Samco Active Momentum Fund - Regular Growth
Fund Overview
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.
| Key Highlights |
|---|
| The scheme will rebalance in real time as soon as the system detects a gain or loss of momentum in a particular stock. |
| The scheme will hedge to protect the downside when there is no or low momentum in the markets. |
| The proprietary momentum-seeking algorithm scans a universe of 750 stocks, including MicroCaps to find stocks that are gaining momentum. |
|
Type of scheme
|
An open-ended equity scheme following momentum theme
|
|
Plans
|
|
|
Benchmark Index
|
Nifty 500 TRI
|
|
STP Frequency
|
|
|
Minimum Application Amount of scheme
|
₹ 5000 and in multiples of ₹ 1/- thereafter
|
|
Minimum Additional Application Amount
|
₹ 500 and in multiples of ₹ 1/- thereafter
|
|
Minimum SIP Amount
|
₹ 250 and in multiples of ₹ 1/- thereafter
|
|
Entry Load
|
Not applicable
|
|
Exit Load
|
(With effect from October 03, 2024) |
Fund Manager
|
Mr. Umeshkumar MehtaDirector, CIO & Fund Manager 
Mrs. Nirali BhansaliFund Manager 
Mr. Dhawal DhananiFund Manager 
Mr. Vishal ShindeFund Manager |
Portfolio| Issuers | Industry | % Of Net Assets | % to Derivatives |
|---|---|---|---|
| Indian Equity and Equity Related Total | 95.41 | 3.65 | |
| Adani Enterprises Limited | Metals & Minerals Trading | 7.63 | |
| Religare Enterprises Limited | Finance | 5.64 | |
| Sterlite Technologies Limited | Telecom - Equipment & Accessories | 5.40 | |
| HFCL Limited | Telecom - Services | 3.28 | |
| Laurus Labs Limited | Pharmaceuticals & Biotechnology | 2.62 | 0.43 |
| MTAR Technologies Limited | Electrical Equipment | 2.83 | |
| Ather Energy Limited | Automobiles | 2.81 | |
| Acutaas Chemicals Limited | Pharmaceuticals & Biotechnology | 2.72 | |
| Sansera Engineering Limited | Auto Components | 2.56 | |
| Welspun Corp Limited | Industrial Products | 2.48 | |
| Kirloskar Oil Engines Limited | Industrial Products | 2.10 | |
| Thangamayil Jewellery Limited | Consumer Durables | 2.03 | |
| Astra Microwave Products Limited | Aerospace & Defense | 1.94 | |
| Shilpa Medicare Limited | Pharmaceuticals & Biotechnology | 1.93 | |
| Syrma SGS Technology Limited | Industrial Manufacturing | 1.86 | |
| Schneider Electric Infrastructure Limited | Electrical Equipment | 1.84 | |
| R R Kabel Limited | Industrial Products | 1.83 | |
| Bharat Forge Limited | Auto Components | 1.01 | 0.79 |
| The Federal Bank Limited | Banks | 1.09 | 0.67 |
| Honasa Consumer Limited | Personal Products | 1.74 | |
| Inox India Limited | Industrial Products | 1.73 | |
| TD Power Systems Limited | Electrical Equipment | 1.69 | |
| Granules India Limited | Pharmaceuticals & Biotechnology | 1.67 | |
| Apar Industries Limited | Electrical Equipment | 1.65 | |
| Arvind Limited | Textiles & Apparels | 1.65 | |
| Hitachi Energy India Limited | Electrical Equipment | 1.01 | 0.63 |
| Multi Commodity Exchange of India Limited | Capital Markets | 1.52 | 0.12 |
| Belrise Industries Ltd. | Auto Components | 1.59 | |
| Cummins India Limited | Industrial Products | 1.20 | 0.36 |
| Avalon Technologies Limited | Electrical Equipment | 1.55 | |
| Bank of Maharashtra | Banks | 1.51 | |
| GE Vernova T&D India Limited | Electrical Equipment | 1.49 | |
| Adani Energy Solutions Limited | Power | 1.48 | |
| The Jammu & Kashmir Bank Limited | Banks | 1.46 | |
| Bharat Heavy Electricals Limited | Electrical Equipment | 1.39 | |
| Adani Power Limited | Power | 1.38 | |
| Navin Fluorine International Limited | Chemicals & Petrochemicals | 1.37 | |
| Chennai Petroleum Corporation Limited | Petroleum Products | 1.33 | |
| Thermax Limited | Electrical Equipment | 1.27 | |
| RBL Bank Limited | Banks | 1.26 | |
| The Karnataka Bank Limited | Banks | 1.26 | |
| Quality Power Electrical Eqp Ltd | Electrical Equipment | 1.25 | |
| Vedanta Limited | Diversified Metals | 1.24 | |
| The Great Eastern Shipping Company Limited | Transport Services | 1.21 | |
| National Aluminium Company Limited | Non - Ferrous Metals | 1.09 | 0.09 |
| Karur Vysya Bank Limited | Banks | 1.18 | |
| The South Indian Bank Limited | Banks | 1.15 | |
| Black Box Limited | IT - Services | 1.05 | |
| Union Bank of India | Banks | 0.40 | 0.45 |
| Vodafone Idea Limited | Telecom - Services | 0.80 | |
| Tata Motors Passenger Vehicles Limited | Automobiles | 0.24 | 0.11 |
| TREPS, Cash, Cash Equivalents and Net Current Asset | Cash & Cash Equivalents | 0.94 | |
| Grand Total | 100 |
Fund Performance (as on 2026-07-31)| Period | Fund Returns (%) | Benchmark Returns (%) | Additional Benchmark Returns (%) | Value of Investment of 10,000 | ||
|---|---|---|---|---|---|---|
| Fund (₹) | Benchmark (₹) | Additional Benchmark (₹) | ||||
| Regular Plan - Growth Option | ||||||
| Last 1 year | -0.92% | 3.37% | -0.43% | 9,908 | 10,337 | 9,957 |
| Last 3 years | 11.82% | 12.29% | 8.56% | 13,986 | 14,163 | 12,798 |
| Since Inception | 11.75% | 13.03% | 9.03% | 14,070 | 14,572 | 13,044 |
| Direct Plan - Growth Option | ||||||
| Last 1 year | 0.55% | 3.37% | -0.43% | 10,055 | 10,337 | 9,957 |
| Last 3 years | 13.40% | 12.29% | 8.56% | 14,588 | 14,163 | 12,798 |
| Since Inception | 13.33% | 13.03% | 9.03% | 14,690 | 14,572 | 13,044 |
Benchmark: Nifty 500 TRI Additional Benchmark: Nifty 50 TRI Inception/Allotment date: 05-Jul-23
Past performance may or may not be sustained in the future and is not a gurantee of any future returns. Returns computed on compounded annualised basis based on the NAV. Different Plans i.e. Regular Plan and Direct Plan under the scheme has different expense structure. The “since inception” returns of the scheme are calculated on Rs. 10/- invested at inception. The Fund is co-managed by Mr. Umeshkumar Mehta (since August 01, 2023), Mrs. Nirali Bhansali (since February 19, 2025), Mr. Dhawal Ghanshyam Dhanani (since inception), Mr. Vishal Shinde (since July 01, 2026) . In case, the start / end date of the concerned period is a non-business date (NBD), the NAV of the previous date is considered for computation of returns.
| Period | Amount invested (Rs) | Fund Value (Rs) | Fund Returns (%) | Benchmark value (Rs) | Benchmark Returns (%) | Additional Benchmark Value (Rs) | Additional Benchmark Returns (%) |
|---|---|---|---|---|---|---|---|
| Direct Plan - Growth Option | |||||||
| Last 1 year | 120,000 | 129,017.81 | 14.29% | 123,761 | 5.89% | 119,609 | -0.61% |
| Last 3 year | 360,000 | 393,819.29 | 5.93% | 402,133 | 7.33% | 384,933 | 4.40% |
| Since Inception | 360,000 | 393,819.29 | 5.93% | 402,133 | 7.33% | 384,933 | 4.40% |
| Regular Plan - Growth Option | |||||||
| Last 1 year | 120,000 | 128,065.96 | 12.75% | 123,761 | 5.89% | 119,609 | -0.61% |
| Last 3 year | 360,000 | 385,223.79 | 4.45% | 402,133 | 7.33% | 384,933 | 4.40% |
| Since Inception | 360,000 | 385,223.79 | 4.45% | 402,133 | 7.33% | 384,933 | 4.40% |
Benchmark: Nifty 500 TRI Additional Benchmark: Nifty 50 TRI Inception/Allotment date: 05-Jul-23
Past performance may or may not be sustained in the future and is not a gurantee of any future returns. For SIP returns, monthly investment of Rs.10,000 invested on the 1st business day of every month has been considered. CAGR Returns (%) are computed after accounting for the cash flow by using the XIRR method (investment internal rate of return). The Fund is co-managed by Mr. Umeshkumar Mehta (since August 01, 2023), Mrs. Nirali Bhansali (since February 19, 2025), Mr. Dhawal Ghanshyam Dhanani (since inception), Mr. Vishal Shinde (since July 01, 2026). In case, the start / end date of the concerned period is a non-business date (NBD), the NAV of the subsequent date is considered for computation of returns.
Frequently asked questions
It is a thematic fund that invests in stocks that exhibit momentum characteristics and sell those stocks when those stocks lose momentum.
Momentum works dues to behaviour biases of the investors in the financial markets. Investors are not always rational, they have limits to their control over emotions and are influenced by their own biases such as loss aversion, regret, anchoring and disposition biases. Because of all these human biases, there exists an opportunity in the momentum space which is more consistent and time tested strategy to make an alpha in the stock market.
It is a strategy to invest in winning stocks which are 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. The momentum strategy is based on buy high, sell higher or alternatively, cut your losses and let your winners run.
The scheme shall invest in stocks that exhibit momentum characteristics across market capitalisations i.e. Large Caps, Mid-Caps, Small Caps and Micro Cap companies. The fund intends to benefit from momentum in stock prices from short to medium term time frame. The fund makes trades based on trading signals generated by our intelligent algorithm. This algorithm has been developed by studying years of market data including price, volume, volatility, open interest, breakouts, relative strengths and correlations with appropriate weights on various data points. The Momentum investing is based on that gap in time that exists before mean reversion occurs. Momentum is usually seen in the short- to intermediate-term.
The universe for this fund will be Nifty 750 i.e. Nifty500 stocks and Nifty Micro cap 250 stocks.
There is no restriction on number of stocks in the fund. The scheme will hold stocks that are in momentum as deemed fit by the fund manager.
No, this scheme comes under the Distinctive Patterns Strategies which will have its own framework. This scheme does not heavily rely on quality of financials and has more emphasis on price, volume, breakouts and other technical indicators.
Nifty500 TRI will be the benchmark of the scheme.
Samco Active Momentum Fund - Regular Growth
|
SAMCO ACTIVE MOMENTUM FUND
(An open-ended equity scheme following momentum theme) |
|
|
This product is suitable for investors who are seeking* :
|
|
Scheme Risk-o-meter
The risk of the scheme is very high Benchmark Risk-o-meter
The risk of the Benchmark is very high |
|
|
Risk-o-meter for Scheme: Basis it's portfolio, for Benchmark (Nifty 500 TRI): Basis it's constituents as on June 30, 2026 |
|
|
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them. |
|
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
We will notify you once Samco Active Momentum Fund - Regular Growth opens for subscriptions.
Enter the OTP received on mobile number +91 
Edit
You are already on the notification list to invest in
Samco Active Momentum Fund - Regular Growth
You have been successfully added to the notification list to invest in
Samco Active Momentum Fund - Regular Growth .
+91 63572 22000
Easy & quick
