Fundalysisby DARKHORSESTOCKS

Scheme

Samco Active Momentum Fund

Holds 55 companies worth ₹599 Cr in Sept 2026.

  • Fund house

    SamcoThe fund house that runs this scheme.

  • AUM

    ₹775 CrSamco Active Momentum Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Up 3.0% on Aug 2026, ₹752 Cr.

  • Largest holding

    Sterlite Technologies LimitedSterlite Technologies Limited is 5.5% of this scheme's NAV.

  • Fund manager

    Dhawal DhananiRuns it since 5 Jul 2023, as the fund house dates it. With Umeshkumar Mehta (fund manager), Nirali Bhansali (fund manager), Vishal Shinde (fund manager).

AUM(Sept 2023 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026775+3.0%
Aug 2026752+10.0%
Jul 2026684−3.4%
Jun 2026708+3.9%
May 2026682+5.4%
Apr 2026647+9.4%
Mar 2026591−9.9%
Feb 2026656−1.0%
Jan 2026663−6.4%
Dec 2025708−7.0%
Nov 2025761−3.2%
Oct 2025786−0.2%
AUM at month end, Sept 2026
₹775 Cr
−1.5% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Sept 2023 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202611.88%+0.24 pt
Jun 202611.64%+0.06 pt
Mar 202611.59%−0.12 pt
Dec 202511.71%−0.18 pt
Direct plans' share of AUM, Sept 2026
11.88%
+0.17 pt since Dec 2025
Fig. 2.Samco Active Momentum Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−2.82%−2.89%––−4.25%
3 months *
+7.79%+7.44%––−2.83%
6 months *
+25.43%+24.58%––+6.17%
1 year
+16.99%+15.37%−5.06%+22.05 pt−0.06%
3 years
+16.04%+14.44%+9.52%+6.53 pt+15.80%
Since launch
+15.88%+14.27%+9.87%+6.00 pt+13.93%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.