Motilal Oswal Active Momentum Fund vs Samco Special Opportunities Fund
Direct Plan, Growth option · Data as on 30-10-2026
Motilal Oswal Active Momentum Fund is a Thematic fund and Samco Special Opportunities Fund is a Thematic fund. In the year to 30-10-2026, Motilal Oswal Active Momentum Fund (Direct) returned 14.4% and Samco Special Opportunities Fund (Direct) returned −1.6%. Motilal Oswal Active Momentum Fund charges 3.05% a year and Samco Special Opportunities Fund 1.94% (Direct plans). Their portfolios overlap 24.0%: they hold 10 of the same securities.
Motilal Oswal Active Momentum Fund
Thematic
- 1 year return
- 14.4%
- Expense ratio
- 3.05%
- NAV
- ₹13.85
Samco Special Opportunities Fund
Thematic
- 1 year return
- −1.6%
- Expense ratio
- 1.94%
- NAV
- ₹8.99
Which is better, Motilal Oswal Active Momentum or Samco Special Opportunities? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Motilal Oswal Active Momentum returned more over 1 year: 14.4% against −1.6%.
- Samco Special Opportunities costs less: 1.94% a year against 3.05% (Direct plans).
- Motilal Oswal Active Momentum fell less in its worst fall since 21-03-2025: −16.6% against −19.9%.
- Motilal Oswal Active Momentum is the larger fund: ₹1,364 Cr against ₹124 Cr.
- Their portfolios overlap 24.0%: 10 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Motilal Oswal Active Momentum Fund | Samco Special Opportunities Fund |
|---|---|---|
| Fund house | Motilal Oswal Mutual Fund | Samco Mutual Fund |
| Category | Thematic | Thematic |
| AUM | ₹1,364 Cr (30-09-2026) | ₹124 Cr (30-09-2026) |
| NAV | ₹13.85 (Direct) | ₹8.99 (Direct) |
| Expense ratio (Direct) | 3.05% | 1.94% |
| Expense ratio (Regular) | 3.16% | 3.40% |
| Riskometer | Not available | Very High |
| Benchmark | Not available | Nifty 500 TRI |
| Launch date | Not available | 06-06-2024 |
| Minimum investment | Not available | ₹5,000 |
| Lock in | Not available | None |
| Fund managers | Not available | Umeshkumar Mehta, Nirali Bhansali, Dhawal Dhanani, Vishal Shinde |
| Exit load | Not available | • 1.00% if the investment is redeemed or switched out on or before 365 days from the date of allotment of units • No Exit load will be charged if investment is redeemed or switched out after 365 days from the date of allotment of units. |
Motilal Oswal Active Momentum vs Samco Special Opportunities: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Active Momentum Fund (Direct) | −4.35% | +3.33% | +12.12% | +14.38% | -- | -- | -- |
| Samco Special Opportunities Fund (Direct) | −5.17% | +5.52% | +6.01% | −1.64% | -- | -- | -- |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | -- | -- | -- |
Category average: the average of the 235 Thematic funds, same plan type.
Motilal Oswal Active Momentum vs Samco Special Opportunities: Year-wise Returns
| Year | Motilal Oswal Active MomentumMotilal Oswal Active Momentum | Samco Special OpportunitiesSamco Special Opportunities | Nifty 500 TRI |
|---|---|---|---|
| 2026to date | +12.64% | +2.39% | −7.51% |
| 2025 | -- | −8.83% | +7.76% |
Motilal Oswal Active Momentum vs Samco Special Opportunities: Rolling Returns
Every holding period of both funds, against Nifty 500 TRI, the benchmark of both
Rolling returns
Every 1-year holding period, 149 of them, one for each trading day from 23-03-2026 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Motilal Oswal Active Momentum Fund (Direct)
Samco Special Opportunities Fund (Direct)
Nifty 500 TRI
to
Apr 2026May 2025
to
May 2026Jun 2025
to
Jun 2026Jul 2025
to
Jul 2026Sept 2025
to
Sept 2026Oct 2025
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Active Momentum | 0.0 | 0.0 | 3.4 | 5.4 | 6.7 | 42.3 | 42.3 | 23.5% | 24.3% | 7.1% | 32.6% | 100% |
| Samco Special Opportunities | 29.3 | 44.7 | 24.0 | 2.0 | 0.0 | 0.0 | 0.0 | 2.1% | 2.0% | −6.1% | 11.3% | 60% |
| Nifty 500 TRI | 39.6 | 43.0 | 16.8 | 0.7 | 0.0 | 0.0 | 0.0 | 0.9% | 0.8% | −9.0% | 10.8% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 21-03-2025. Past returns do not promise future returns.
Motilal Oswal Active Momentum vs Samco Special Opportunities: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 21-03-2025 to 30-10-2026: 20 instalments, ₹2,00,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Motilal Oswal Active MomentumMotilal Oswal Active Momentum Fund (Direct) | ₹2,00,000 | ₹2,36,260 | ₹36,260 | 20.6% |
| Samco Special OpportunitiesSamco Special Opportunities Fund (Direct) | ₹2,00,000 | ₹2,10,838 | ₹10,838 | 6.2% |
Motilal Oswal Active MomentumMotilal Oswal Active Momentum Fund (Direct)
Samco Special OpportunitiesSamco Special Opportunities Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Motilal Oswal Active Momentum vs Samco Special Opportunities: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Motilal Oswal Active Momentum Fund (Direct) | Samco Special Opportunities Fund (Direct) |
|---|---|---|
| Return (CAGR) | +14.38% | −1.64% |
| Standard deviation | 17.69% | 20.64% |
| Sharpe ratio | 0.52 | -0.33 |
| Sortino ratio | 0.71 | -0.44 |
| Maximum drawdown | −16.6% (31-03-2026) | −19.8% (23-03-2026) |
| Beta | 0.93 | 1.15 |
| Alpha | +20.86% | +7.63% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Motilal Oswal Active Momentum Fund (Direct) | Samco Special Opportunities Fund (Direct) |
|---|---|---|
| Return (CAGR) | +22.30% | −5.79% |
| Standard deviation | 17.14% | 19.65% |
| Sharpe ratio | 0.99 | -0.59 |
| Sortino ratio | 1.38 | -0.76 |
| Maximum drawdown | −16.6% (31-03-2026) | −32.2% (03-03-2025) |
| Beta | 0.97 | 1.16 |
| Alpha | +19.37% | −5.60% |
From daily NAVs, 21-03-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Motilal Oswal Active Momentum Fund (Direct)
Samco Special Opportunities Fund (Direct)
Nifty 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Motilal Oswal Active Momentum Fund (Direct) | −16.6% | 18-11-2025 | 31-03-2026 | 07-05-2026 | 37 days | −6.7% |
| Samco Special Opportunities Fund (Direct) | −19.9% | 28-10-2025 | 23-03-2026 | 18-08-2026 | 5 months | −7.0% |
| Nifty 500 TRI | −14.7% | 02-01-2026 | 30-03-2026 | Not yet | -- | −8.4% |
From daily values since 21-03-2025, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Motilal Oswal Active Momentum Fund (Direct)
Samco Special Opportunities Fund (Direct)
Nifty 500 TRI
Against Nifty 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Motilal Oswal Active Momentum Fund (Direct) | 154% | 51% | 12.29% |
| Samco Special Opportunities Fund (Direct) | 120% | 83% | 13.30% |
From month-end values since 21-03-2025. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Motilal Oswal Active Momentum vs Samco Special Opportunities: Portfolio Overlap
From each fund's latest monthly portfolio: Motilal Oswal Active Momentum Fund, September 2026; Samco Special Opportunities Fund, September 2026
Holdings in common
- Overlap
- 24.0%
- Held by both
- 10
- Only in Motilal Oswal Active Momentum
- 16
- Only in Samco Special Opportunities
- 39
| Security | % of Motilal Oswal Active Momentum | % of Samco Special Opportunities |
|---|---|---|
| Sterlite Technologies Limited | 4.85% | 6.50% |
| MTAR Technologies Limited | 5.13% | 3.86% |
| Acutaas Chemicals Limited | 2.62% | 2.54% |
| Diamond Power Infrastructure Ltd. | 6.36% | 2.48% |
| Apar Industries Limited | 2.58% | 2.19% |
| Garware Hi-Tech Films Limited | 3.92% | 2.12% |
| Syrma SGS Technology Ltd | 2.48% | 2.11% |
| Aditya Infotech Limited | 3.25% | 1.50% |
| Sky Gold And Diamonds Limited | 5.40% | 1.47% |
| Cemindia Projects Ltd | 3.85% | 0.91% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 24.0% means 24.0% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Motilal Oswal Active Momentum Fund
| Security | % of fund |
|---|---|
| Kalyan Jewellers India Limited | 4.70% |
| One 97 Communications Limited | 4.60% |
| Redington Limited | 4.17% |
| Lalithaa Jewellery Mart Ltd | 4.02% |
| Shaily Engineering Plastics Limited | 3.17% |
Largest holdings only in Samco Special Opportunities Fund
| Security | % of fund |
|---|---|
| Religare Enterprises Limited | 6.42% |
| Shilpa Medicare Limited | 3.55% |
| Laurus Labs Limited | 3.30% |
| Welspun Corp Limited | 3.24% |
| Aether Industries Limited | 2.97% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Motilal Oswal Active Momentum | Samco Special Opportunities |
|---|---|---|
| Equity | 91.0% | 99.8% |
| Debt | 0.0% | 0.0% |
| Cash and others | 9.0% | 0.2% |
Market cap of stocks
| Market cap | Motilal Oswal Active Momentum | Samco Special Opportunities |
|---|---|---|
| Large Cap | 0.0% | 4.0% |
| Mid Cap | 17.3% | 14.3% |
| Small Cap | 65.2% | 78.9% |
| Not on AMFI's list | 8.6% | 2.5% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Motilal Oswal Active Momentum | Samco Special Opportunities |
|---|---|---|
| Consumer Durables | 20.4% | 2.9% |
| Pharmaceuticals & Biotechnology | 5.3% | 19.6% |
| Electrical Equipment | 16.7% | 14.8% |
| Industrial Products | 3.9% | 9.5% |
| Auto Components | 2.9% | 8.8% |
| Industrial Manufacturing | 8.4% | 3.6% |
| Telecom - Equipment & Accessories | 4.8% | 6.5% |
| Finance | 0.0% | 6.4% |
| Financial Technology (Fintech) | 4.6% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Motilal Oswal Active Momentum vs Samco Special Opportunities: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Motilal Oswal Active Momentum Fund | Samco Special Opportunities Fund |
|---|---|---|
| Total expense ratio (Direct) | 3.05% | 1.94% |
| Base expense ratio (Direct) | 1.74% | 0.78% |
| Total expense ratio (Regular) | 3.16% | 3.40% |
| Base expense ratio (Regular) | 1.83% | 2.10% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Motilal Oswal Active Momentum with
Compare Samco Special Opportunities with
Motilal Oswal Active Momentum Fund vs Samco Special Opportunities Fund: Frequently Asked Questions
What is the difference between Motilal Oswal Active Momentum Fund and Samco Special Opportunities Fund?
Motilal Oswal Active Momentum Fund is a Thematic fund, Samco Special Opportunities Fund is a Thematic fund, run by Motilal Oswal Mutual Fund and Samco Mutual Fund. Their portfolios overlap 24.0%. Motilal Oswal Active Momentum Fund charges 3.05% a year and Samco Special Opportunities Fund 1.94%.
Which has given higher returns, Motilal Oswal Active Momentum Fund or Samco Special Opportunities Fund?
Over 1 year: Motilal Oswal Active Momentum Fund +14.38%, Samco Special Opportunities Fund −1.64%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Motilal Oswal Active Momentum Fund or Samco Special Opportunities Fund?
Samco Special Opportunities Fund charges less: 1.94% a year against 3.05%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Motilal Oswal Active Momentum Fund and Samco Special Opportunities Fund overlap?
24.0%. They hold 10 of the same securities, the largest shared ones being STLTECH-BE, MTARTECH, ACUTAAS. From each fund's latest monthly portfolio.
Can I invest in both Motilal Oswal Active Momentum Fund and Samco Special Opportunities Fund?
Yes. 24.0% of each fund's money sits in the same holdings, so some of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.