Compare Samco Active Momentum Fund vs Motilal Oswal BSE Quality Index Fund
Samco Active Momentum Fund
EquityThematic-Factor-based
Motilal Oswal BSE Quality Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹250
₹500
Expense Ratio
3.32
1.19
NAV
₹16.18
₹16.33
Fund Started
15 Jun 2023
29 Jul 2022
Fund Size
₹751.84 Cr
₹54.12 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load is 1%- If redeemed on or before 15 days from the date of allotment.
1 Year
15.37%
-5.01%
3 Year
14.44%
10.18%
5 Year
-
-
Equity
97.03%
99.98%
Cash
-2.87%
0.02%
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 |
|---|---|
ITC Ltd. | 5.29% |
Hero Motocorp Ltd. | 5.23% |
Multi Commodity Exchange Of India Ltd. | 5.17% |
Hindustan Unilever Ltd. | 5.07% |
Infosys Ltd. | 5.03% |
Dixon Technologies (India) Ltd. | 4.98% |
Britannia Industries Ltd. | 4.94% |
Nestle India Ltd. | 4.93% |
HDFC Asset Management Company Ltd. | 4.93% |
Marico Ltd. | 4.89% |
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 that, correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error.
Launch Date
15 Jun 2023
29 Jul 2022
