Samco Active Momentum Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation16.7%
Sharpe Ratio-0.10
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Wockhardt LtdServices5.38%
Bharat Dynamics Ltd Ordinary SharesCapital Goods5.24%
Religare Enterprises LtdFinancial Services4.84%
Swan Energy LtdCapital Goods4.09%
Ceat LtdConsumers3.30%
Bajaj Holdings and Investment LtdFinancial Services2.95%
364 DTB 18072025Utilities2.89%
Gabriel India LtdConsumers2.55%
Amber Enterprises India Ltd Ordinary SharesConsumers2.53%
Clearing Corporation Of India LtdUtilities2.47%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.25%
Exit Load2
Regulatory & Tax Information
INF0K1H01073
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)