Samco Active Momentum Fund
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
Growthvine rating: 4/5 — ranked #39 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹14.29 (as of 2026-10-23) |
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| AUM | ₹752 Cr |
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| Expense ratio | 2.01% |
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| Riskometer | Very High |
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| Fund manager | Umeshkumar Mehta |
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| Exit load | 1% for redemption within 30 days |
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Performance & risk
| Sharpe ratio | 0.5 |
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| Standard deviation | 17.56% |
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| Max drawdown | −26.29% |
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| Alpha | 4.03 |
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| Beta | 0.75 |
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Over 5 years, captured 64.7% of NIFTY Alpha 50's upside and 50.4% of its downside.
Market cap allocation
| Large cap | 8.8% |
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| Mid cap | 11.0% |
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| Small cap | 80.2% |
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Concentration
| Top 5 holdings | 18.5% |
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| Top 10 holdings | 29.3% |
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| Total holdings | 63 |
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Top holdings
- Clearing Corporation of India Ltd — 21.0%
- Sterlite Technologies Limited. — 5.5%
- Religare Enterprises Ltd — 4.5%
- Welspun Corp Limited — 3.1%
- Laurus Labs Limited — 2.8%
- Shilpa Medicare Ltd. — 2.7%
- HFCL LIMITED — 2.4%
- Sansera Engineering Limited — 2.2%
- Diamond Power Infrastructure Limited — 2.1%
- MTAR Technologies Limited — 2.1%
Top sectors
- Cash — 20.5%
- Electricals — 12.7%
- Pharma & Biotech — 10.8%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 9.7% | Q1 (Top) | #4 of 167 |
| 2025 | −15.5% | Q4 (Bottom) | #131 of 132 |
| 2024 | 26.7% | Q1 (Top) | #14 of 86 |