Should I invest in Samco Active Momentum Fund?

We don't give personal investment advice. Samco Active Momentum Fund - Regular 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 - Regular Plan - Growth Option

Latest NAV

₹13.9400

As of

3 Jun 2026

710 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	+1.03%	+0.27%	+0.76	16 / 175	Q1
1W	-0.36%	-1.35%	+0.99	30 / 175	Q1
2W	+5.03%	-0.09%	+5.12	9 / 176	Q1
1M	+6.00%	-0.53%	+6.52	8 / 176	Q1
3M	+9.88%	+2.12%	+7.76	20 / 174	Q1
6M	+5.83%	-1.85%	+7.68	25 / 165	Q1
YTD	+5.67%	-1.98%	+7.65	24 / 165	Q1
1Y	-0.07%	+3.78%	-3.86	93 / 151	Q3
2Y	+0.66%	+3.55%	-2.89	73 / 106	Q3
3Y	+11.23%	+14.41%	-3.17	46 / 67	Q3
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.67%	+7.02%	+4.65	69 / 176	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	+5.67%	-1.38%	+7.05	24 / 164
2025	-16.21%	+1.66%	-17.87	130 / 133
2024	+25.67%	+21.92%	+3.75	27 / 82
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

+7.53%

24 windows

min -17.0% · max 48.4%

50% positive

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

3-Year rolling

—

Insufficient history

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.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC INNOVATION FUND - REGULAR PLAN - GROWTH OPTION	HDFC	₹10.4050	3 Jun 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.0306	3 Jun 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹11.4966	3 Jun 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹13.0300	3 Jun 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.3840	3 Jun 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹19.3101	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹22.0100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹59.0200	3 Jun 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.3121	3 Jun 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹20.1120	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹13.9400
2 Jun 2026	₹13.7900
1 Jun 2026	₹13.6500
29 May 2026	₹13.9100
27 May 2026	₹13.9700
26 May 2026	₹13.8400
25 May 2026	₹13.7200
22 May 2026	₹13.6100
21 May 2026	₹13.5500
20 May 2026	₹13.3500

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 03 Jun 2026, the NAV of Samco Active Momentum Fund - Regular Plan - Growth Option is ₹13.9400. It's a Sectoral/Thematic Fund from Samco, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Samco Active Momentum Fund - Regular Plan - Growth Option has NAV history starting from 12 Jul 2023, a track record of about 2 years 10 months. 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of -0.07% — -3.86 pp behind the Sectoral/Thematic Fund category average of 3.78%. The fund ranks #93 of 151 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Samco Active Momentum Fund - Regular Plan - Growth Option has delivered a CAGR of 11.23% — -3.17 pp behind the Sectoral/Thematic Fund category average of 14.41%. The fund ranks #46 of 67 in its category — the third (Q3) quartile.

Samco Active Momentum Fund - Regular 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 - Regular Plan - Growth Option exactly 3 years ago would be worth approximately ₹137,625 today — a multiplier of 1.38×, based on the 3-year CAGR of 11.23%. The category average over the same window would have grown ₹1 lakh to ₹149,741.

A ₹10,000 monthly SIP in Samco Active Momentum Fund - Regular Plan - Growth Option over the last 1 year — total invested ₹120,000 — would be worth ₹125,420 today. That's an XIRR (money-weighted annualised return) of 8.46%.

Samco Active Momentum Fund - Regular Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹125,420 — XIRR 8.46%.

On a 3-year basis, Samco Active Momentum Fund - Regular Plan - Growth Option ranks #46 out of 67 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 14.41%; this fund delivered 11.23%.

Samco Active Momentum Fund - Regular Plan - Growth Option doesn't have a computed drawdown figure yet.

Consistency stats for Samco Active Momentum Fund - Regular Plan - Growth Option need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

In calendar year 2025, Samco Active Momentum Fund - Regular Plan - Growth Option returned -16.21% — lagging the Sectoral/Thematic Fund category average of 1.66% by 17.87 pp. It ranked #130 of 133 in its category that year.

Samco Active Momentum Fund - Regular 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 - Regular 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.

Samco Active Momentum Fund - Regular Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Peers in Sectoral/Thematic Fund

Recent NAVs

Frequently asked questions

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