Compare Samco Active Momentum Fund vs Nippon India Quant Fund
Risk
NA
Very High
Rating
-
-
Min SIP Amount
₹250
₹100
Expense Ratio
2.42
0.96
NAV
₹13.06
₹72.00
Fund Started
15 Jun 2023
29 Jan 2005
Fund Size
₹590.04 Cr
₹100.46 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.25% if redeemed within 1 month
1 Year
-5.50%
5.18%
3 Year
-
18.30%
5 Year
-
16.14%
Equity
48.83%
95.52%
Cash
51.17%
4.45%
Top 10 Holdings
Religare Enterprises Ltd. | 6.17% |
Aditya Birla Capital Ltd. | 5.81% |
Multi Commodity Exchange Of India Ltd. | 2.46% |
Indian Bank | 2.04% |
AU Small Finance Bank Ltd. | 2.00% |
Eicher Motors Ltd. | 1.88% |
RBL Bank Ltd. | 1.72% |
Max Financial Services Ltd. | 1.69% |
Laurus Labs Ltd. | 1.68% |
MTAR Technologies Ltd. | 1.65% |
ICICI Bank Ltd. | 7.20% |
Reliance Industries Ltd. | 6.42% |
State Bank of India | 5.56% |
HDFC Bank Ltd. | 5.46% |
Larsen & Toubro Ltd. | 5.06% |
Infosys Ltd. | 3.99% |
Bharti Airtel Ltd. | 3.90% |
Bharat Electronics Ltd. | 3.79% |
Mahindra & Mahindra Ltd. | 3.24% |
NTPC Ltd. | 2.95% |
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
