Compare Samco Active Momentum Fund vs Nippon India Quant Fund
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹250 | ₹100 |
Expense Ratio | 2.29 | 0.96 |
NAV | ₹12.70 | ₹73.50 |
Fund Started | 15 Jun 2023 | 29 Jan 2005 |
Fund Size | ₹708.10 Cr | ₹109.99 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit load of 0.25% if redeemed within 1 month |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹250
₹100
Expense Ratio
2.29
0.96
NAV
₹12.70
₹73.50
Fund Started
15 Jun 2023
29 Jan 2005
Fund Size
₹708.10 Cr
₹109.99 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.25% if redeemed within 1 month
1 Year | -15.20% | 11.20% |
3 Year | - | 19.68% |
5 Year | - | 18.52% |
1 Year
-15.20%
11.20%
3 Year
-
19.68%
5 Year
-
18.52%
Equity | 90.77% | 98.89% |
Cash | 7.83% | 1.10% |
Equity
90.77%
98.89%
Cash
7.83%
1.10%
Top 10 Holdings |
|
|
Top 10 Holdings
Religare Enterprises Ltd. | 6.27% |
Aditya Birla Capital Ltd. | 3.20% |
Laurus Labs Ltd. | 3.03% |
Muthoot Finance Ltd. | 3.01% |
RBL Bank Ltd. | 2.97% |
Bharat Electronics Ltd. | 2.79% |
Multi Commodity Exchange Of India Ltd. | 2.66% |
Force Motors Ltd. | 2.56% |
AU Small Finance Bank Ltd. | 2.45% |
One97 Communications Ltd. | 2.42% |
HDFC Bank Ltd. | 7.48% |
Reliance Industries Ltd. | 6.85% |
ICICI Bank Ltd. | 6.10% |
State Bank of India | 5.09% |
Larsen & Toubro Ltd. | 5.01% |
Bharti Airtel Ltd. | 4.21% |
Infosys Ltd. | 4.05% |
Mahindra & Mahindra Ltd. | 3.54% |
Bharat Electronics Ltd. | 3.45% |
Maruti Suzuki India Ltd. | 2.88% |
Name | - | - |
Start Date | - | - |
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 |
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