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Samco Active Momentum Fund -Direct Plan-Growth

Equity | Thematic - Contra

(NAV as of 22/05/2024)
13.39 (0.00)

3Y Returns

NA

Min SIP

500

Min Lumpsum

5000

Expense Ratio

0.95%

Fund Size

501 Cr

Inception Date

29-Jun-23

Fund Manager

Paras Matalia

Exit Load

2% on or before 365D, Nil after 365D.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

82.79%

Debt & Others

17.21%

Market Cap Allocation

Large Cap

17.29%

Mid Cap

16.68%

Small Cap

48.81%

Other Cap

17.21%

Sector Allocation

Cash/Deposits/Margins/Treps/Repo/Swaps

23.59%

Finance

14.80%

Industrial Products

11.02%

Construction

9.78%

Pharmaceuticals

7.90%

Top Ten Holdings

Clearing Corporation of India Limited

12.07%

Net Receivables / Payables

11.52%

Swan Energy Ltd

7.22%

Man Infraconstruction Ltd

6.90%

SJVN Ltd

4.40%

Investment Objective

The Investment Objective Of The Scheme Is To Seek To Generate Long-Term Capital Appreciation By Investing Stocks Showing Strong Momentum. Momentum Stocks Are Such That Exhibit Positive Price Momentum � Based On The Phenomenon That Stocks Which Have Performed Well In The Past Relative To Other Stocks (Winners) Continue To Perform Well In The Future, And Stocks That Have Performed Relatively Poorly (Losers) Continue To Perform Poorly.However, There Can Be No Assurance Or Guarantee That The Investment Objective Of The Scheme Would Be Achieved.

Fund House Detail

AMC Name

Samco Asset Management Private Limited

Address

Selenium Building, Tower-B, Plot No 31 & 32Financial District,Nanakramguda, SerilingampallyHyderabad - 500 032

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.