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Compare Samco Active Momentum Fund vs Kotak Quant Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.25 | 1.46 |
NAV | ₹13.39 | ₹14.14 |
Fund Started | 15 Jun 2023 | 12 Jul 2023 |
Fund Size | ₹886.80 Cr | ₹690.56 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit load of 0.5%, if redeemed within 90 days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.25
1.46
NAV
₹13.39
₹14.14
Fund Started
15 Jun 2023
12 Jul 2023
Fund Size
₹886.80 Cr
₹690.56 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.5%, if redeemed within 90 days
Returns
1 Year | 5.43% | 1.11% |
3 Year | - | - |
5 Year | - | - |
1 Year
5.43%
1.11%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 99.54% | 99.53% |
Cash | -0.02% | 0.47% |
Equity
99.54%
99.53%
Cash
-0.02%
0.47%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Wockhardt Ltd. | 7.64% |
One97 Communications Ltd. | 7.51% |
Dixon Technologies (India) Ltd. | 5.46% |
Religare Enterprises Ltd. | 4.77% |
Swan Energy Ltd. | 3.93% |
UPL Ltd. | 3.88% |
SBI Cards And Payment Services Ltd. | 3.70% |
HDFC Bank Ltd. | 3.59% |
Vedanta Ltd. | 3.42% |
Interglobe Aviation Ltd. | 3.36% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 3.73% |
Bharti Airtel Ltd. | 3.16% |
Apollo Hospitals Enterprise Ltd. | 3.12% |
HCL Technologies Ltd. | 2.96% |
Sun Pharmaceutical Industries Ltd. | 2.88% |
HDFC Bank Ltd. | 2.81% |
Divi's Laboratories Ltd. | 2.74% |
Coromandel International Ltd. | 2.73% |
Bajaj Finserv Ltd. | 2.59% |
Britannia Industries Ltd. | 2.54% |
Fund Manager
Name | Paras Matalia | Arjun Khanna |
Start Date | 15 Jun 2023 | 09 May 2019 |
Name
Paras Matalia
Arjun Khanna
Start Date
15 Jun 2023
09 May 2019
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 seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme. |
Launch Date | 15 Jun 2023 | 12 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 seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme.
Launch Date
15 Jun 2023
12 Jul 2023