Samco Active Momentum Fund Regular-Growth
Equity
Thematic-Factor-based
₹0.39% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹752 Cr
- Created on3 July 2023
Fund Ranking
#2
/ 35 in Thematic-Factor-based
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month27.1%
- 1 Year14.5%
- 3 Year (CAGR)14.6%
- All Time (CAGR)14.4%
Category Return
- 6 Month7.8%
- 1 Year1.5%
- 3 Year (CAGR)10.2%
- All Time (CAGR)10.9%
Asset Allocation
- Equity97.0%
- Debt5.8%
- Other-2.9%
Top 5 Holdings
Top 5 Sectors
- Avanti Feeds0.37%
- Force Motors1.37%
- Bank of India0.15%
- Bank of India0.75%
- Bharat Forge0.95%
Fund Information
- Expense Ratio3.23%
- Exit LoadExit load of 1%, if redeemed within 30 days.
- Lock-In PeriodNo Lock-In
Managed By
Komal Grover
July 2025 - Present
Vishal Shinde
July 2026 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.53 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 17.51 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 4.03 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.77