Samco Active Momentum Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 16.25 | 13.71 | N/A | N/A |
| Average Rolling Returns(%) | 7.37 | 13.97 | N/A | N/A |
The Current NAV of Samco Active Momentum Fund - Regular Plan - Growth is ₹15.10.
It is better to invest in a fund with a longer track record as Samco Active Momentum Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Samco Active Momentum Fund - Regular Plan - Growth fund’s expense ratio is 2.01%
The process for redemption is
The AUM of Samco Active Momentum Fund - Regular Plan - Growth is currently ₹775 Crores.
The Top three stocks are Sterlite Tech., Religare Enterprises and Welspun Corp and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 29% of fund’s portfolio respectively.
Top three sectors of Samco Active Momentum Fund - Regular Plan - Growth fund are Capital Goods, Others and BFSI accounting for 58% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Samco Active Momentum Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Umeshkumar Mehta and Nirali Bhansali manage the Samco Active Momentum Fund - Regular Plan - Growth Fund.
Samco Active Momentum Fund - Regular Plan - Growth current PE ratio is 60.00 and PB ratio is 9.23
The asset allocation of Samco Active Momentum Fund - Regular Plan - Growth is Stocks : 76.31%, Debt : 21.79% and Gold : 1.92%
The minimum SIP amount for Samco Active Momentum Fund - Regular Plan - Growth is ₹250.00 and minimum lumpsum is ₹5000.00
The exit load for Samco Active Momentum Fund - Regular Plan - Growth is 1% on or before 30 days, NIL after 30 days
