Samco Active Momentum Fund

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About the Fund

Fund 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.

Fund Description

Samco Active Momentum Fund is India’s 1st active momentum fund which aims to invest in stocks that show momentum characteristics such as breakouts, price leadership, etc. using a proprietary momentum-seeking algorithm to generate superior risk-adjusted returns.

Why Invest in this Fund?

01

Aims to generate long-term capital appreciation by investing in stocks exhibiting strong momentum, based on the principle that outperforming stocks tend to continue performing well over time.

02

Invests across market capitalizations using a data-driven approach, leveraging an intelligent algorithm built on factors such as price, volume, volatility, breakouts, and relative strength.

03

Follows an active strategy of buying stocks during strong price breakouts and exiting during price weakness, dynamically adapting to changing market trends and sector performance.

NAV Journey

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All performance is shown in INR currency

Lumpsum Performance
SIP Performance
Cumulative Performance

Cumulative performance

(as on 31/07/2026)
Loading performance…
Instrument YTD 1M 3M 6M 1Y 3Y 5Y 10Y From Inception From Inception annualised
Samco Active Momentum Fund - Direct Growth - - - - - - - - - -
Fund Benchmark – Nifty 500 TRI - - - - - - - - - -

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.

Historical Returns (As Per SEBI format) as of -- with investment of ₹ 10,000

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Period Fund Returns (%) Benchmark Returns (%) Additional Benchmark Returns (%) Value of Investment of 10,000
Fund (₹) Benchmark (₹) Additional Benchmark (₹)
Direct Plan - Growth Option
1 Year 46.4% 46.4% 46.4% ₹ 14,640 ₹ 14,640 ₹ 14,640
3 Year 21.22% 46.4% 46.4% ₹ 14,640 ₹ 14,640 ₹ 14,640
5 Year 21.22% 46.4% 46.4% ₹ 14,640 ₹ 14,640 ₹ 14,640
Since Inception 21.22% 46.4% 46.4% ₹ 14,640 ₹ 14,640 ₹ 14,640

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.

Performance of SIP (As Per SEBI format) as of -- with investment of ₹ 10,000

Loading SIP performance…
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

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.

Performance Table / Total Return %

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Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec
2010 - - - - - - - - - - +4.1 +6.1
2011 - - - - - - - - - - +4.1 +6.1
2012 - - - - - - - - - - +4.1 +6.1
2013 - - - - - - - - - - +4.1 +6.1
2014 - - - - - - - - - - +4.1 +6.1
2015 - - - - - - - - - - +4.1 +6.1
2016 - - - - - - - - - - +4.1 +6.1

Historical Returns Snapshot

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Exposure Breakdown

Asset Class
Market Cap
Sectors
Asset ClassWeight
(as on --)
Market CapitalizationWeight
(as on --)
SectorsWeight
(as on --)

Fund Managers

Mr. Umeshkumar Mehta

Mr. Umeshkumar Mehta

Director, CIO & Fund Manager

See funds managed >>
Mrs. Nirali Bhansali

Mrs. Nirali Bhansali

Fund Manager

See funds managed >>
Mr. Dhawal Dhanani

Mr. Dhawal Dhanani

Fund Manager

See funds managed >>
Mr. Vishal Shinde

Mr. Vishal Shinde

Fund Manager

See funds managed >>

Fund Documents

download
Samco Active Momentum Fund SID
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Samco Active Momentum Fund KIM
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Samco Active Momentum Fund One Pager

Fund Details

Type of scheme
An open-ended equity scheme following momentum theme
Plans
  • Direct Growth
  • Regular Growth
Benchmark
Nifty 500 TRI
STP Frequency
  • Normal STP - daily, weekly, fortnightly, monthly, quarterly
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
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)

Risk-o-meter

This product is suitable for investors who are seeking* :
Scheme Risk-o-meter
Scheme Risk-o-Meter
The risk of the scheme is Very High
Benchmark Risk-o-meter
Benchmark Risk-o-Meter
The risk of the Benchmark is Very High

This product is suitable for investors who are seeking* :

  • Long Term Capital Appreciation;
  • An actively managed thematic equity scheme that invests in stocks exhibiting momentum characteristics;

Risk-o-meter for Scheme: Basis it's portfolio, for Benchmark (Nifty 500 TRI): Basis it's constituents as on July 31, 2026

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Frequently asked questions

What is a Momentum themed Scheme?

It is a thematic fund that invests in stocks that exhibit momentum characteristics and sell those stocks when those stocks lose momentum.

Why does Momentum work?

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.

What is Momentum investing?

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.

How does Samco define and identify Momentum?

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.

What is the universe for stock selection for this fund?

The universe for this fund will be Nifty 750 i.e. Nifty500 stocks and Nifty Micro cap 250 stocks.

How many stocks would the fund hold?

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.

Will this fund also follow the HexaShield Framework?

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.

What is the benchmark of the scheme?

Nifty500 TRI will be the benchmark of the scheme.

Frequently asked questions

This product is suitable for investors who are seeking* :
Risk-o-meter
Investors understand that their principal will be at very high risk
Risk-o-meter
Investors understand that their principal will be at very high risk
  • Capital Appreciation & Income Generation over medium to long term
  • Investment in a dynamically managed portfolio of equity & equity related instruments and debt & money market securities

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

(It may be noted that risk-o-meter of the Scheme specified above is based on the scheme characteristics and may vary post NFO, when the actual investments are made. The same shall be updated in accordance with provisions of SEBI circular dated October 5, 2020 on Product labelling in mutual fund schemes on ongoing basis)
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.