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OmniAsset › Mutual funds › Samco Active Momentum Fund

Samco Active Momentum Fund

Sectoral / Thematic fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202615.27
CategorySectoral / Thematic
PlanRegular · Growth
Launched15 Jun 2023
Risk labelthe scheme's own riskometerVery High Risk (The Scheme risk-o-meter is based on evalution of the portfolio data as on July 31,2026)
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year3.26%
AUM₹582 Cr
Growth of ₹10,000₹15,24012 Jul 2023 to 2 Sep 2026
₹15,908₹14,431₹12,954₹11,477₹10,000Jul 2023Apr 2024Feb 2025Nov 2025Sep 2026
₹15,240 (+14.3% a year) Samco Active Momentum Fund

Performance (trailing, annualised)

1Y annualised12.21%
3Y annualised13.61%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,38,63829.88%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,12,8499.10%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202426.71%
Calendar 2025-15.50%

Rolling returns

Rolling 1Y · average110 windows since 18 Jul 20246.75%
Rolling 1Y · median1.22%
Rolling 1Y · worst window-19.18%
Rolling 1Y · best window49.78%
Rolling 1Y · windows positive54%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)16.45%
Downside deviation (3Y)12.58%
Maximum drawdown-26.29%

Management

Fund managerMr. Umeshkumar Mehta, Mrs. Nirali Bhansali, Mr. Dhawal Dhanani, Mr. Vishal Shinde
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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