MF
MFGenie.ai
Sectoral / Thematic

Samco Active Momentum Fund · Direct · Growth

Samco Mutual Fund

NAV

₹16.0900

as of 30 Sept 2026

Expense Ratio

1.92%

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+17.88%
3Y
+15.29%
5Y
—
Since Inception
+15.82%

SIP returns (XIRR)

1Y
+28.60%
3Y
+10.69%
5Y
—
Since Inception
+11.70%

Returns calculated from 07 May 2023 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

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Fund Details

Fund HouseSamco Mutual Fund
CategorySectoral / Thematic
Launch Date07 May 2023
AMFI Code151753
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit Load2.00% if the investment is redeemed or switched out on or before 365 days from the date of allotmentof units1.00% if the investment is redeemed or switched out after 365 days but on or before 730 days fromdate of allotment of units.No Exit Load will be charged if investment is redeemed or switched out after 730 days from the dateof allotment of units

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

What this fund does

Samco Active Momentum Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Samco Active Momentum Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by Samco Mutual Fund. The fund has been operational for over 3 years. The current expense ratio is 1.92%.

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