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.
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.
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.
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.
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.
All performance is shown in INR currency
| 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 | - | - | - | - | - | - | - | - | - | - |
| 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 |
| 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 | |||||||
| 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 |
| Asset Class | Weight |
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| Market Capitalization | Weight |
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| Sectors | Weight |
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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
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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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Exit Load
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(With effect from October 03, 2024) |
| This product is suitable for investors who are
seeking* : |
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This product is suitable for investors who are seeking* :
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Risk-o-meter for Scheme: Basis it's portfolio, for Benchmark (Nifty 500 TRI): Basis it's constituents as on July 31, 2026 |
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*Investors should consult their financial advisers if in doubt about whether the product is suitable for them. |
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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.
The fund will be jointly managed by Mr. Umeshkumar Mehta, Mrs. Nirali Bhansali, Mr. Dhawal Ghanshyam Dhanani and Mr. Vishal Shinde.
Full Portfolio Holding PDF
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