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Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option vs Samco Active Momentum Fund - Direct Plan - Growth Option
Nippon India Consumption Fund and Samco Active Momentum Fund are both in the Thematic Fund category, from Nippon Life India Asset Management Limited and Samco Asset Management Private Limited respectively. Nippon India Consumption Fund has posted a higher 3-year rolling CAGR. Nippon India Consumption Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Nippon India Consumption Fund has the lower direct-plan expense ratio, by 1.02 percentage points.
| Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option | Samco Active Momentum Fund - Direct Plan - Growth Option | |
|---|---|---|
| Category | Thematic Fund | Thematic Fund |
| AMC | Nippon Life India Asset Management Limited | Samco Asset Management Private Limited |
| Benchmark | Nifty India Consumption TRI | Nifty 500 TRI |
| NAV | ₹202.5547 (2026-10-28) | ₹15.64 (2026-10-28) |
| AUM | ₹2,167.816 Cr | ₹747.28 Cr |
| Expense Ratio (Direct) | 0.9% | 1.92% |
| Inception | 2004-09-16 | 2023-06-15 |
Returns
Nippon India Consumption Fund leads on 3-year rolling CAGR (16.8% vs Samco Active Momentum Fund's 15.4%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Samco Active Momentum Fund has been the more volatile of the two by standard deviation.
| Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option | Samco Active Momentum Fund - Direct Plan - Growth Option | |
|---|---|---|
| 3Y Sharpe Ratio | -0.05 | 0.31 |
| 3Y Alpha | -1.6518% | 3.8169% |
| 3Y Std Deviation | 13.8893% | 15.6612% |
| 3Y Calmar Ratio | 0.27 | 0.47 |
Portfolio Analytics
Nippon India Consumption Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Nippon India Consumption Fund - Direct Plan Growth Plan - Growth Option | Samco Active Momentum Fund - Direct Plan - Growth Option | |
|---|---|---|
| P/E Ratio | 43.4948 | 28.9991 |
| P/B Ratio | 6.656 | - |
| Dividend Yield | 0.9457% | 0.4745% |
| Active Share | 45.26% | 94.33% |
| Portfolio Turnover | 59% | 771% |
| YTM | - | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Samco Active Momentum Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a higher 3-year return, Nippon India Consumption Fund or Samco Active Momentum Fund?
Nippon India Consumption Fund's 3-year rolling CAGR of 16.8% is higher than Samco Active Momentum Fund's 15.4%. Nippon India Consumption Fund sits in the 45th percentile of its category on this metric, versus the 29th percentile for Samco Active Momentum Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Nippon India Consumption Fund or Samco Active Momentum Fund?
Nippon India Consumption Fund's direct-plan expense ratio is 1.02 percentage points lower than Samco Active Momentum Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Nippon India Consumption Fund or Samco Active Momentum Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), Samco Active Momentum Fund has been more volatile than Nippon India Consumption Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (-0.05 for Nippon India Consumption Fund vs 0.31 for Samco Active Momentum Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Nippon India Consumption Fund or Samco Active Momentum Fund?
Nippon India Consumption Fund has ₹2,168 Cr in assets under management, versus ₹747 Cr for Samco Active Momentum Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Nippon India Consumption Fund or Samco Active Momentum Fund?
Nippon India Consumption Fund launched on 2004-09-16, making it older than Samco Active Momentum Fund (launched 2023-06-15). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.