Should I invest in Samco Active Momentum Fund?

We don't give personal investment advice. Samco Active Momentum Fund - Direct Plan - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

Samco

Samco Active Momentum Fund - Direct Plan - Growth Option

Latest NAV

₹14.8700

As of

17 Jul 2026

741 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-1.46%	-0.05%	-1.41	251 / 258	Q4
1W	-2.11%	-0.18%	-1.92	254 / 258	Q4
2W	+0.27%	-0.17%	+0.44	117 / 259	Q2
1M	+0.54%	+1.63%	-1.08	198 / 259	Q4
3M	+11.47%	+4.83%	+6.64	31 / 259	Q1
6M	+12.82%	+4.61%	+8.21	45 / 250	Q1
YTD	+9.99%	+2.98%	+7.00	47 / 247	Q1
1Y	-2.49%	+5.46%	-7.95	200 / 235	Q4
2Y	-0.60%	+4.09%	-4.69	141 / 187	Q4
3Y	+14.03%	+15.93%	-1.90	98 / 148	Q3
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+13.98%	+12.07%	+1.91	120 / 259	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+9.99%	+3.40%	+6.59	47 / 244
2025	-14.99%	+4.41%	-19.39	205 / 208
2024	+27.43%	+23.18%	+4.25	47 / 155
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+9.11%

25 windows

min -17.3% · max 52.0%

56% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+14.03%

1 window

min 14.0% · max 14.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

15.57%

3-year · annualised

Sharpe ratio

0.51

vs risk-free 6.5%

Sortino ratio

0.94

Downside-only deviation

Max drawdown

-25.00%

Dec 2024 → Mar 2026

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹12.5868	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹14.8700
16 Jul 2026	₹15.0900
15 Jul 2026	₹15.1800
14 Jul 2026	₹15.0000
13 Jul 2026	₹15.0300
10 Jul 2026	₹15.1900
9 Jul 2026	₹15.0100
8 Jul 2026	₹14.6900
7 Jul 2026	₹14.9200
6 Jul 2026	₹14.9700

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Samco Active Momentum Fund - Direct Plan - Growth Option is ₹14.8700. It's a Sectoral/Thematic Fund from Samco, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Samco Active Momentum Fund - Direct Plan - Growth Option has NAV history starting from 12 Jul 2023, a track record of about 3 years. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Samco Active Momentum Fund - Direct Plan - Growth Option is managed by Samco. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Samco Active Momentum Fund - Direct Plan - Growth Option has delivered a absolute return of -2.49% — -7.95 pp behind the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #200 of 235 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Samco Active Momentum Fund - Direct Plan - Growth Option has delivered a CAGR of 14.03% — -1.9 pp behind the Sectoral/Thematic Fund category average of 15.93%. The fund ranks #98 of 148 in its category — the third (Q3) quartile.

Samco Active Momentum Fund - Direct Plan - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Samco Active Momentum Fund - Direct Plan - Growth Option exactly 3 years ago would be worth approximately ₹148,255 today — a multiplier of 1.48×, based on the 3-year CAGR of 14.03%. The category average over the same window would have grown ₹1 lakh to ₹155,796.

A ₹10,000 monthly SIP in Samco Active Momentum Fund - Direct Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹401,779 today. That's an XIRR (money-weighted annualised return) of 7.26%.

Samco Active Momentum Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹401,779 — XIRR 7.26%.

On a 3-year basis, Samco Active Momentum Fund - Direct Plan - Growth Option ranks #98 out of 148 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 15.93%; this fund delivered 14.03%.

The worst peak-to-trough decline Samco Active Momentum Fund - Direct Plan - Growth Option has experienced over the last 3-year window is 25.00% — its NAV fell from a high on 16 Dec 2024 to a low on 23 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Samco Active Momentum Fund - Direct Plan - Growth Option averaged 14.03% (best 14.03%, worst 14.03%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.51 — reasonable risk-adjusted performance.

In calendar year 2025, Samco Active Momentum Fund - Direct Plan - Growth Option returned -14.99% — lagging the Sectoral/Thematic Fund category average of 4.41% by 19.39 pp. It ranked #205 of 208 in its category that year.

Samco Active Momentum Fund - Direct Plan - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Samco Active Momentum Fund - Direct Plan - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.