Compare Samco Active Momentum Fund vs Tata Nifty Midcap 150 Momentum 50 Index Fund
Samco Active Momentum Fund
Tata Nifty Midcap 150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹250
₹150
Expense Ratio
3.39
1.6
NAV
₹14.51
₹18.26
Fund Started
15 Jun 2023
04 Oct 2022
Fund Size
₹708.10 Cr
₹1201.66 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.50%, if redeemed within 30 days.
1 Year
-2.59%
-0.12%
3 Year
11.49%
16.05%
5 Year
-
-
Equity
97.21%
100.02%
Cash
-2.88%
-0.02%
Top 10 Holdings
Sterlite Technologies Ltd. | 6.98% |
Religare Enterprises Ltd. | 6.34% |
Cupid Ltd. | 6.22% |
MTAR Technologies Ltd. | 4.17% |
Kirloskar Oil Engines Ltd. | 3.10% |
Acutaas Chemicals Ltd. | 2.98% |
Thangamayil Jewellery Ltd. | 2.62% |
Sansera Engineering Ltd. | 2.58% |
TD Power Systems Ltd. | 2.51% |
Welspun Corp Ltd. | 2.26% |
Laurus Labs Ltd. | 5.21% |
Multi Commodity Exchange Of India Ltd. | 4.99% |
BSE Ltd. | 4.93% |
GE Vernova T&D India Ltd | 4.85% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.31% |
Bharat Forge Ltd. | 4.21% |
Hitachi Energy India Ltd. | 3.87% |
Polycab India Ltd. | 3.62% |
National Aluminium Company Ltd. | 3.08% |
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 is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Launch Date
15 Jun 2023
04 Oct 2022
