Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Samco Active Momentum Fund - Regular Plan - Growth Option
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 47/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)15.53%
- Expense ratio (20%)1.94%
- AUM (15%)₹684 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Samco Mutual Fund · Equity · Thematic
₹16.4
AUM: ₹683 Cr
NAV updated 20 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
1.94%
Exit Load
Exit load of 1%, if redeemed within 365 days.
Fund Manager
Umeshkumar Mehta
Inception
Jul 2023
Benchmark
NIFTY 500 Total Return Index
Sharpe Ratio
0.9
Std Dev (1Y)
15.61%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+6.36%
3m
+12.48%
6m
+28.33%
1y
+17.04%
3y
+15.53%
5y
—
10y
—
since inception
+15.26%
TopFund's Take on Samco Active Momentum Fund - Regular Plan - Growth Option
Samco Active Momentum Fund - Regular Plan - Growth Option lags behind most of its peers in the Thematic category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 47/100.
Cost: At 1.94%, the expense ratio runs 96% above the Thematic category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.9 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 15.61% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
Aditya Birla Sun Life Nifty India Defence Index Fund-Direct Growth
Aditya Birla Sun Life Mutual Fund
Nippon India Nifty Auto Index Fund - Direct Plan- Growth Option
Nippon India Mutual Fund
TATA India Consumer Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Tata Mutual Fund
ICICI Prudential BHARAT 22 FOF - Direct Plan Cumulative Option
ICICI Prudential Mutual Fund
Groww Nifty India Defence ETF
Groww Mutual Fund
TATA India Consumer Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Samco Active Momentum Fund - Regular Plan - Growth Option
The current NAV (Net Asset Value) of Samco Active Momentum Fund - Regular Plan - Growth Option is ₹16.4. NAV is updated every business day after market close by AMFI.
1Y: 17.04% · 3Y CAGR: 15.53%
The expense ratio of Samco Active Momentum Fund - Regular Plan - Growth Option is 1.94% per annum. This is the annual fee charged by the fund to manage your investment.
Samco Active Momentum Fund - Regular Plan - Growth Option is managed by Umeshkumar Mehta at Samco Mutual Fund.
Samco Active Momentum Fund - Regular Plan - Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Samco Active Momentum Fund - Regular Plan - Growth Option is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Samco Active Momentum Fund - Regular Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Samco Active Momentum Fund - Regular Plan - Growth Option is ₹684 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.