Samco Active Momentum Gr
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.7%
Sharpe Ratio0.58
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic99.08539%
International0.91461%
Top Stock Holdings
CompanySectorAllocation
Clearing Corporation Of India LtdUtilities21.05%
Sterlite Technologies LtdTechnology5.46%
Religare Enterprises LtdFinancial Services4.50%
Welspun Corp LtdCapital Goods3.09%
Laurus Labs LtdServices2.76%
Shilpa Medicare LtdServices2.70%
HFCL LtdTechnology2.41%
Sansera Engineering LtdConsumers2.22%
Diamond Power Infrastructure LtdCapital Goods2.11%
MTAR Technologies LtdCapital Goods2.09%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)3.37%
Exit Load2
Regulatory & Tax Information
INF0K1H01073
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)