Compare Samco Active Momentum Fund vs Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Samco Active Momentum Fund
EquityThematic-Factor-based
Edelweiss Nifty Midcap150 Momentum 50 Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹250
₹100
Expense Ratio
3.32
1.38
NAV
₹16.27
₹18.00
Fund Started
15 Jun 2023
10 Nov 2022
Fund Size
₹774.74 Cr
₹1728.39 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 0.50%, if redeemed within 30 days.
1 Year
16.36%
-1.50%
3 Year
13.94%
12.16%
5 Year
-
-
Equity
97.03%
99.87%
Cash
-2.87%
-0.06%
Top 10 Holdings
Name | Assets |
|---|---|
Sterlite Technologies Ltd. | 6.29% |
Religare Enterprises Ltd. | 4.92% |
Ather Energy Ltd. | 3.89% |
HFCL Ltd. | 3.84% |
Welspun Corp Ltd. | 3.41% |
Shilpa Medicare Ltd. | 3.08% |
MTAR Technologies Ltd. | 2.99% |
Sansera Engineering Ltd. | 2.86% |
Avalon Technologies Ltd. | 2.68% |
Paras Defence And Space Technologies Ltd. | 2.65% |
Name | Assets |
|---|---|
Laurus Labs Ltd. | 7.02% |
Multi Commodity Exchange Of India Ltd. | 5.99% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.45% |
GE Vernova T&D India Ltd | 4.28% |
BSE Ltd. | 4.10% |
Bharat Forge Ltd. | 3.90% |
Hitachi Energy India Ltd. | 3.53% |
National Aluminium Company Ltd. | 3.21% |
Polycab India Ltd. | 3.03% |
Name
-
-
Start Date
-
-
Description
The Scheme seek to generate long-term capital appreciation by investing in 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
The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
Launch Date
15 Jun 2023
10 Nov 2022
