Compare Samco Active Momentum Fund vs Kotak Quant Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹250
₹500
Expense Ratio
2.35
1.81
NAV
₹11.95
₹13.67
Fund Started
15 Jun 2023
12 Jul 2023
Fund Size
₹654.81 Cr
₹545.96 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.5%, if redeemed within 90 days
1 Year
-16.67%
-1.59%
3 Year
-
-
5 Year
-
-
Equity
99.95%
99.44%
Cash
-13.87%
0.56%
Top 10 Holdings
Religare Enterprises Ltd. | 5.82% |
MTAR Technologies Ltd. | 3.47% |
Force Motors Ltd. | 2.74% |
Lumax Auto Technologies Ltd. | 2.71% |
TD Power Systems Ltd. | 2.57% |
Aditya Birla Capital Ltd. | 2.30% |
Multi Commodity Exchange Of India Ltd. | 2.27% |
Vedanta Ltd. | 2.26% |
Bank of India | 2.23% |
Karur Vysya Bank Ltd. | 2.23% |
Bharti Airtel Ltd. | 4.24% |
State Bank of India | 4.16% |
Dr. Reddy's Laboratories Ltd. | 3.65% |
Marico Ltd. | 3.49% |
Titan Company Ltd. | 3.42% |
HDFC Bank Ltd. | 3.35% |
Britannia Industries Ltd. | 3.28% |
Max Financial Services Ltd. | 3.18% |
Eicher Motors Ltd. | 3.18% |
Tata Consumer Products Ltd. | 3.16% |
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 seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme.
Launch Date
15 Jun 2023
12 Jul 2023
