{"id":256940,"date":"2026-09-18T13:33:29","date_gmt":"2026-09-18T08:03:29","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/"},"modified":"2026-09-18T13:33:29","modified_gmt":"2026-09-18T08:03:29","slug":"samco-active-momentum-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/","title":{"rendered":"Samco Active Momentum Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/samco-active-momentum-fund-g-direct-plan\">Samco Active Momentum Fund Direct Growth Plan<\/a> is at a NAV of \u20b915.99 as of 17 Sep 2026, with scheme AUM of \u20b9751 Cr. Its 1-year, 3-year and 5-year returns are 12.54%, 14.87% and 0%, respectively, and it sits in the High Risk category.<\/p>\n<p>Our view is that this is a differentiated equity fund for investors who can tolerate sharp swings and are comfortable with a portfolio that does not track the broad index closely. The recent return pattern is stronger than the benchmark, but the longer-term picture is mixed because the fund\u2019s 5-year return is not available as a meaningful track record and the benchmark comparison has not been steady across all periods.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Samco_Active_Momentum\" title=\"Should you BUY or HOLD Samco Active Momentum?\">Should you BUY or HOLD Samco Active Momentum?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Samco_Active_Momentum_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Samco Active Momentum Fund Direct Growth Plan?\">What is the current NAV of Samco Active Momentum Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#What_are_the_1-year_3-year_and_5-year_returns\" title=\"What are the 1-year, 3-year and 5-year returns?\">What are the 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#How_has_the_fund_done_versus_the_benchmark\" title=\"How has the fund done versus the benchmark?\">How has the fund done versus the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#How_does_it_compare_with_peer_funds_on_recent_returns\" title=\"How does it compare with peer funds on recent returns?\">How does it compare with peer funds on recent returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#Is_there_a_minimum_SIP_amount\" title=\"Is there a minimum SIP amount?\">Is there a minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#What_risk_and_portfolio_features_stand_out\" title=\"What risk and portfolio features stand out?\">What risk and portfolio features stand out?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/samco-active-momentum-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b915.99 as of 17 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9751 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.86%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>05 Jul 2023<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9250<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 365D, Nil after 365D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Umeshkumar Mehta, Nirali Bhansali, Dhawal Ghanshyam Dhanani, Vishal Shinde<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Umeshkumar Mehta, Nirali Bhansali, Dhawal Ghanshyam Dhanani and Vishal Shinde.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>1.78%<\/td>\n<td>-3.66%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>7.24%<\/td>\n<td>-3.71%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>12.54%<\/td>\n<td>-7.13%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>14.87%<\/td>\n<td>5.82%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund has been stronger than the benchmark over the recent 1-month, 3-month and 1-year periods. That matters because the benchmark itself has been soft over those same horizons, so the fund\u2019s positive figures show it held up better in a difficult market backdrop.<\/p>\n<p>The 3-year return is also positive at 14.87%, which suggests the strategy has been able to compound over a fuller market cycle. At the same time, the benchmark\u2019s 3-year return of 5.82% is lower, so the fund has still stayed ahead on a medium-term basis.<\/p>\n<p>The bigger caution is that the fund launched in July 2023, so the 5-year return is not available in a meaningful sense. That means our read-through has to lean more on the shorter track record and on how the fund behaved through the 3-year period rather than on a long-established history.<\/p>\n<p>The return pattern also looks uneven enough to deserve attention. The shorter-term recovery is visible, but it does not erase the fact that this is a high-risk equity strategy that can move materially over time and may not suit investors who want a smooth ride.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Samco_Active_Momentum\"><\/span>Should you BUY or HOLD Samco Active Momentum?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Samco Active Momentum? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/samco-active-momentum-fund-g-direct-plan\">Samco Active Momentum Fund Direct Growth Plan<\/a><\/td>\n<td>12.54%<\/td>\n<td>14.87%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-strategic-metal-and-energy-equity-fof-g-direct-plan\">ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan<\/a><\/td>\n<td>69.8%<\/td>\n<td>36.32%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-pharma-and-healthcare-fund-g-direct-plan\">HDFC Pharma and Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>25.31%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-healthcare-fund-g-direct-plan\">Kotak Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>25.27%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-active-momentum-fund-g-direct-plan\">Motilal Oswal Active Momentum Fund Direct Growth Plan<\/a><\/td>\n<td>24.51%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/pgim-india-healthcare-fund-g-direct-plan\">PGIM India Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>22.75%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. The fund\u2019s 1-year return trails the strongest peer readings in the table, especially ICICI Pru Strategic Metal and Energy Equity FoF, but it remains ahead of the benchmark. On the medium-term side, the 3-year return is healthier than the benchmark and is the only longer-horizon peer figure in this set, so the short-term comparison looks weaker than the medium-term one.<\/p>\n<p>Because most peer 3-year and 5-year figures are not available, the peer picture is split: the 1-year data points show this fund sitting below several specialised peers, while the available 3-year data still confirms positive compounding. That makes the recent peer comparison more about relative momentum than about a complete long-term contest.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Sterlite Technologies Limited<\/td>\n<td>Electricals<\/td>\n<td>6.29%<\/td>\n<\/tr>\n<tr>\n<td>Clearing Corporation of India Ltd<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>5.84%<\/td>\n<\/tr>\n<tr>\n<td>Religare Enterprises Limited<\/td>\n<td>Finance<\/td>\n<td>4.92%<\/td>\n<\/tr>\n<tr>\n<td>Ather Energy Limited<\/td>\n<td>Domestic Equities<\/td>\n<td>3.89%<\/td>\n<\/tr>\n<tr>\n<td>HFCL Limited<\/td>\n<td>Telecom<\/td>\n<td>3.84%<\/td>\n<\/tr>\n<tr>\n<td>Welspun Corp Limited<\/td>\n<td>Iron &amp; Steel<\/td>\n<td>3.41%<\/td>\n<\/tr>\n<tr>\n<td>Shilpa Medicare Limited<\/td>\n<td>Healthcare<\/td>\n<td>3.08%<\/td>\n<\/tr>\n<tr>\n<td>Mtar Technologies Limited<\/td>\n<td>Capital Goods<\/td>\n<td>2.99%<\/td>\n<\/tr>\n<tr>\n<td>Sansera Engineering Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.86%<\/td>\n<\/tr>\n<tr>\n<td>Avalon Technologies Limited<\/td>\n<td>Electricals<\/td>\n<td>2.68%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 39.8% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/samco-active-momentum-fund-g-direct-plan\">Samco Active Momentum Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, Sterlite Technologies Limited, carries a 6.29% weight, which is meaningful but not dominant on its own. The drop from the first holding to the tenth is moderate rather than extreme, and that suggests the fund is not relying on a single position to drive outcomes.<\/p>\n<p>At the same time, the top 10 names together make up 39.8% of the portfolio, while 52 holdings are disclosed overall. That mix points to a portfolio that spreads exposure across a reasonably long tail, even though the leading positions still could have greater influence on short-term returns.<\/p>\n<p>Some of the largest weights sit in Electricals, Finance, Telecom and Industrial-linked names, so performance may be sensitive to how these themes behave. The cash and cash-equivalent holding is also notable in the second spot, which may help liquidity but also means the active momentum posture is not fully deployed into operating businesses at all times.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors with a high tolerance for volatility and a willingness to stay invested for at least a medium-term horizon. The High Risk label matters here, because the portfolio can move sharply and the recent return profile has been uneven even though the 1-year and 3-year figures are positive.<\/p>\n<p>It is more relevant for investors who are comfortable with an active equity approach that may diverge from the Nifty 50 rather than tracking it closely. The trade-off is straightforward: you are accepting a more erratic path in exchange for the possibility of stronger upside when the strategy\u2019s momentum calls work well.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The exit load is 1% if units are sold on or before 365D, and nil after 365D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Samco_Active_Momentum_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Samco Active Momentum Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b915.99 as of 17 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_1-year_3-year_and_5-year_returns\"><\/span>What are the 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is 12.54%, the 3-year return is 14.87%, and the 5-year return is not available in a meaningful way for this fund\u2019s current history.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_done_versus_the_benchmark\"><\/span>How has the fund done versus the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has been ahead of the Nifty 50 over 1 month, 3 months, 1 year and 3 years. The benchmark figures are weaker over the shorter periods and lower over 3 years as well.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_peer_funds_on_recent_returns\"><\/span>How does it compare with peer funds on recent returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is below several specialised peers in the table, but it still sits above the benchmark and the available 3-year number remains positive.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Is_there_a_minimum_SIP_amount\"><\/span>Is there a minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund allows SIP investment, but a minimum SIP amount is not stated here.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_risk_and_portfolio_features_stand_out\"><\/span>What risk and portfolio features stand out?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is marked High Risk, and the portfolio is led by Sterlite Technologies Limited at 6.29% with the top 10 holdings together accounting for about 39.8% of the portfolio. The exit load is 1% if units are sold on or before 365D, and nil after that.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Samco Active Momentum Fund Direct Growth Plan shows a stronger recent picture than its benchmark, and the 3-year return also supports the idea that the strategy can compound over time. The peer comparison is less flattering on the 1-year number, but the available 3-year evidence still looks constructive. With a High Risk profile and a portfolio led by a 6.29% largest holding plus a relatively broad 52-stock roster, it is better suited to investors who can handle volatility and want an active equity style rather than a steady index-like experience.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 18 September 2026 at 1:32 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Samco Active Momentum Fund Direct Growth Plan\",\"identifier\":\"samco-active-momentum-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"05 Jul 2023\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":15.99,\"valueReference\":\"as of 17 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"751 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.86\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":12.54},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":14.87},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Umeshkumar Mehta, Nirali Bhansali, Dhawal Ghanshyam Dhanani, Vishal Shinde\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Samco Active Momentum Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b915.99 as of 17 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is 12.54%, the 3-year return is 14.87%, and the 5-year return is not available in a meaningful way for this fund\u2019s current history.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund done versus the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has been ahead of the Nifty 50 over 1 month, 3 months, 1 year and 3 years. The benchmark figures are weaker over the shorter periods and lower over 3 years as well.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on recent returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is below several specialised peers in the table, but it still sits above the benchmark and the available 3-year number remains positive.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund allows SIP investment, but a minimum SIP amount is not stated here.\"}},{\"@type\":\"Question\",\"name\":\"What risk and portfolio features stand out?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is marked High Risk, and the portfolio is led by Sterlite Technologies Limited at 6.29% with the top 10 holdings together accounting for about 39.8% of the portfolio. The exit load is 1% if units are sold on or before 365D, and nil after that.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Samco Active Momentum Fund Direct Growth Plan is a High Risk equity fund with a NAV of \u20b915.99 as of 17 Sep 2026. Its 1Y, 3Y and 5Y returns are 12.54%, 14.87% and 0%.<\/p>\n","protected":false},"author":38,"featured_media":256939,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-256940","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["256939"],"rank_math_title":["Samco Active Momentum Fund NAV, Returns &amp; Review"],"rank_math_description":["Samco Active Momentum Fund Direct Growth Plan review: NAV \u20b915.99, 1Y return 12.54%, 3Y return 14.87%, High Risk."],"rank_math_focus_keyword":["Samco Active Momentum Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Samco_Active_Momentum_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_bullish.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/256940","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=256940"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/256940\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/256939"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=256940"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=256940"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=256940"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}