Samco Active Momentum Fund - Regular Plan - Growth Option
Expense Ratio: 2.29
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 15-06-2023
Exit Load: Nil
Fund Size:₹715.22 Cr
Performance
1Y
Fund-2.73%
Cat. Avg.N/A
2Y
Fund-0.14%
Cat. Avg.N/A
3Y
Fund12.48%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund12.37%
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 | Sterlite Technologies Limited | 49.40 | 6.98% |
| 2 | Religare Enterprises Limited | 44.89 | 6.34% |
| 3 | Cupid Limited | 44.02 | 6.22% |
| 4 | Clearing Corporation of India Ltd | 40.14 | 5.67% |
| 5 | MTAR Technologies Limited | 29.51 | 4.17% |
| 6 | Kirloskar Oil Engines Limited | 21.94 | 3.10% |
| 7 | Acutaas Chemicals Limited | 21.08 | 2.98% |
| 8 | Thangamayil Jewellery Limited | 18.53 | 2.62% |
| 9 | Sansera Engineering Limited | 18.29 | 2.58% |
| 10 | TD Power Systems Limited | 17.79 | 2.51% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 64899 | +8.2% | +17.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.24 L. | +3.5% | +3.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.95 L. | +8.5% | +5.6% |
| SI | 07 Aug, 23 | 1.80 L. | 1.95 L. | +8.5% | +5.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 97671 | -2.3% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 98413 | -1.6% | -0.8% |
| 3Y | 20 Jul, 23 | 1 L. | 1.42 L. | +42.3% | +12.5% |
| SI | 12 Jul, 23 | 1 L. | 1.42 L. | +42.3% | +12.4% |
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.