What are the 1-year returns of Samco Active Momentum Fund Direct-Growth?
Samco Active Momentum Fund Direct-Growth has delivered a 1-year return of -1.60% as of 23 Jul 2026. During the same period, its benchmark NIFTY 500 Total Return Index returned -0.69%. The fund has underperformed its benchmark over this period.
What are the 3-year returns of Samco Active Momentum Fund Direct-Growth?
Samco Active Momentum Fund Direct-Growth has delivered a 3-year CAGR of 13.62% as of 23 Jul 2026. Its benchmark NIFTY 500 Total Return Index returned 11.84% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Samco Active Momentum Fund Direct-Growth?
The 5-year CAGR for Samco Active Momentum Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Samco Active Momentum Fund Direct-Growth since inception?
Since its launch on 12 Jul 2023, Samco Active Momentum Fund Direct-Growth has delivered a CAGR of 13.52%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Samco Active Momentum Fund Direct-Growth performed vs its category over the long term?
Over the long term, Samco Active Momentum Fund Direct-Growth has ranked 4 out of 18 funds in the Equity: Thematic-Factor-based category on a 3-year basis, and - on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Samco Active Momentum Fund Direct-Growth?
The Sharpe ratio of Samco Active Momentum Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Samco Active Momentum Fund Direct-Growth?
The alpha of Samco Active Momentum Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Samco Active Momentum Fund Direct-Growth?
The beta of Samco Active Momentum Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Samco Active Momentum Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Samco Active Momentum Fund Direct-Growth is 8.77% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.
