Samco Active Momentum Fund
Samco Active Momentum Fund is a sectoral / thematic fund of Samco Asset Management Private Limited with ₹793 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 2 of 2 periods. Its direct plan charges 2.01% a year. Dhawal Dhanani has managed it for 3.3 years.
Has Samco Active Momentum Fund beaten its benchmark?
Ahead of its benchmark, Nifty 500 TRI, in 2 of 2 periods in AMFI's figures; +16.88% over the last year against −4.30%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.34% | −3.60% | — |
| 3 months | +8.47% | −5.03% | — |
| 6 months | +25.15% | −1.83% | — |
| 1 year | +16.88% | −4.06% | +20.94 pts |
| 3 years | +15.15% | +9.27% | +5.88 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 12 Jul 2023 | +16.06% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +16.88% | +15.28% | −4.30% | +21.18 | 🔒 |
| 3y | +15.12% | +13.55% | +9.33% | +5.79 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Jul 2023 to 13 Oct 2026₹100 put in at the start of Jul 2023 would be ₹162 on 13 Oct 2026, against ₹133 in the Nifty 500 TRI.
What does Samco Active Momentum Fund cost?
2.01% a year on the direct plan, 3.32% on the regular plan; 56 of 61 funds in its category charge less.
Who manages Samco Active Momentum Fund?
Umeshkumar Mehta, since 1 Aug 2023; Nirali Bhansali, since 19 Feb 2025; Dhawal Dhanani, since 5 Jul 2023.
What does Samco Active Momentum Fund hold?
65 holdings as of 30 Sep 2026; the ten largest are 29.3% of the fund, the largest Sterlite Technologies Limited at 5.5%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Samco Active Momentum Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Samco Active Momentum Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Samco Active Momentum Fund?
Umeshkumar Mehta (Director, CIO & Fund Managerr) since 1 Aug 2023; Nirali Bhansali (Fund Manager) since 19 Feb 2025; Dhawal Dhanani (Fund Manager) since 5 Jul 2023; Vishal Shinde (Fund Manager) since 1 Jul 2026.
What is the expense ratio of Samco Active Momentum Fund?
2.01% a year on the direct plan and 3.32% on the regular plan (expense report, Oct 2026).
How has Samco Active Momentum Fund done?
Its direct plan returned +15.12% a year over 3 years against +9.33% for its benchmark, Nifty 500 TRI, as of 13 Oct 2026.
See Samco Active Momentum Fund beside your own funds in Valarth
