Samco Active Momentum Fund (Direct)
Samco Mutual Fund · benchmark Nifty 500 TRI · 3.3 years old · AMFI code 151753
B (middle of the peer group), score 42.5 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 16.3% | 2.5% | +13.8% | 19 / 106 |
| 1 year | 14.0% | -1.0% | +15.0% | 14 / 100 |
| 3 years (a year) | 14.1% | 12.0% | +2.1% | 39 / 50 |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Common questions
What is the NAV of Samco Active Momentum Fund (Direct plan)?
₹15.84 on 5 Nov 2026 (Growth option).
What is the expense ratio of Samco Active Momentum Fund (Direct)?
2.09% a year; the Regular plan's is 3.40%.
What return has Samco Active Momentum Fund given over 3 years?
14.1% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.
What does Samco Active Momentum Fund invest in?
Its largest holdings are Sterlite Technologies Limited, Religare Enterprises Limited, Welspun Corp Limited, with 55 stocks in all (September 2026 portfolio).
How is Samco Active Momentum Fund rated?
B: 29 of 49 Direct plans in Thematic: Other Themes, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Samco Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.