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Samco Active Momentum Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : Samco Mutual Fund

Returns (NAV as on 17th November, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 10-Nov-25 10059.80 0.60% - 1.30% 210/242
1 Month 17-Oct-25 9992.60 -0.07% - 1.15% 184/235
3 Month 14-Aug-25 9648.50 -3.52% - 4.98% 235/235
6 Month 16-May-25 9882.40 -1.18% - 6.28% 222/225
YTD 01-Jan-25 8649.50 -13.51% - 4.93% 207/211
1 Year 14-Nov-24 9451.90 -5.48% -5.44% 7.67% 193/198
2 Year 17-Nov-23 12150.00 21.50% 10.21% 18.31% 144/154
Since Inception 05-Jul-23 13450.00 34.50% 13.31% 12.97% 117/216

SIP Returns (NAV as on 17th November, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 14-Nov-24 12000 11388.5 -5.1 % -9.24 %
2 Year 17-Nov-23 24000 23570.3 -1.79 % -1.72 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.45% -0.07% -3.52% -1.18% -12.78% -5.44% 10.21% 0.00% 0.00%
Nifty 50 0.52% 1.18% 5.61% 3.97% 10.02% 10.45% 14.80% 12.34% 15.10%
Benchmark: Nifty 500 TRI 0.59% 1.61% 5.80% 5.51% 8.12% 10.09% 17.77% 16.46% 19.08%
Category Average 0.60% 1.15% 4.98% 6.28% 4.93% 7.67% 18.31% 19.03% 20.73%
Category Rank 152/216 184/235 235/235 222/225 207/211 193/198 144/154 0/0 0/0
Best in Category 1.58% 5.11% 15.24% 44.68% 39.71% 43.35% 35.18% 35.14% 36.01%
Worst in Category -0.83% -2.56% -3.52% -6.47% -19.04% -11.99% 3.21% 7.81% 3.04%

Best Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q4 - 2023 16.35% 11.33% 12.84% 12.4%
Q4 - 2023 16.35% 11.33% 12.84% 12.4%
Q2 - 2024 10.10% 7.48% 10.91% 12.41%

Worst Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q1 - 2025 -8.17% -2.43% -6.28% -2.54%
Q3 - 2025 -8.51% -3.64% -3.73% -0.78%
Q1 - 2025 -1.86% -2.43% -6.28% -2.54%
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