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Samco Active Momentum Fund Regular Plan Growth
NAV (Apr 26,2024)
The Samco Active Momentum Fund is a regular plan that aims for growth. With an expense ratio of 2.31%, it offers a PE ratio of 32.32 and a PB ratio of 6.62. The scheme has an AUM of ₹756.27 crores and requires a minimum investment of ₹5000. The fund has no lock-in period and was established on July 5, 2023. Invest in this fund for potential long-term growth.
Samco Active Momentum Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Samco Active Momentum Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio30.52
- P/B Ratio5.83
- Alpha0.02
- Beta0.94
- Sharpe0.14
- Sortino0.20
Fund Overview
2.30%
0%
No Lock-in
₹ 745.72 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Moderately High
Investment Return Calculator
as on Apr 28, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 10,078.06 (0.78%) | ₹ 12,694.2 (26.94%) |
₹ 30,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 30,234.18 (0.78%) | ₹ 38,082.6 (26.94%) |
₹ 50,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 50,390.3 (0.78%) | ₹ 63,471 (26.94%) |
₹ 80,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 80,624.48 (0.78%) | ₹ 1,01,553.6 (26.94%) |
₹ 1,00,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 1,00,780.6 (0.78%) | ₹ 1,26,942 (26.94%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Net Receivables Payables34.05%
- Clearing Corporation of India Ltd21.37%
- HDFC Bank Limited9.23%
- Swan Energy Limited7.28%
- Wockhardt Limited5.21%
- Man Infraconstruction Limited4.28%
- TIPS Industries Limited3.23%
- Ajanta Pharma Limited3.00%
- Power Finance Corporation Limited2.48%
- REC Limited2.46%
- FDC Limited2.44%
- Bosch Limited2.09%
- ICICI Securities Limited1.95%
- Adani Enterprises Limited1.93%
- Tata Steel Limited1.82%
- Adani Power Limited1.80%
- Shriram Finance Limited1.68%
- Torrent Power Limited1.47%
- United Spirits Limited1.37%
- Cochin Shipyard Limited1.30%
- Bharat Petroleum Corporation Limited1.26%
- Oil & Natural Gas Corporation Limited1.26%
- Grasim Industries Limited1.04%
- SBI Life Insurance Company Limited1.01%
- Godrej Industries Limited0.94%
- Nippon Life India Asset Management Limited0.90%
- Hero MotoCorp Limited0.90%
- Alembic Pharmaceuticals Limited0.88%
- Granules India Limited0.87%
- LIC Housing Finance Limited0.84%
- Power Grid Corporation of India Limited0.78%
- Tata Consumer Products Limited0.66%
- Procter & Gamble Hygiene and Health Care Limited0.65%
- Newgen Software Technologies Limited0.62%
- Tata Consultancy Services Limited0.46%
- Gujarat Ambuja Exports Limited0.45%
- HDFC Asset Management Company Limited0.43%
- Bharat Electronics Limited0.42%
- Indian Oil Corporation Limited0.24%
- State Bank of India0.14%
- Eicher Motors Limited0.11%
- State Bank of India April Future-0.14%
- Indian Oil Corporation Limited April Future-0.24%
- Bharat Electronics Limited April Future-0.42%
- Tata Consultancy Services Limited April Future-0.46%
- Power Grid Corporation of India Limited April Future-0.78%
- Grasim Industries Limited April Future-1.03%
- Oil & Natural Gas Corporation Limited April Future-1.25%
- Bharat Petroleum Corporation Limited April Future-1.26%
- Shriram Finance Limited April Future-1.68%
- Tata Steel Limited April Future-1.83%
- Adani Enterprises Limited Apr Future-1.94%
- REC Limited April Future-2.47%
- Power Finance Corporation Limited April Future-2.49%
- HDFC Bank Limited April Future-9.31%
- Miscellaneous55.43%
- Pharmaceuticals & Drugs12.40%
- Bank - Private9.23%
- Textile7.28%
- Finance Term Lending4.94%
- Auto Ancillary2.09%
- Trading1.93%
- Finance - NBFC1.68%
- Refineries1.50%
- Ship Building1.30%
- Oil Exploration1.26%
- IT - Software1.08%
- Diversified1.02%
- Insurance1.01%
- Chemicals0.94%
- Finance - Housing0.84%
- Tea/Coffee0.66%
- Solvent Extraction0.45%
- Bank - Public0.14%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Invesco India PSU Equity Fund - Growth | EQUITY | Very High | 46.50% |
Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth | EQUITY | Very High | 40.23% |
Quant ESG Equity Fund - Regular Plan - Growth | EQUITY | Very High | 31.01% |
UTI Transportation and Logistics Fund - Regular Plan - IDCW | EQUITY | Very High | 30.74% |
360 ONE Quant Fund - Regular Plan - Growth | EQUITY | Very High | 30.59% |
SBI Magnum COMMA Fund - Regular Plan - Growth | EQUITY | Very High | 29.22% |
Nippon India Quant Fund - Growth | EQUITY | Very High | 28.65% |
Tata Ethical Fund - Regular Plan - Growth | EQUITY | Very High | 14.11% |
Edelweiss Recently Listed IPO Fund - Regular Plan - Growth | EQUITY | Very High | 11.10% |
DSP Quant Fund - Regular Plan - Growth | EQUITY | Very High | 6.61% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Franklin India Opportunities Fund - Growth | EQUITY | Very High | 68.22% |
360 ONE Quant Fund - Regular Plan - Growth | EQUITY | Very High | 58.12% |
Nippon India Quant Fund - Growth | EQUITY | Very High | 47.66% |
HSBC Business Cycles Fund - Regular Plan - Growth | EQUITY | Very High | 41.29% |
SBI Magnum COMMA Fund - Regular Plan - Growth | EQUITY | Very High | 41.10% |
Kotak Pioneer Fund - Regular Plan - Growth | EQUITY | Very High | 37.11% |
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | EQUITY | Very High | 36.78% |
Aditya Birla Sun Life MNC Fund - Regular Plan - Growth | EQUITY | Very High | 36.02% |
Axis Special Situations Fund - Regular Plan - Growth | EQUITY | Very High | 35.48% |
Quantum ESG Best In Class Strategy Fund - Growth - Direct Plan | EQUITY | Very High | 30.66% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Franklin India Opportunities Fund - Growth | EQUITY | Very High | 24.57% |
SBI Magnum COMMA Fund - Regular Plan - Growth | EQUITY | Very High | 24.33% |
Nippon India Quant Fund - Growth | EQUITY | Very High | 23.98% |
HSBC Business Cycles Fund - Regular Plan - Growth | EQUITY | Very High | 23.69% |
Kotak Pioneer Fund - Regular Plan - Growth | EQUITY | Very High | 19.71% |
Taurus Ethical Fund - Regular Plan - Growth | EQUITY | Very High | 19.53% |
Quantum ESG Best In Class Strategy Fund - Growth - Direct Plan | EQUITY | Very High | 14.97% |
Axis Special Situations Fund - Regular Plan - Growth | EQUITY | Very High | 14.78% |
Aditya Birla Sun Life MNC Fund - Regular Plan - Growth | EQUITY | Very High | 10.76% |
DSP Quant Fund - Regular Plan - Growth | EQUITY | Very High | 10.76% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Invesco India PSU Equity Fund - Growth | EQUITY | Very High | 27.16% |
SBI Magnum COMMA Fund - Regular Plan - Growth | EQUITY | Very High | 22.99% |
Edelweiss Recently Listed IPO Fund - Regular Plan - Growth | EQUITY | Very High | 21.76% |
UTI Transportation and Logistics Fund - Regular Plan - IDCW | EQUITY | Very High | 19.62% |
HSBC Business Cycles Fund - Regular Plan - Growth | EQUITY | Very High | 18.80% |
Tata Ethical Fund - Regular Plan - Growth | EQUITY | Very High | 18.45% |
Taurus Ethical Fund - Regular Plan - Growth | EQUITY | Very High | 18.28% |
HDFC Housing Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 18.11% |
ICICI Prudential US Bluechip Equity Fund - Growth | EQUITY | Very High | 15.31% |
Aditya Birla Sun Life MNC Fund - Regular Plan - Growth | EQUITY | Very High | 9.31% |
Fund Managers
Mr. Paras MataliaFund Manager & Head Research - Equity
Paras Matalia has an experience of nearly 6 years in capital markets. He is the Head of Equity Research for Samco Mutual Fund where he has played pivotal role in analysing investments and construction of the fund portfolio. He has been crucial in the creation of the proprietary HexaShield framework which does periodic scenario analysis on fundamentals of thousands of companies across the globe. Being tech-savvy he has a strong understanding of how to leverage technology to improve the investment and portfolio management prowess. He started his career as an equity research analyst for creating StockBasket portfolios (A long-term thematic research and investment platform).
Mr. Umeshkumar MehtaChief Investment Officer
Mr. Umeshkumar Mehta has over 20 years of experience in financial services industry. He has deep understanding of price and value. He is a vivid speaker and writer at various chartered account forums and business schools. He use to lead the Samco group’s Research team, managed Public Relations through regular interaction in Business Channels and print media. He has understanding of securities law and is passionate about equities. He has working knowledge of marketing & advertisement. He has extensive experience in analyzing business models, assessing balance sheets, P&L A/C and as part of experience he has rated and ranked almost all companies listed on the NSE.
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Samco Active Momentum Fund - Regular Plan - Growth
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