Samco Active Momentum Fund - Direct 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 |
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| 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. |
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Type of scheme
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An open-ended equity scheme following momentum theme
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Plans
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Benchmark Index
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Nifty 500 TRI
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STP Frequency
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Minimum Application Amount of scheme
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₹ 5000 and in multiples of ₹ 1/- thereafter
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Minimum Additional Application Amount
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₹ 500 and in multiples of ₹ 1/- thereafter
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Minimum SIP Amount
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₹ 250 and in multiples of ₹ 1/- thereafter
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Entry Load
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Not applicable
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Exit Load
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(With effect from October 03, 2024) |
Fund Manager
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Mr. Umeshkumar MehtaDirector, CIO & Fund Manager 
Ms. Nirali BhansaliFund Manager 
Mr. Dhawal DhananiFund Manager 
Ms. Komal GroverFund Manager |
Portfolio| Issuers | Industry | % Of Net Assets | % to Derivatives |
|---|---|---|---|
| Indian Equity and Equity Related Total | 71.36 | -6.76 | |
| Religare Enterprises Limited | Finance | 5.20 | |
| Force Motors Limited | Automobiles | 3.00 | |
| Fortis Healthcare Limited | Healthcare Services | 2.20 | -0.10 |
| Marathon Nextgen Realty Limited | Realty | 2.03 | |
| Laurus Labs Limited | Pharmaceuticals & Biotechnology | 2.02 | |
| Godfrey Phillips India Limited | Cigarettes & Tobacco Products | 1.97 | |
| Max Financial Services Limited | Insurance | 1.82 | |
| One 97 Communications Limited | Financial Technology (Fintech) | 1.95 | -0.13 |
| GE Vernova T&D India Limited | Electrical Equipment | 1.81 | |
| Paradeep Phosphates Limited | Fertilizers & Agrochemicals | 1.67 | |
| Cartrade Tech Limited | Retailing | 1.59 | |
| Wockhardt Limited | Pharmaceuticals & Biotechnology | 1.54 | |
| Multi Commodity Exchange of India Limited | Capital Markets | 1.52 | |
| BSE Limited | Capital Markets | 1.51 | |
| Solar Industries India Limited | Chemicals & Petrochemicals | 1.51 | |
| Aditya Birla Capital Limited | Finance | 2.14 | -0.70 |
| InterGlobe Aviation Limited | Transport Services | 1.74 | -0.31 |
| JK Cement Limited | Cement & Cement Products | 1.42 | |
| HDFC Bank Limited | Banks | 1.39 | |
| Bharat Electronics Limited | Aerospace & Defense | 2.22 | -0.89 |
| Bharti Hexacom Limited | Telecom - Services | 1.30 | |
| Coromandel International Limited | Fertilizers & Agrochemicals | 1.30 | |
| Navin Fluorine International Limited | Chemicals & Petrochemicals | 1.29 | |
| Bharti Airtel Limited | Telecom - Services | 1.86 | -0.57 |
| Muthoot Finance Limited | Finance | 1.80 | -0.52 |
| Hitachi Energy India Limited | Electrical Equipment | 1.21 | |
| UPL Limited | Fertilizers & Agrochemicals | 1.23 | -0.02 |
| ITD Cementation India Limited | Construction | 1.14 | |
| Bajaj Finance Limited | Finance | 1.08 | |
| Bajaj Holdings & Investment Limited | Finance | 1.08 | |
| Lloyds Metals And Energy Limited | Minerals & Mining | 1.08 | |
| SBI Life Insurance Company Limited | Insurance | 1.19 | -0.11 |
| Divi's Laboratories Limited | Pharmaceuticals & Biotechnology | 1.07 | |
| HDFC Life Insurance Company Limited | Insurance | 1.97 | -0.93 |
| Manappuram Finance Limited | Finance | 1.53 | -0.49 |
| AU Small Finance Bank Limited | Banks | 1.59 | -0.60 |
| Garden Reach Shipbuilders & Engineers Limited | Aerospace & Defense | 0.98 | |
| Shree Cement Limited | Cement & Cement Products | 1.08 | -0.13 |
| HDFC Asset Management Company Limited | Capital Markets | 0.94 | |
| Cholamandalam Financial Holdings Limited | Finance | 0.88 | |
| Bajaj Finserv Limited | Finance | 1.61 | -0.75 |
| Bharat Dynamics Limited | Aerospace & Defense | 1.31 | -0.51 |
| Deepak Fertilizers and Petrochemicals Corporation Limited | Chemicals & Petrochemicals | 0.62 | |
| Vikran Engineering Limited | Miscellaneous | 0.61 | |
| Aster DM Healthcare Limited | Healthcare Services | 0.30 | |
| Glenmark Pharmaceuticals Limited | Pharmaceuticals & Biotechnology | 0.26 | |
| The Ramco Cements Limited | Cement & Cement Products | 0.24 | |
| Advent Hotels International Private Ltd. | Leisure Services | 0.23 | |
| Coforge Limited | IT - Software | 0.17 | |
| Welspun Corp Limited | Industrial Products | 0.16 | |
| TREPS, Cash, Cash Equivalents and Net Current Asset | Cash & Cash Equivalents | 35.40 | |
| Grand Total | 100 |
Fund Performance (as on 2025-08-31)| 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 | -11.71% | -4.41% | -2.01% | 8,829 | 9,559 | 9,799 |
| Since Inception | 15.19% | 16.24% | 12.69% | 13,570 | 13,840 | 12,941 |
| Direct Plan - Growth Option | ||||||
| Last 1 year | -10.50% | -4.41% | -2.01% | 8,950 | 9,559 | 9,799 |
| Since Inception | 16.79% | 16.24% | 12.69% | 13,980 | 13,840 | 12,941 |
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. 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) and Ms. Komal Grover (since July 17, 2025). 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 (%) |
|---|---|---|---|---|---|---|---|
| Regular Plan - Growth Option | |||||||
| Last 1 year | 120,000 | 112,621.00 | -11.23% | 121,253 | 1.95% | 122,111 | 3.29% |
| Since Inception | 250,000 | 257,761.00 | 2.86% | 274,314 | 8.84% | 273,136 | 8.41% |
| Direct Plan - Growth Option | |||||||
| Last 1 year | 120,000 | 113,399.00 | -10.07% | 121,253 | 1.95% | 122,111 | 3.29% |
| Since Inception | 250,000 | 261,752.00 | 4.31% | 274,314 | 8.84% | 273,136 | 8.41% |
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. 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) and Ms. Komal Grover (since July 17, 2025). 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 - Direct Growth
(An open-ended equity scheme following momentum theme)
This product is suitable for investors who are seeking* :
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
The risk of the scheme is very high
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Mutual fund investments are subject to market risks, read all scheme related documents carefully.
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