← Samco Mutual Fund
Samco Active Momentum Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Riskvs NIFTY 500 TRIISIN INF0K1H01081
NAV · 06-Jul-2026
₹14.9700
1M
+2.13%
6M
+9.12%
1Y (CAGR)
-1.00%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+14.08%
NAV history
hover for values
Risk & SIP analytics
Volatility (3y)
16.08%
Downside dev (3y)
14.48%
Max drawdown (3y)
-25.0%
SIP XIRR (3y)
+6.92%
Calendar-year returns
2024 +28.5%2025 -14.3%
Vs benchmark — Nifty 500
3y monthly · 36 months of overlapBeta
0.79
Alpha (p.a.)
+3.90%
Up capture
66.6%
Down capture
44.4%
Correlation
0.72
Fund facts
Fund managerNirali Bhansali · Dhawal Dhanani · Umeshkumar Mehta
AUM₹6,813 Cr
Expense ratio0.98% · 2026-05-31
TER · AMFI officialDirect 1.97% · Regular 3.40% (2026-06-30)
Launch date15-Jun-2023
Plan typeOpen Ended · Equity
Min lumpsum₹5,000
Min SIP₹250
Lock-inNone
Volatility15.96
AMCSamco Asset Management Private Limited
Objective · 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.
scheme documents ↗