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Fund Overview of Samco Active Momentum Fund Direct-growth
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₹681.4 CrAUM
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₹14.79NAV
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1.84%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Samco Active Momentum Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 17.19% | NA | 4.02% |
| 6 Months | 12.13% | NA | 14.62% |
| 1 Year | 2.28% | 2.28% | -1.34% |
| 2 Years | 5.92% | 2.92% | 21.55% |
Compare Samco Active Momentum Fund Direct-growth with other mutual funds in the same category
Samco Active Momentum Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-idcw
Asset Allocation
equities
99.55%debt instruments
9.14%Samco Active Momentum Fund Direct-growth is one Equity mutual fund offered by Samco Mutual Fund. Launched on 05 Jul 2023, the fund aims Long Term Capital Appreciation. An actively managed thematic equity scheme that invests in stocks exhibiting momentum characteristics. It manages assets worth ₹681.4 crore as on Sun May 31, 2026. The expense ratio stands at 1.84%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Samco Active Momentum Fund Direct-growth
The portfolio allocation consists of 99.55% in equities, 9.14% in debt instruments.Managed by Dhawal Ghanshyam Dhanani, it has delivered a return of 2.28% in the last year, a total return since inception of 14.17%.
Selecting an appropriate best sip plays an important role for systematic investing.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential India Opportunities Fund Direct-growth  |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| Franklin India Opportunities Direct Fund-idcw |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| Franklin India Opportunities Fund Regular-idcw |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| ICICI Prudential Commodities Fund Direct-growth |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
| ICICI Prudential Commodities Fund Direct-idcw |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Samco Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Samco Active Momentum Fund Regular-growth
|
₹681 | 7.09% | 16.79% | 11.29% | 0.85% | - |
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Samco Special Opportunities Fund Regular-growth
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₹130 | 5.87% | 14.40% | 4.97% | 1.17% | - |
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Samco Special Opportunities Fund Direct-growth
|
₹130 | 6.04% | 14.89% | 5.79% | 2.76% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | ₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | ₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | ₹21.13 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | ₹24.26 | 19.57% | 20.39% | - |
| HDFC Defence Fund Regular-growth |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-growth |
₹9,724 | ₹30.09 | 43.78% | - | - |
| HDFC Defence Fund Regular-idcw |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-idcw |
₹9,724 | ₹30.09 | 43.78% | - | - |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | ₹253.16 | 22.36% | 18.56% | 16.12% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | ₹282.39 | 23.85% | 19.76% | 17.18% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 9.14% | ₹62.30 Cr |
| Sterlite Technologies Ltd | Technology | 6.33% | ₹43.15 Cr |
| Mtar Technologies Ltd | Industrials | 6.22% | ₹42.41 Cr |
| Religare Enterprises Ltd | Financial | 5.93% | ₹40.38 Cr |
| Sansera Engineering Ltd | Consumer Discretionary | 2.87% | ₹19.54 Cr |
| Ge T&d India Ltd | Industrials | 2.87% | ₹19.53 Cr |
| Td Power Systems Ltd | Industrials | 2.78% | ₹18.94 Cr |
| Ami Organics Ltd | Healthcare | 2.75% | ₹18.73 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.64% | ₹17.96 Cr |
| Kirloskar Oil Engines Ltd | Industrials | 2.63% | ₹17.89 Cr |
| Thangamayil Jewellery Ltd | Consumer Discretionary | 2.20% | ₹14.99 Cr |
| Lumax Auto Technologies Ltd | Consumer Discretionary | 2.09% | ₹14.22 Cr |
| Laurus Labs Ltd | Healthcare | 1.97% | ₹13.45 Cr |
| Aditya Birla Capital Ltd | Financial | 1.93% | ₹13.13 Cr |
| Au Small Finance Bank Ltd | Financial | 1.91% | ₹13.04 Cr |
| Prime Focus Ltd | Consumer Discretionary | 1.84% | ₹12.55 Cr |
| Avanti Feeds Ltd | Consumer Staples | 1.77% | ₹12.08 Cr |
| Navin Fluorine International Ltd | Materials | 1.73% | ₹11.78 Cr |
| The Karnataka Bank Ltd | Financial | 1.64% | ₹11.14 Cr |
| National Aluminium Company Limited June 2026 Future | Materials | 1.62% | ₹11.06 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.26 | 19.57% | 20.39% | - |
| Franklin India Opportunities Direct Fund-growth |
₹282.39 | 23.85% | 19.76% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹41.18 | 23.85% | 19.76% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.13 | 18.39% | 19.06% | - |
| Franklin India Opportunities Fund Regular-growth |
₹253.16 | 22.36% | 18.56% | - |
| Franklin India Opportunities Fund Regular-idcw |
₹36.31 | 22.36% | 18.56% | - |
| ICICI Prudential Commodities Fund Direct-growth |
₹51.95 | 19.38% | 17.25% | - |
| ICICI Prudential Commodities Fund Direct-idcw |
₹34.44 | 19.38% | 17.25% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Samco Active Momentum Fund Direct-growth
What is the current AUM of Samco Active Momentum Fund Direct-growth?
As of Sun May 31, 2026, Samco Active Momentum Fund Direct-growth manages assets worth ₹681.4 crore
How has Samco Active Momentum Fund Direct-growth performed recently?
- 3 Months: 17.19%
- 6 Months: 12.13%
What is the long-term performance of Samco Active Momentum Fund Direct-growth?
- Since Inception: 14.17%
What is the portfolio composition of Samco Active Momentum Fund Direct-growth?
Equity: 99.55%, Debt: 9.14%, Others: -8.69%.
Who manages Samco Active Momentum Fund Direct-growth?
Samco Active Momentum Fund Direct-growth is managed by Dhawal Ghanshyam Dhanani from Samco Mutual Fund.
What is the market-cap allocation of Samco Active Momentum Fund Direct-growth?
Large Cap: 10.61%, Mid Cap: 27.16%, Small Cap: 62.23%.
Which are the top companies Samco Active Momentum Fund Direct-growth has invested in?
- Others CBLO – 9.14% of the fund's portfolio
- Sterlite Technologies Ltd – 6.33% of the fund's portfolio
- MTAR Technologies Ltd – 6.22% of the fund's portfolio
- Religare Enterprises Ltd – 5.93% of the fund's portfolio
- Sansera Engineering Ltd – 2.87% of the fund's portfolio
Which are the major sectors Samco Active Momentum Fund Direct-growth focuses on?
- Industrials – 14.50% of the fund's portfolio
- Financial – 14.05% of the fund's portfolio
- Unspecified – 9.14% of the fund's portfolio
- Consumer Discretionary – 9.00% of the fund's portfolio
- Technology – 6.33% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
