Samco Active Momentum Fund - Direct Plan - Growth Option
Expense Ratio: 0.86
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 15-06-2023
Exit Load: Nil
Fund Size:₹715.22 Cr
Performance
1Y
Fund-1.11%
Cat. Avg.N/A
2Y
Fund0.13%
Cat. Avg.N/A
3Y
Fund14.59%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund14.55%
Cat. Avg.N/A
Fund Facts
Manager(s)
Mr. Dhawal Dhanani
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Net Receivables / (Payables) | 301.92 | 51.17% |
| 2 | Religare Enterprises Limited | 36.39 | 6.17% |
| 3 | Aditya Birla Capital Limited | 34.27 | 5.81% |
| 4 | Multi Commodity Exchange of India Limited | 14.52 | 2.46% |
| 5 | Indian Bank | 12.01 | 2.04% |
| 6 | AU Small Finance Bank Limited | 11.79 | 2.00% |
| 7 | Eicher Motors Limited | 11.09 | 1.88% |
| 8 | RBL Bank Limited | 10.17 | 1.72% |
| 9 | Max Financial Services Limited | 9.94 | 1.69% |
| 10 | Laurus Labs Limited | 9.89 | 1.68% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 66260 | +10.4% | +22.6% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.4% | +6.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.02 L. | +12.4% | +8.1% |
| SI | 07 Aug, 23 | 1.80 L. | 2.02 L. | +12.4% | +8.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 98886 | -1.1% | -1.1% |
| 2Y | 16 Jul, 24 | 1 L. | 1.00 L. | +0.3% | +0.1% |
| 3Y | 17 Jul, 23 | 1 L. | 1.50 L. | +50.4% | +14.6% |
| SI | 12 Jul, 23 | 1 L. | 1.51 L. | +50.6% | +14.6% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.