₹ 858.47 Cr
2.25%
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 | 0.44 | - | - |
NIFTY 500 TRI | 3.32 | 21.62 | 23.3 |
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 (%) |
---|---|
WOCKHARDT LIMITED EQ FV RS. 5/- | 5.38 |
Bharat Dynamics Limited | 5.24 |
RELIGARE ENTERPRISES LIMITED EQ | 4.84 |
SWAN ENERGY LIMITED EQ NEW FV RE 1/- | 4.09 |
CEAT LIMITED EQ NEW RS.10 | 3.3 |
BAJAJ HOLDINGS AND INVESTMENT LTD. EQ | 2.95 |
364 Days Tbill (MD 18/07/2025) | 2.89 |
GABRIEL INDIA LIMITED EQ NEW FV RE. 1/- | 2.55 |
AMBER ENTERPRISES INDIA LIMITED EQ | 2.53 |
Clearing Corporation of India Ltd | 2.47 |
Sector | Holdings (%) |
---|---|
Financial Services | 23.03 |
Capital Goods | 16.05 |
Healthcare | 15.12 |
N/A | 9.68 |
Automobile and Auto Components | 8.21 |
Fast Moving Consumer Goods | 5.53 |
Chemicals | 4.23 |
Diversified | 4.09 |
Consumer Durables | 2.53 |
Telecommunication | 1.95 |