Samco Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Samco Active Momentum Fund - Direct Plan - Growth
₹15.5NAV on 30 Oct 2026Expense ratio 1.92%
29 Oct 2025NAV low 12.21 · high 16.66+10.6%
In plain words
Over 3 years it returned +14.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -25.0%.
On 3-year return it ranks 63 of 139 funds in Sectoral / Thematic.
A monthly SIP over 3 years ended ₹9,340 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.7% | +1.9% |
| 3 months | +6.8% | -5.1% |
| 6 months | +14.6% | -3.2% |
| 1 year | +11.0% | -10.2% |
| 3 years (yearly) | +14.1% | +7.4% |
| Since start (yearly) | +14.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,34,164 | +19.8% |
| 3 years | ₹3,60,000 | ₹4,05,443 | +7.5% |
Other plan of this fund: Samco Active Momentum Fund - Regular Plan - Growth