Compare Samco Active Momentum Fund vs Nippon India Quant Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹250
₹100
Expense Ratio
2.35
0.96
NAV
₹12.21
₹70.78
Fund Started
15 Jun 2023
29 Jan 2005
Fund Size
₹654.81 Cr
₹112.50 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.25% if redeemed within 1 month
1 Year
-11.52%
12.36%
3 Year
-
18.79%
5 Year
-
16.08%
Equity
51.10%
97.88%
Cash
48.90%
2.11%
Top 10 Holdings
Religare Enterprises Ltd. | 6.47% |
Aditya Birla Capital Ltd. | 3.24% |
Muthoot Finance Ltd. | 3.24% |
Multi Commodity Exchange Of India Ltd. | 3.22% |
RBL Bank Ltd. | 3.00% |
Laurus Labs Ltd. | 2.82% |
AU Small Finance Bank Ltd. | 2.58% |
One97 Communications Ltd. | 2.26% |
Max Financial Services Ltd. | 2.25% |
Manappuram Finance Ltd. | 2.06% |
ICICI Bank Ltd. | 7.35% |
State Bank of India | 6.09% |
Reliance Industries Ltd. | 5.95% |
HDFC Bank Ltd. | 5.92% |
Larsen & Toubro Ltd. | 5.51% |
Bharat Electronics Ltd. | 3.76% |
Infosys Ltd. | 3.71% |
Bharti Airtel Ltd. | 3.68% |
Mahindra & Mahindra Ltd. | 3.32% |
NTPC Ltd. | 2.72% |
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 generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model.
Launch Date
15 Jun 2023
29 Jan 2005
