Samco Active Momentum Fund
Direct · Growth ₹15.01
21 Jul 2026
NAV
14.4%
3Y CAGR
13.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
25.89
Sharpe
-25.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹11.95 L | 7.5% | -23.3% | 60.3% |
| 3 Years | ₹36.00 L | ₹40.00 L | 7.1% | 3.7% | 9.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 7.5% | 14.5% | 13.7% | -7.0% |
| 3 Years | 7.1% | 11.2% | 17.2% | -4.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.8% | 2.4% | -18.7% | 53.8% | 0.11 | 0.23 | 57% | — | — |
| 3 Years | 14.4% | 14.4% | 14.0% | 14.8% | 25.89 | — | 100% | — | — |
-25.0%
Max Drawdown
15 mo
Drawdown Duration
Not recovered
Recovery Time
-8.2%
Avg Drawdown
Calmar Ratio by Duration
0.35
1Y
0.58
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.56 | 0.81 | 78.0% | 76.2% | -0.9% | -3.4% |
| 3 Years | +7.42 | 0.84 | 82.6% | 71.1% | 14.1% | 6.7% |
| 5 Years | +3.34 | 0.83 | 81.9% | 71.1% | 8.2% | 4.5% |
| 7 Years | +2.03 | 0.83 | 81.9% | 71.1% | 5.8% | 3.2% |
| 10 Years | +1.07 | 0.83 | 81.9% | 71.1% | 4.0% | 2.2% |
| 12 Years | +0.70 | 0.83 | 81.9% | 71.1% | 3.3% | 1.9% |
| 15 Years | +0.34 | 0.83 | 81.9% | 71.1% | 2.7% | 1.5% |
48
Total Holdings
27.1%
Top 10 Weight
20
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Religare Enterprises Limited | 6.17% |
| 2 | Aditya Birla Capital Limited | 5.81% |
| 3 | Multi Commodity Exchange of India Limited | 2.46% |
| 4 | Indian Bank | 2.04% |
| 5 | AU Small Finance Bank Limited | 2.00% |
| 6 | Eicher Motors Limited | 1.88% |
| 7 | RBL Bank Limited | 1.72% |
| 8 | Max Financial Services Limited | 1.69% |
| 9 | Laurus Labs Limited | 1.68% |
| 10 | MTAR Technologies Limited | 1.65% |