MonitorDirect · Growth
Samco Active Momentum Fund
Samco Mutual FundEquity Schemes - Thematic Fund3.2 years
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
- NAV
- 15.96
- 15 Sept 2026
- 1Y
- +18.8%
- Trailing CAGR
- Upside capture
- +88%
- Vs NIFTY 500 TRI
- Downside capture
- +34%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+18.8%
- 3Y+16.0%
- 5Yn/a
- 10Yn/a
- SI+17.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+41.6%
- 3Y+13.6%
- 5Yn/a
- 10Yn/a
- Since inception
- +17.4%
- Calendar-day CAGR
- Excess 1Y
- +13.9%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 50
- Vs comparable share classes
- Worst rolling 3Y
- +13.1%
- 45 daily-ending windows
- Median rolling 3Y
- +15.2%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +13.6%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +19.0%
- Fund minus TRI
- 3Y excess
- +6.0%
- Fund minus TRI
- Upside capture
- +88%
- Benchmark-up months
- Downside capture
- +34%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 34 recovered episodes
- Longest recovery
- 168 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
16 Dec 2024 – 7 Sept 2026
Trough 23 Mar 2026 · recovered in 168 days
-25.0%
7 Feb 2024 – 3 Jun 2024
Trough 13 Mar 2024 · recovered in 82 days
-10.5%
3 Jun 2024 – 13 Jun 2024
Trough 4 Jun 2024 · recovered in 9 days
-8.5%
5 Sept 2024 – 4 Dec 2024
Trough 25 Oct 2024 · recovered in 40 days
-7.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
50
Vs category
100
Consistency
14
Risk-adjusted
64
Drawdown
38
Mean
53
Portfolio
31 Aug 2026 · 64 holdings · top 10 are 39.0%.
- Top 5
- 25.5%
- Top 10
- 39.0%
- Largest holding
- 6.3%
- Effective holdings
- 36.5
Sterlite Technologies Ltd
Technology
6.3%
Others CBLO
Unspecified
5.8%
Religare Enterprises Ltd
Financial
4.9%
Ather Energy Ltd.
Consumer Discretionary
3.9%
HFCL Ltd
Technology
3.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Mahindra Manulife Business Cycle Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.4%
- 3Y
- +16.8%
- Vol
- 15.7%
- Max DD
- -21.4%
- Sharpe
- 0.77
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Axis Consumption Fund
Axis Mutual Fund
- 1Y
- -8.2%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -20.1%
- Sharpe
- -0.66
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Nippon India Active Momentum Fund
Nippon India Mutual Fund
- 1Y
- +8.1%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -12.6%
- Sharpe
- 0.80
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
WhiteOak Capital ESG Best-In-Class Strategy Fund
WhiteOak Capital Mutual Fund
- 1Y
- -5.5%
- 3Y
- n/a
- Vol
- 13.3%
- Max DD
- -17.2%
- Sharpe
- -0.26
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns