Meta Title

Samco Active Momentum Fund - NAV, Performance, Returns & Investment Details

Meta Description

Discover Samco Active Momentum Fund - India's first active momentum fund with latest NAV, returns, and investment strategy. Learn about fund objectives, managers, and how to invest through Allvest.

Investment Objective and Approach

The Samco Active Momentum Fund seeks to generate long-term capital appreciation by investing in stocks showing strong momentum. It is India's first active momentum fund that aims to invest in stocks that show momentum characteristics such as breakouts, price leadership, etc. using a proprietary momentum-seeking algorithm to generate superior risk-adjusted returns.

The fund invests in momentum stocks 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.

Investment Strategy

The fund is a thematic fund that invests in stocks that exhibit momentum characteristics and sells those stocks when those stocks lose momentum. The momentum strategy is based on "buy high, sell higher" or alternatively, "cut your losses and let your winners run".

The scheme invests in stocks that exhibit momentum characteristics across market capitalizations including Large Caps, Mid-Caps, Small Caps and Micro Cap companies. The fund intends to benefit from momentum in stock prices from short to medium term time frame.

The fund makes trades based on trading signals generated by an intelligent algorithm. This algorithm has been developed by studying years of market data including price, volume, volatility, open interest, breakouts, and relative strengths.

Fund Managers

The Samco Active Momentum Fund is managed by experienced professionals:

Mr. Dhawal Ghanshyam Dhanani

Dhawal Ghanshyam Dhanani (B.Com, A.C.A.) has over 5 years of experience advising international clients on taxation of transactions and capital markets. He worked as an equity research analyst and has over five years of work experience - including more than two years in capital markets and investment research and is known for his in-depth investigation of various Indian firms' business models and computational crux.

Ms. Nirali Bhansali

Ms. Nirali Bhansali joined Samco Securities Ltd. as a senior analyst and later became the Head of Equity Research. She has more than seven years of work experience, including more than five years in capital markets and investment research, and she was instrumental in developing diversified long-term stock baskets for the Stock Basket product by delving into the business models and number crunching nitty-gritty of various Indian companies.

About the Fund House (AMC)

Samco Asset Management Private Ltd is the Asset Management Company behind Samco Mutual Fund. Samco's mission is to provide retail investors access to sophisticated financial technology that can assist them in creating wealth at a lower cost.

Samco Securities, formerly known as Samco Ventures Private Limited, was a company incorporated on 12th March 2015. The company was founded by Jimeet Modi. The company was acquired as Samruddhi Stock Brokers Limited and was renamed Samco Securities.

Samco Mutual Fund AMC is supported by a healthy net worth of Rs. 978 Crores. The company also has 5000+ partners in 100+ metro and non-metro cities and serves 1,00,000+ clients in India. The net worth of the company has increased by 83.47% since the last financial year, and total assets have increased by 83.89%.

Should I Invest in Samco Active Momentum Fund?

The Samco Active Momentum Fund is suitable for investors who:

- Are seeking long-term capital appreciation through equity investments

- Have a high-risk appetite and can handle volatility

- Understand momentum investing strategy and its cyclical nature

- Have an investment horizon of at least 3-5 years

- Want exposure to a systematic, algorithm-driven investment approach

The fund is rated "Very High risk", making it suitable for experienced investors who can tolerate significant price fluctuations. The momentum strategy can be highly rewarding during trending markets but may face challenges during sideways or volatile market conditions.

Investors should consider their risk tolerance, investment objectives, and time horizon before investing. It's advisable to consult with a financial advisor to determine if this fund aligns with your portfolio goals.

FAQs

What is today's NAV of Samco Active Momentum Fund?

The NAV varies daily based on market movements. You can check the latest NAV on the Allvest platform or the fund house website for real-time updates.

What is the AUM of Samco Active Momentum Fund?

As of August 5, 2025, the fund has an Asset Under Management (AUM) of ₹3,143 Cr.

What is the expense ratio of Samco Active Momentum Fund?

The expense ratio of Samco Active Momentum Fund Direct Plan is 0.87% as of August 21, 2025. The Regular Plan has a higher expense ratio of approximately 2.25%.

What are the returns of Samco Active Momentum Fund since inception?

The fund was launched on July 5, 2023. Returns vary based on market conditions and the fund's performance history can be checked on investment platforms like Allvest.

What is the minimum SIP amount to invest in Samco Active Momentum Fund?

The minimum investment required is ₹500 for the SIP (Systematic Investment Plan) option.

How do I invest in Samco Active Momentum Fund?

You can invest in this fund through Allvest's platform online. Simply create an account, complete your KYC, and start investing with a minimum amount.

How to start a SIP in Samco Active Momentum Fund?

On the Allvest platform, select the fund, choose SIP option, set your monthly investment amount (minimum ₹500), select the date, and activate the SIP.

How do I automate an SIP in Samco Active Momentum Fund?

Through Allvest, you can set up automated SIPs by providing bank mandate or enabling auto-debit facility from your bank account for seamless monthly investments.

How can I withdraw/redeem my investment in Samco Active Momentum Fund?

You can redeem your investment through the Allvest platform anytime. Simply select the number of units or amount to redeem, and the proceeds will be credited to your registered bank account within 3-4 business days.