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Compare Samco Active Momentum Fund vs HDFC Transportation and Logistics Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.25 | 2.14 |
NAV | ₹13.88 | ₹13.78 |
Fund Started | 15 Jun 2023 | 28 Jul 2023 |
Fund Size | ₹890.41 Cr | ₹1278.31 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit load of 1%, if redeemed within 30 days. |
Risk
Moderate
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.25
2.14
NAV
₹13.88
₹13.78
Fund Started
15 Jun 2023
28 Jul 2023
Fund Size
₹890.41 Cr
₹1278.31 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 4.09% | 6.47% |
3 Year | - | - |
5 Year | - | - |
1 Year
4.09%
6.47%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 31.14% | 96.30% |
Cash | 56.55% | 3.70% |
Equity
31.14%
96.30%
Cash
56.55%
3.70%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Wockhardt Ltd. | 7.57% |
Dixon Technologies (India) Ltd. | 6.18% |
Trent Ltd. | 5.53% |
Swan Energy Ltd. | 5.02% |
Religare Enterprises Ltd. | 4.81% |
Bharti Airtel Ltd. | 3.56% |
Info Edge (India) Ltd. | 2.84% |
BSE Ltd. | 2.63% |
Persistent Systems Ltd. | 2.06% |
The Indian Hotels Company Ltd. | 1.89% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 10.21% |
Eicher Motors Ltd. | 9.64% |
Bajaj Auto Ltd. | 7.06% |
Hyundai Motor India Ltd. | 6.56% |
Interglobe Aviation Ltd. | 5.92% |
Mahindra & Mahindra Ltd. | 5.85% |
Zomato Ltd. | 5.40% |
Bosch Ltd. | 5.40% |
Balkrishna Industries Ltd. | 4.43% |
SKF India Ltd. | 3.92% |
Fund Manager
Name | Paras Matalia | Dhruv Muchhal |
Start Date | 15 Jun 2023 | 14 Sep 2023 |
Name
Paras Matalia
Dhruv Muchhal
Start Date
15 Jun 2023
14 Sep 2023
About Fund
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 seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme. |
Launch Date | 15 Jun 2023 | 28 Jul 2023 |
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 seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme.
Launch Date
15 Jun 2023
28 Jul 2023
