Samco Active Momentum Fund - Regular Plan - Growth Option
Fund House: Samco Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 05-07-2023 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.3% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 745.73 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: Exit load of 2%, if redeemed within 365 days. |
12.96
0.05 (0.3858%)
29.34%
Benchmark: 12.64%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 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
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 | - | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 77.47 | 40.43 | 29.62 | 23.59 | 19.16 |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 52.5 | 29.59 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 52.2 | 27.39 | 26.31 | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 50.37 | 29.31 | 31.07 | 22.67 | - |
| SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 49.48 | 16.93 | 17.95 | 21.98 | 17.17 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 48.41 | 28.43 | 24.66 | 19.75 | - |
| Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 47.35 | 19.27 | 18.56 | 18.28 | 15.4 |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 46.55 | 23.93 | 26.12 | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 46.18 | 21.42 | 18.72 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.15%
Others
31.44%
Large Cap
30.13%
Mid Cap
10.28%
