Samco Active Momentum Fund

Samco Active Momentum Fund

Equity

Samco Mutual Fund

Equity - Other

Get the latest NAV of Samco Active Momentum Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹12.50

▲0.1%1D

NAV as on 20 Mar 2026

8.57%/per year

Since Inception

Absolute Gain%

▲▼

440 people have invested ₹ 18.9L in Samco Active Momentum Fund in the last three months

Samco Active Momentum Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (20-Mar-26)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-5.3%
-6.23%
-11.6%
-13.85%
--
--
Nifty 500
-8.57%
-10.38%
-8.51%
0.55%
13.94%
11.63%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-1.22%
9.03%
13.72%
25.38%
32.98%
27.46%
Worst in Equity - Other
-11.55%
-19.79%
-23.17%
-13.85%
7.42%
6.39%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Samco Active Momentum Fund
-
655Cr
0.92%
-13.85%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/47
35,666Cr
0.65%
6.26%
22.41%
7.78
0.82
1.52
3.00
1.60
ICICI Prudential Business Cycle Fund
2/47
16,202Cr
0.73%
6.58%
21.38%
7.04
0.84
1.44
2.85
1.52
Nippon India Quant Fund
3/47
113Cr
0.53%
5.07%
19.46%
3.82
1.02
1.13
2.00
1.38
See all

Samco Active Momentum Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Samco Active Momentum Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Small cap
41.9%
Mid cap
28.2%
Large cap
21.3%
Large Cap allocation has gone down from 22.4% to 21.3%
Large Cap allocation has gone down from 22.4% to 21.3%
Small Cap allocation has gone up from 39% to 41.9%
Small Cap allocation has gone up from 39% to 41.9%
Mid Cap allocation has gone down from 38.1% to 28.2%
Mid Cap allocation has gone down from 38.1% to 28.2%
Cash allocation has gone down from 9.2% to 0.1%
Cash allocation has gone down from 9.2% to 0.1%

Samco Active Momentum Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
38.6%
Basic Materials
16.4%
Industrial
14.8%
Health
10.5%
Consumer Cyclical
6.5%
Communication
4.5%
Tech
3%
Real Estate
2.9%
Consumer Defensive
2.8%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Industrial

Feb'26

Financial Services

45%

Consumer Cyclical

21%

Industrial

16%

Jan'26

Financial Services

42%

Consumer Cyclical

17%

Industrial

15%

Samco Active Momentum Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
Religare Enterprises Ltd
5.82%
0%
MTAR Technologies Ltd
3.47%
100%
Force Motors Ltd
2.74%
92.7%
Lumax Auto Technologies Ltd
2.71%
0%
TD Power Systems Ltd
2.57%
147.5%
See all
Top Stocks bought last month
Indian Metals & Ferro Alloys Ltd's allocation increased from 0.92% to 2.21%
Indian Metals & Ferro Alloys Ltd's allocation increased from 0.92% to 2.21%
State Bank of India's allocation increased from 0.15% to 1.28%
State Bank of India's allocation increased from 0.15% to 1.28%
City Union Bank Ltd's allocation increased from 0.76% to 1.74%
City Union Bank Ltd's allocation increased from 0.76% to 1.74%
Top Stocks sold last month
Religare Enterprises Ltd's allocation decreased from 6.27 % to 5.82 %
Religare Enterprises Ltd's allocation decreased from 6.27 % to 5.82 %
Aditya Birla Capital Ltd's allocation decreased from 3.2 % to 2.3 %
Aditya Birla Capital Ltd's allocation decreased from 3.2 % to 2.3 %
AU Small Finance Bank Ltd's allocation decreased from 2.45 % to 2.05 %
AU Small Finance Bank Ltd's allocation decreased from 2.45 % to 2.05 %

Samco Active Momentum Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.92%
Benchmark
Nifty 500 TR INR
AUM₹655 Cr
Inception Date12 July, 2023
Min Lumpsum/SIP₹5,000/₹250
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
162%
Risk
Risk meter
pointer
High Risk

About Samco Active Momentum Fund

Samco Active Momentum Fund is an equity fund. This fund was started on 12 July, 2023. The fund is managed by Umeshkumar Mehta, Nirali Bhansali, Komal Grover, Dhawal Dhanani. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Samco Active Momentum Fund has ₹655 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Samco Active Momentum Fund has given a CAGR return of 8.57% since inception. Over the last 1 year the fund has given a CAGR return of -13.85%.

Holdings

Samco Active Momentum Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Basic Materials, Tech, Health. Its top holdings are Religare Enterprises Ltd, MTAR Technologies Ltd, Force Motors Ltd, Lumax Auto Technologies Ltd, TD Power Systems Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Samco Active Momentum Fund

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. Samco Active Momentum Fund has no lock in period.

Fund Manager

Umeshkumar Mehta

Fund Manager of Samco Active Momentum Fund, since 1 August 2023

Nirali Bhansali

Fund Manager of Samco Active Momentum Fund, since 18 February 2025

Komal Grover

Fund Manager of Samco Active Momentum Fund, since 17 July 2025

Dhawal Dhanani

Fund Manager of Samco Active Momentum Fund, since 12 July 2023

Learn more about Samco Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 654.8 Cr
₹ 708.1 Cr
₹ 742 Cr
  • AUM of the fund stands at 654.8 Cr as of Feb'26
  • AUM decreased by 53.3 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Samco Active Momentum Fund

How do I invest in Samco Active Momentum Fund?

INDmoney makes it simple to invest in the Samco Active Momentum Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Samco Active Momentum Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Samco Active Momentum Fund?

The NAV of the fund today is ₹12.50. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Samco Active Momentum Fund fund has generated a return of -13.85% in 1 year

Who is the fund manager of Samco Active Momentum Fund?

The fund managers are Umeshkumar Mehta, Nirali Bhansali, Komal Grover, Dhawal Dhanani.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.92%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹655 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Samco Active Momentum Fund?

The top 3 holdings of the fund are Religare Enterprises Ltd(5.82%), MTAR Technologies Ltd(3.47%), Force Motors Ltd(2.74%)