Samco Active Momentum Fund Regular Growth
EquityEquity - Other
13.12
0.07(0.54%)
NAV as on 02 Jan, 2026
CAGR
11.49%
- AUM (Crs.)786.44
- Expense Ratio2.29 %
- Sharpe Ratio / Category Average-
- Standard Deviation / Category Average-
- Beta / Category Average-
- Portfolio Turnover / Category Average162.00 / 93.62
- Top 5 Stocks Wt.17.19
- Top 10 Stocks Wt.29.45
- Top 3 Sectors Wt.58.94
- Investment StyleMid Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryUmeshkumar Mehta, Nirali Bhansali, Komal Grover, Dhawal Dhanani
- Launch Date12 Jul, 2023
- BenchmarkS&P BSE 500
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.
Riskometer
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