Samco Active Momentum Fund
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.
₹14.87
1D
NAV as on 17 Jul 2026
13.99%/per year
Since Inception
▲▼
430 people have invested ₹ 32.5L 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 (17-Jul-26)
The fund has outperformed the benchmark (Nifty 500) over 3Y, but underperformed over 1Y, 5Y.
Peer comparison
Samco Active Momentum Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Samco Active Momentum Fund Asset Allocation
See fund asset allocation details as on (14-Jul-26)
Fund Distribution
as on (14-Jul-26)
Samco Active Momentum Fund Sector Allocation
See fund sector allocation details as on (14-Jul-26)
Sector Allocation
Top 3 Sectors in June were Financial Services, Industrial & Basic Materials
Financial Services
26%
Industrial
23%
Basic Materials
13%
Financial Services
34%
Industrial
25%
Basic Materials
12%
Samco Active Momentum Fund Holdings Details
as on (30-Jun-26)
Samco Active Momentum Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.97% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹708 Cr |
| Inception Date | 12 July, 2023 |
| Min Lumpsum/SIP | ₹5,000/₹250 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 162% |
| Risk |   Very 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, Vishal Shinde, Dhawal Dhanani. The fund could potentially beat inflation in the long-run.
Key Parameters
- Samco Active Momentum Fund has ₹708 Cr worth of assets under management (AUM) as on Jul 2026 and is more than category average.
- The fund has an expense ratio 2.
Returns
Samco Active Momentum Fund has given a CAGR return of 13.99% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -2.49% and 14.03% respectively.
Holdings
Samco Active Momentum Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Basic Materials, Consumer Cyclical, Tech, Consumer Defensive, Health, Utilities, Communication, Energy. Its top holdings are Sterlite Technologies Ltd, Religare Enterprises Ltd, Cupid Ltd, MTAR Technologies Ltd, Kirloskar Oil Engines 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 benefitDividends 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
Vishal Shinde
Fund Manager of Samco Active Momentum Fund, since 1 July 2026
Dhawal Dhanani
Fund Manager of Samco Active Momentum Fund, since 12 July 2023
- AUM of the fund stands at 681.4 Cr as of Jun'26
- AUM has remained same between Jun'26 and May'26
Compare Samco Active Momentum Fund
Samco Active Momentum Fund
VS
ICICI Prudential India Opportunities Fund
Frequently Asked Questions for Samco Active Momentum Fund
How do I invest in Samco Active Momentum Fund?
- 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.