MonitorDirect · GrowthWatch before adding
Samco Active Momentum Fund
Samco Mutual FundEquity Schemes - Thematic Fund3.3 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
- 15.73
- 29 Oct 2026
- 1Y
- +12.2%
- Trailing CAGR
- Upside capture
- +88%
- Vs NIFTY 500 TRI
- Downside capture
- +45%
- Lower is better
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Prefer peers if · Prefer Mahindra Manulife Business Cycle Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Watch
3.3 years - usable, still building a track record.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Watch
2.01% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -25.0%. Ask whether you can hold through a similar fall.
Vs category
Fail
25% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Vishal Shinde · 0.3 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 48.4% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 25%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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+12.2%
- 3Y+14.8%
- 5Yn/a
- 10Yn/a
- SI+14.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+23.9%
- 3Y+8.3%
- 5Yn/a
- 10Yn/a
- Since inception
- +14.6%
- Calendar-day CAGR
- Excess 1Y
- +16.7%
- Category median, same plan and option
- 3Y win rate
- +25%
- Windows beating the median
- 3Y percentile
- 52
- Vs comparable share classes
- SIP 3Y XIRR
- +8.3%
- Simulated monthly SIP
- Worst rolling 3Y
- +12.8%
- 76 daily-ending windows
- Median rolling 3Y
- +15.2%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 30 Oct 2026.
- 1Y excess
- +19.8%
- Fund minus TRI
- 3Y excess
- +4.4%
- Fund minus TRI
- Upside capture
- +88%
- Benchmark-up months
- Downside capture
- +45%
- Lower is better
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -25.0%
- Worst peak-to-trough
- Current
- -5.6%
- Below last peak
- Current spell
- 48 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 34 recovered episodes
- Longest recovery
- 168 days
- Trough to prior peak
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%
11 Sept 2026 – open
Trough 23 Oct 2026 · not recovered
-10.2%
3 Jun 2024 – 13 Jun 2024
Trough 4 Jun 2024 · recovered in 9 days
-8.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
52
Vs category
100
Consistency
30
Risk-adjusted
54
Drawdown
38
Mean
55
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
30 Sept 2026 · 63 holdings · top 10 are 48.4%.
- Top 5
- 36.9%
- Top 10
- 48.4%
- Largest holding
- 21.1%
- Effective holdings
- 16.7
Others CBLO
Unspecified
21.1%
Sterlite Technologies Ltd
Technology
5.5%
Religare Enterprises Ltd
Financial
4.5%
Welspun Corp Ltd
Materials
3.1%
Laurus Labs Ltd
Healthcare
2.8%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Mahindra Manulife Business Cycle Fund
Mahindra Manulife Mutual Fund
- 1Y
- -3.8%
- 3Y
- +16.3%
- Vol
- 15.7%
- Max DD
- -21.4%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- -4.0%
- 3Y
- n/a
- Vol
- 13.7%
- Max DD
- -14.8%
- Sharpe
- -0.35
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
HSBC India Export Opportunities Fund
HSBC Mutual Fund
- 1Y
- +13.7%
- 3Y
- n/a
- Vol
- 16.1%
- Max DD
- -20.5%
- Sharpe
- 0.17
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Mahindra Manulife Manufacturing Fund
Mahindra Manulife Mutual Fund
- 1Y
- +2.1%
- 3Y
- n/a
- Vol
- 15.0%
- Max DD
- -23.2%
- Sharpe
- -0.19
- 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
- +1.6%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -12.6%
- Sharpe
- 0.53
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns