Samco Active Momentum Fund - Regular Plan - Growth Option
Expense Ratio: 2.29
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 15-06-2023
Exit Load: Nil
Fund Size:₹715.22 Cr
Performance
1Y
Fund12.57%
Cat. Avg.N/A
2Y
Fund0.67%
Cat. Avg.N/A
3Y
Fund12.66%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund13.45%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Sterlite Technologies Limited | 49.40 | 6.98% |
| 2 | Religare Enterprises Limited | 44.89 | 6.34% |
| 3 | Cupid Limited | 44.02 | 6.22% |
| 4 | Clearing Corporation of India Ltd | 40.14 | 5.67% |
| 5 | MTAR Technologies Limited | 29.51 | 4.17% |
| 6 | Kirloskar Oil Engines Limited | 21.94 | 3.10% |
| 7 | Acutaas Chemicals Limited | 21.08 | 2.98% |
| 8 | Thangamayil Jewellery Limited | 18.53 | 2.62% |
| 9 | Sansera Engineering Limited | 18.29 | 2.58% |
| 10 | TD Power Systems Limited | 17.79 | 2.51% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 66975 | +11.6% | +25.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.31 L. | +9.2% | +9.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.00 L. | +11.1% | +7.3% |
| SI | 07 Aug, 23 | 1.95 L. | 2.22 L. | +13.9% | +8.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.13 L. | +12.6% | +12.6% |
| 2Y | 16 Oct, 24 | 1 L. | 1.01 L. | +1.3% | +0.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.43 L. | +43.0% | +12.7% |
| SI | 12 Jul, 23 | 1 L. | 1.51 L. | +51.0% | +13.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.