Samco Active Momentum Fund - Regular Growth

About Scheme: 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.
Active Share:
Active Share
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Fund Overview

Investment 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.

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.


All Holdings (as on 2023-08-31)

Issuers Industry % Of Net Assets
Man Infraconstruction Limited Construction 4.93
IDFC Limited Finance 4.58
Ajanta Pharma Limited Pharmaceuticals & Biotechnology 4.07
CreditAccess Grameen Limited Finance 4.01
TIPS Industries Limited Entertainment 4.00
FDC Limited Pharmaceuticals & Biotechnology 3.84
Ratnamani Metals & Tubes Limited Industrial Products 3.10
Natco Pharma Limited Pharmaceuticals & Biotechnology 2.79
Mahindra Holidays & Resorts India Limited Leisure Services 2.47
ICRA Limited Capital Markets 2.45
Electrosteel Castings Limited Industrial Products 2.41
Ramkrishna Forgings Limited Industrial Products 2.32
Cochin Shipyard Limited Industrial Manufacturing 2.25
Inox Wind Limited Electrical Equipment 1.94
Tata Communications Limited Telecom - Services 1.85
Datamatics Global Services Limited IT - Services 1.69
Elecon Engineering Company Limited Industrial Manufacturing 1.68
Just Dial Limited Retailing 1.59
Parag Milk Foods Limited Food Products 1.43
Maruti Suzuki India Limited Automobiles 1.42
Sarda Energy & Minerals Limited Ferrous Metals 1.24
Bajaj Finance Limited Finance 1.17
SJVN Limited Power 1.10
Tech Mahindra Limited IT - Software 1.10
Nippon Life India Asset Management Limited Capital Markets 1.05
HCL Technologies Limited IT - Software 1.03
Hero MotoCorp Limited Automobiles 1.03
LIC Housing Finance Limited Finance 1.01
Zensar Technologies Limited IT - Software 1.00
Power Finance Corporation Limited Finance 0.94
HDFC Life Insurance Company Limited Insurance 0.88
Welspun India Limited Textiles & Apparels 0.76
Vesuvius India Limited Industrial Products 0.74
Radico Khaitan Limited Beverages 0.73
Newgen Software Technologies Limited IT - Software 0.59
Mishra Dhatu Nigam Limited Aerospace & Defense 0.43
Cipla Limited Pharmaceuticals & Biotechnology 0.24
Five Star Business Finance Limited Finance 0.23
TREPS, Cash, Cash Equivalents and Net Current Asset Cash & Cash Equivalents 29.91
Grand Total100

Industry wise Allocation

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.

Samco Active Momentum Fund - Regular Growth

Active Share:
Active Share
Click on the link to learn in detail about Samco Flexi Cap Funds Active Share



Very High

Important :We shall notify to accept fresh subscriptions in the form of fresh purchases, additional purchases, switch-in, new systematic registrations for SIP and STP-in.

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(An open-ended equity scheme following momentum theme)

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;

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

(The product labelling assigned during the New Fund Offer is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when actual investments are made)

Samco Active Momentum Fund

Investors understand that their principal will be at very high risk

Nifty 500 TRI
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Mutual fund investments are subject to market risks, read all scheme related documents carefully.

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