Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Samco Active Momentum
  • Opening:
    15th June 2023
  • Closing:
    29th June 2023
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 5,000 and in multiples of Re.1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Not Applicable
  • Exit Road:
    2.00% if the investment is redeemed or switched out on or before 365 days from the date of allotment of units, 1.00% if the investment is redeemed or switched out after 365 days but on or before 730 days from date of allotment of units.
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the Scheme is to 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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Paras Matalia, Dhawal Ghanshyam Dhanani

Asset Allocation

80-100% Equity
upto 20% Money Market
Comparable existing schemes
Bandhan Infrastructure Fund 16.99(6M) 43.68(1Y)
HDFC Banking and Financial Services Fund 6.57(6M) 35.84(1Y)

Fund Prognosis

Idea Distiller

The first active managed momentum tracking fund. From a huge list of companies tracked. Great idea.

  • Fund House AAUM:

  • Rs. 78104.55 Lakhs (as on 31st March 2023)

  • Fund Manager:

  • Combined experience of above 6 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

If you are looking for oomph there is lots of it. But a pure NFO play with no scope for investing later on is far too big a risk.