Samco Active Momentum Fund Direct-Growth
Equity: Thematic-Factor-based - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-Factor-basedBenchmark: NIFTY 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹16.29+1.88%
18 Sept 2026
Similar Funds
Side-by-side comparison of Samco Active Momentum Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +15.53% | -0.15% | 3 / 69 |
| 3Y Return | +16.08% | 11.03% | 1 / 18 |
| 5Y Return | — | 9.83% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-Factor-based
Top funds by AUM in the Equity: Thematic-Factor-based category — see how Samco Active Momentum Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY 500 Total Return Index
Top funds tracking the NIFTY 500 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Samco Active Momentum Fund Direct-Growth?
Funds similar to Samco Active Momentum Fund Direct-Growth in the Equity: Thematic-Factor-based category include UTI Nifty200 Momentum 30 Index Fund Direct-Growth, SBI Quality Fund Direct-Growth, and ICICI Prudential Active Momentum Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Samco Active Momentum Fund Direct-Growth in its category?
On a 3-year return basis Samco Active Momentum Fund Direct-Growth is ranked 1 out of 18 funds in the Equity: Thematic-Factor-based category as of 17 Sep 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Samco Active Momentum Fund Direct-Growth's expense ratio compare to similar funds?
Samco Active Momentum Fund Direct-Growth has an expense ratio of 1.92%. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an expense ratio of 0.89% and SBI Quality Fund Direct-Growth has 1.31%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Samco Active Momentum Fund Direct-Growth's AUM compare to similar funds?
Samco Active Momentum Fund Direct-Growth has an AUM of ₹751.84 crore. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an AUM of ₹8,513.34 crore and SBI Quality Fund Direct-Growth has ₹2,658.53 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Factor-based?
The top performing fund in the Equity: Thematic-Factor-based category on a 3-year basis is Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-Growth with a CAGR of 14.98% as of 17 Sep 2026. Samco Active Momentum Fund Direct-Growth has delivered 16.08% CAGR over the same period, ranking 1 out of 18 funds. You can view and compare the full category ranking on sharpely.
How does Samco Active Momentum Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Samco Active Momentum Fund Direct-Growth has a Sharpe ratio of 0.62 compared to the Equity: Thematic-Factor-based average of 0.42 as of 17 Sep 2026. It ranks 2 out of 19 funds in its category on Sharpe ratio.