
Samco Active Momentum Fund(G)-Direct Plan
+13.80%
3Y annualised
+13.80%
3Y annualised
+0.00% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 13 Nov 2026
₹16.23
Min. SIP amount
₹250
Fund size (AUM)
766 Cr
Expense ratio
0.86%
Launched on
05 Jul 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹16.23
Min. SIP amount
₹250
Fund size (AUM)
766 Cr
Expense ratio
0.86%
Launched on
05 Jul 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
4.05%
Mid Cap
11.55%
Small Cap
73.31%
Others
5.57%
Sector Allocation
Capital Goods
15.50%
Healthcare
15.10%
Electricals
12.42%
Automobile & Ancillaries
8.76%
Bank
8.16%
Domestic Equities
5.41%
Logistics
5.11%
Trading
4.68%
Others
24.87%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 365D, Nil after 365D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Umeshkumar Mehta
Present
Nirali Bhansali
Present
Dhawal Ghanshyam Dhanani
Present
Vishal Shinde
Present
Similar/Peer Fund Comparison
ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan
Kotak Healthcare Fund(G)-Direct Plan
HDFC Pharma and Healthcare Fund(G)-Direct Plan
Mirae Asset Healthcare Fund(G)-Direct Plan
Edelweiss Recently Listed IPO Fund(G)-Direct Plan
SBI Automotive Opportunities Fund(G)-Direct Plan
WOC Pharma and Healthcare Fund(G)-Direct Plan
PGIM India Healthcare Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.
