- Mutual Funds
- Samco Active Momentum Fund - Direct (G)
Samco Active Momentum Fund - Direct (G)
Sectoral / Thematic
- NAV 11.6 (1.31%)
- Fund Size (Cr) ₹430.72
- Expense Ratio 0.95
- Scheme Type Active Fund
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Value Research
- Minimum investment ₹5000
- Minimum Additional Investment ₹500
- Minimum SIP Investment ₹500
- Minimum Withdrawal ₹0
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Exit Load
0%
- Return Since Launch 14.5%
Basic Details
Paras Matalia
Nifty 500 TRI
OPEN
Lumpsum Returns
SIP Returns
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
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Top 10 stock holding in portfolio
Peer Comparison
- Scheme Name
- Value Research
- Asset Size (Cr)
- 1M
- 3M
- 6M
- 1Y
- 3Y
-
Samco Active Momentum Fund - Direct (G)
- 430.72
- 10.10%
- 10.95%
- -
- -
- -
-
HDFC Infrastructure Fund - Direct (G)
- 957.81
- 7.59%
- 9.40%
- 36.46%
- 41.80%
- 41.17%
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HDFC Infrastructure Fund - Direct (IDCW)
- 957.81
- 7.59%
- 9.40%
- 36.46%
- 41.77%
- 41.16%
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Nippon India Power & Infra Fund - Direct (Bonus)
- 2707.21
- 9.18%
- 11.87%
- 30.50%
- 40.36%
- 37.16%
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Nippon India Power & Infra Fund - Direct (G)
- 2707.21
- 9.18%
- 11.87%
- 30.50%
- 40.36%
- 37.16%
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Nippon India Power & Infra Fund - Direct (IDCW)
- 2707.21
- 9.18%
- 11.87%
- 30.50%
- 40.34%
- 37.15%
News
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Abhiroop Mukherjee appointed as Co-Fund Manager of Samco Overnight Fund
Samco Mutual Fund has announced that, Mr. Abhiroop Mukherjee, Senior Vice President ? Debt and Key Personnel of the Company has been appointed as a Co-Fund Manager for the below mentioned scheme(s) of Samco Mutual Fund (?the Scheme?), in addition to the existing Fund Manager of the Scheme, with effect from November 01, 2023.
Change in Fund Manager of Samco Overnight Fund:
Name of the Scheme Existing Fund Managers Revised Fund Managers PGIM India Midcap Opportunities Fund Mr. Dhawal Ghanshyam Dhanani (Fund Manager) Mr. Dhawal Ghanshyam Dhanani (Fund Manager), Mr. Abhiroop Mukherjee (Co-Fund Manager) Powered by Capital Market - Live News
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Smaco Mutual Fund Announces Appointment of Key Personnel
Samco Mutual Fund has announced that Mr. Abhiroop Mukherjee has been appointed as Fund Manager - Debt and Key Personnel of Samco Asset Management Private Limited with effect from October 16, 2023. His brief profile & work experience is given here under:
Details of Mr. Abhiroop Mukherjee
Age: 41 years
Designation: Fund Manager - Debt
Qualification: PGPBF - NIBM Pune, B.Com(H) Calcutta University
Powered by Capital Market - Live News
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Samco MF Announces Appointment of Co-Fund Manager in scheme(s) under its schemes
Samco Mutual Fund has announced that, Mr. Umeshkumar Mehta, Chief Investment Officer and Key Personnel of the Company has been appointed as a Co-Fund Manager for the below mentioned schemes of Samco Mutual Fund (?the Schemes?), in addition to the existing Fund Manager of the Schemes, with effect from August 01, 2023.
Change in Fund Management Responsibilities:
Name of Scheme Existing Fund Manager New Fund Manager Samco Flexi Cap Fund Mrs. Nirali Bhansali (Fund Manager) and Mr. Dhawal Ghanshyam Dhanani (Dedicated Fund Manager - Overseas Investment) Mrs. Nirali Bhansali (Fund Manager), Mr. Umeshkumar Mehta (Co-Fund Manager) and Mr. Dhawal Ghanshyam Dhanani (Dedicated Fund Manager - Overseas Investment) Samco ELSS Tax Saver Fund Mrs. Nirali Bhansali (Fund Manager) Mrs. Nirali Bhansali (Fund Manager) and Mr. Umeshkumar Mehta (Co-Fund Manager) Samco Active Momentum Fund Mr. Paras Matalia (Fund Manager) and Mr. Dhawal Ghanshyam Dhanani (Dedicated Fund Manager - Overseas Investment) Mr. Paras Matalia (Fund Manager), Mr. Umeshkumar Mehta (Co-Fund Manager) and Mr. Dhawal Ghanshyam Dhanani (Dedicated Fund Manager - Overseas Investment) Powered by Capital Market - Live News
Fund House Details & Investment Objective
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Date of Incorporation
15-Jun-2023
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Total AUM (Cr)
₹430.72
Samco Active Momentum Fund - Direct (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Samco Mutual Fund. Launched in Jun 2023, this fund is managed by Paras Matalia. With assets under management (AUM) worth ₹430.72 (Cr), as of 30-Nov-2023, Samco Active Momentum Fund - Direct (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 14.5% since its launch.
The current NAV of Samco Active Momentum Fund - Direct (G) is ₹11.6, as on 30-Nov-2023. The fund’s benchmark index is Nifty 500 TRI. You can invest in Samco Active Momentum Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹5000.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
2.00% if the investment is redeemed or switched out on or before 365 days from the date of allotment of units No Exit Load will be charged if investement is redeemed or switched out after 365 days from the date of allotment of units.
The fund has generated - and - CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 84.75% in Equity, 15.42% in Debt and -0.17% in cash and cash equivalents
The top 5 sectors the fund invests in are: 16.56% in Finance, 12.66% in Debt, 11.85% in Pharmaceuticals & Biotechnology, 7.55% in Industrial Products and 5.09% in Construction.
FAQs on Samco Active Momentum Fund - Direct (G)
Samco Active Momentum Fund - Direct (G) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of 14.5% since inception. Looking to invest in Samco Active Momentum Fund - Direct (G)? How about earning 1% extra return? All this is possible with m.Stock! Investing in Samco Active Momentum Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Samco Active Momentum Fund - Direct (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Samco Active Momentum Fund - Direct (G) today and reap the benefits of this Sectoral / Thematic fund!
In the short term, i.e., 1 year, Samco Active Momentum Fund - Direct (G) has generated annualised return of -. In the long-term, the fund has generated - and - in 3 and 5 years respectively. Since its inception, the fund has generated 14.5% returns.
The expense ratio of Samco Active Momentum Fund - Direct (G) Direct Growth is 0.95%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.
The Assets Under Management (AUM) of Samco Active Momentum Fund - Direct (G) is ₹430.72 (Cr) as of 30 November 2023. AUM shows the fund’s popularity and is often indicative of fund strength.
Redeeming or selling units of Samco Active Momentum Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Samco Active Momentum Fund - Direct (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Samco Active Momentum Fund - Direct (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Yes, you can invest both lumpsum and SIP in Samco Active Momentum Fund - Direct (G). Minimum lumpsum investment Samco Active Momentum Fund - Direct (G) is ₹5000 and minimum SIP amount is ₹500. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.
The latest NAV (Net Asset Value) of Samco Active Momentum Fund - Direct (G) is ₹11.6 as on 30 November 2023.
The 5 biggest stock holdings of Samco Active Momentum Fund - Direct (G) are:
Man Infra (5.01%), CreditAcc. Gram. (4.47%), Tips Industries (4.31%), I D F C (4.25%), Ajanta Pharma (4.11%)
A majority of Samco Active Momentum Fund - Direct (G) 's AUM worth ₹430.72 (Cr) is invested in these 3 top sectors:
- Finance: 16.56%
- Debt: 12.66%
- Pharmaceuticals & Biotechnology: 11.85%
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