Our Opinion
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Our Opinion
Riskometer
Very High
₹12.6900 0.55%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Samco Active Momentum Fund - Direct Plan
|
|
Very High
|
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0.92 |
||
|
|
Very High
|
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0.65 |
|||
|
|
Very High
|
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0.56 |
|||
|
|
Very High
|
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0.82 |
|||
|
|
Very High
|
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0.68 |
₹655 Cr
1.00 (365)
5,000
--
250
24
About Samco Active Momentum Fund - Direct Plan
Samco Active Momentum Fund - Direct Plan is a equity mutual fund scheme of Samco Mutual Fund. Launched on July 05, 2023, it is currently managed by Nirali Bhansali, Dhawal Ghanshyam Dhanani, Umeshkumar Mehta and Komal Grover. The fund has an expense ratio of 0.92% with an overall AUM (Assets Under Management) of ₹655 Cr.
Samco Active Momentum Fund - Direct Plan is a fund that invests mainly in companies that adhere to the narrow mandate mentioned in its investment objective. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹250.
Investment Strategy
The Scheme 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
Suitability
Such thematic funds are avoidable for most investors because:
If you still choose to invest:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Samco Active Momentum Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Samco Active Momentum Fund - Direct Plan can be bought from the Samco Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Samco Active Momentum Fund - Direct Plan, is ₹12.6900 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
5.82
|
|
|
3.47
|
|
|
2.74
|
|
|
2.71
|
|
|
2.57
|
Over the past five years, Samco Active Momentum Fund - Direct Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in Samco Active Momentum Fund - Direct Plan is ₹5,000 for the lump sum option and ₹250 for the SIP (Systematic Investment Plan) option.
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