Samco Active Momentum Fund - Regular Plan - Growth Option

Fund House: Samco Mutual Fund
Category: Equity: Thematic-Active-Momentum
Launch Date: 05-07-2023
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 2.25% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 887.59 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | Exit Load: • 1.00% if the investment is redeemed or switched out on or before 365 days from the date of allotment of units • No Exit Load will be charged if investment is redeemed or switched out after 365 days from the date of allotment of units. (With effect from October 03, 2024).

14.66

20.99%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment 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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 -0.95 - - - -
Quant Momentum Fund - Growth Option - Regular Plan 20-11-2023 -8.01 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

60.6%

Others

9.68%

Large Cap

8.81%

Mid Cap

20.91%

Feedback
Notification