Samco Active Momentum Fund Direct-Growth
Equity: Thematic-Factor-based - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Thematic-Factor-basedBenchmark: NIFTY 500 Total Return Index
NAV: ₹14.73-0.20%
24 Jul 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 | -1.60% | -0.16% | 37 / 59 |
| 3Y Return | +13.62% | 11.98% | 4 / 18 |
| 5Y Return | — | 10.89% | — |
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 Quality 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 4 out of 18 funds in the Equity: Thematic-Factor-based category as of 23 Jul 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 2.08%. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an expense ratio of 1.18% 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 ₹708.1 crore. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an AUM of ₹8,541.21 crore and SBI Quality Fund Direct-Growth has ₹2,399.88 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 17.72% as of 23 Jul 2026. Samco Active Momentum Fund Direct-Growth has delivered 13.62% CAGR over the same period, ranking 4 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?
The Sharpe ratio of Samco Active Momentum Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.