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Samco Active Momentum Fund - Regular Plan - Growth Option

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Category: Equity: Thematic-Others
Launch Date: 05-07-2023
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.27% As on (31-07-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 768.17 Cr As on (31-05-2024)
Turn over:
NAV as on 06-09-2024

15.05

-0.31 (-2.0598%)

CAGR Since Inception

42.17%

NIFTY 500 TRI 12.98%

PERFORMANCE of Samco Active Momentum Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 06-09-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Samco Active Momentum Fund - Regular Plan - Growth Option 43.47 - - - 42.17
NIFTY 500 TRI 39.05 18.39 23.12 15.1 12.98
Equity: Thematic-Others 42.21 19.94 25.16 15.45 24.83

Yearly Performance (%)

Nav Movement

Fund Managers

Dhawal Ghanshyam Dhanani, Umeshkumar Mehta, Paras Matalia

Investment Objective

The Scheme seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit positive price momentum - based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly

RETURNS CALCULATOR for Samco Active Momentum Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Samco Active Momentum Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Samco Active Momentum Fund - Regular Plan - Growth Option
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Samco Active Momentum Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 06-09-2024
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Samco Active Momentum Fund - Regular Plan - Growth Option 05-07-2023 43.47 0.0 0.0 0.0 0.0
HDFC Defence Fund - Growth Option 05-06-2023 79.97 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 63.22 44.99 28.87 30.1 17.88
Quant Business Cycle Fund - Growth Option - Regular Plan 30-05-2023 56.82 0.0 0.0 0.0 0.0
ICICI Prudential Innovation Fund - Growth 05-04-2023 53.67 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 49.56 32.14 24.56 25.03 15.38
HDFC Housing Opportunities Fund - Growth Option 06-12-2017 46.45 34.31 23.3 22.41 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 45.26 31.82 24.22 0.0 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 45.16 32.29 22.53 25.01 15.63
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 05-09-2021 43.86 28.29 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Samco Active Momentum Fund - Regular Plan - Growth Option

Asset Allocation (%)