₹ 861.32 Cr
2.26%
NIFTY 500 TRI
INF0K1H01073
5000.0
500.0
500
Mr. Dhawal Dhanani
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Samco Active Momentum Fund - Regular Plan - Growth Option | -4.65 | - | - |
NIFTY 500 TRI | 1.07 | 15.48 | 20.99 |
Equity
Debt
Others
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.
Company | Holdings (%) |
---|---|
Clearing Corporation of India Ltd | 11.31 |
RELIGARE ENTERPRISES LIMITED EQ | 5.63 |
ASTRAZENECA PHARMA INDIA LIMITED EQ NEW FV RS.2/- | 3.07 |
CEAT LIMITED EQ NEW RS.10 | 2.89 |
WOCKHARDT LIMITED EQ FV RS. 5/- | 2.63 |
MARATHON NEXTGEN REALTY LIMITED EQ NEW FV RS. 5/- | 2.32 |
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.2 |
Laurus Labs Limited August 2025 Future | 2.08 |
HDFC LIFE INSURANCE COMPANY LIMITED EQ | 1.84 |
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 1.8 |
Sector | Holdings (%) |
---|---|
Financial Services | 31.81 |
Capital Goods | 10.03 |
Chemicals | 8.93 |
Healthcare | 7.55 |
Automobile and Auto Components | 7.14 |
Telecommunication | 3.14 |
Services | 2.59 |
Power | 2.37 |
Realty | 2.32 |
Construction Materials | 2.29 |
Scheme Name | 5Y (%) |
---|---|
Samco Active Momentum Fund Reg Gr | 0.0 |
Quant Momentum Fund Reg Gr | 0.0 |