | 2.70% | ₹ 20.921 | Pharmaceuticals | |
| HFCL | 2.41% | ₹ 18.701 | Telecom Equipment & Infra Services | |
| Sansera Enginee. | 2.22% | ₹ 17.228 | Auto Ancillaries | |
| Diamond Power | 2.11% | ₹ 16.313 | Cables | |
| MTAR Technologie | 2.09% | ₹ 16.226 | Aerospace & Defence |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
Samco Mutual Fund
Funds Managed
14
Assets Managed
₹ 2,546.04 Cr
Contact Details
Registered Address
1003, A Naman Midtown,Sanapati Bapat Marg,Prabhadevi West, Mumbai - 400013
Managing Director
N/A
Chief Executive Officer
Mr. Viraj Gandhi
Compliance Officer
Ajay Bhanushali
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
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