Samco Active Momentum Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Others
Launch Date: 05-07-2023
AUM:
₹ 761.52 Cr
Expense Ratio
2.34%
Benchmark
NIFTY 500 TRI
ISIN
INF0K1H01073
Minimum Investment
5000.0
Minimum Topup
500.0
Minimum SIP Amount
Fund Manager
Dhawal Ghanshyam Dhanani, Umeshkumar Mehta, Paras Matalia
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Samco Active Momentum Fund - Regular Plan - Growth Option | - | - | - |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.8
Last change
0.22 (1.7187%)
Fund Size (AUM)
₹ 761.52 Cr
Performance
27.74% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme 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
Fund Manager
Dhawal Ghanshyam Dhanani, Umeshkumar Mehta, Paras Matalia
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 20.03 |
| Others | 7.58 |
| Swan Energy Ltd. | 6.6 |
| Wockhardt Ltd. | 4.93 |
| Man Infraconstruction Ltd. | 4.45 |
| Sterling and Wilson Renewable Energy Ltd. | 3.6 |
| Torrent Power Ltd. | 3.19 |
| Tips Industries Ltd. | 3.18 |
| Sundaram Finance Ltd. | 3.12 |
| Ajanta Pharma Ltd. | 2.92 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Others | 27.61 |
| Healthcare | 12.54 |
| Construction | 11.05 |
| Capital Goods | 10.3 |
| Financial | 7.68 |
| Energy | 7.26 |
| Services | 5.53 |
| Metals & Mining | 4.38 |
| Consumer Staples | 3.65 |
| Automobile | 2.97 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Samco Active Momentum Fund Reg Gr | 0.0 |
| Franklin India Opportunities Gr | 24.91 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 18.59 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 24.01 |
| SBI Magnum Comma Fund Reg Gr | 22.49 |
| Taurus Ethical Fund Reg Gr | 19.24 |
| ICICI Pru Commodities Gr | 0.0 |