Samco Mutual Funds
Samco Securities Limited, a wealth technology start-up, is the sponsor of Samco Mutual Fund. The Samco Group first joined the capital markets in 1993. It was then called Samruddhi Stock Brokers Limited More than two decades later, in 2015, the company’s name was changed to Samco Securities. It was done by Jimeet Modi, the CEO of the group. Samco Group’s work is spread across many sectors. Some of these include capital market financing and consulting, asset management, stock broking and mutual funds. The company has over 2.5 lakh clients. Its head office is in Mumbai. Samco Group works to provide its investors with access to financial products that are technologically advanced. The company wants its customers to grow their money quickly and affordably using these financial products. The Samco Group launched its first NFO in January 2022. This was a year after the company established Samco Mutual Fund, its asset management business, in 2021.
11 funds
Samco Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
4.16%
Expense ratio
0.96%
Returns vs category
Risk vs category
Samco Arbitrage Fund
Equity • Arbitrage • Direct Growth3Y CAGR
0.00%
Expense ratio
0.38%
Returns vs category
N/A
Risk vs category
N/A
Samco Dynamic Asset Allocation Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
0.00%
Expense ratio
0.87%
Returns vs category
N/A
Risk vs category
N/A
Samco ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
0.00%
Expense ratio
0.97%
Returns vs category
N/A
Risk vs category
N/A
Samco Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
0.00%
Expense ratio
0.79%
Returns vs category
N/A
Risk vs category
N/A
Samco Large Cap Fund
Equity • Large Cap • Direct Growth3Y CAGR
0.00%
Expense ratio
0.74%
Returns vs category
N/A
Risk vs category
N/A
Samco Multi Asset Allocation Fund
Hybrid • Multi Asset • Direct Growth3Y CAGR
0.00%
Expense ratio
0.53%
Returns vs category
N/A
Risk vs category
N/A
Samco Multi Cap Fund
Equity • Multi Cap • Direct Growth3Y CAGR
0.00%
Expense ratio
0.78%
Returns vs category
N/A
Risk vs category
N/A
Samco Special Opportunities Fund
Equity • Other • Direct Growth3Y CAGR
0.00%
Expense ratio
0.86%
Returns vs category
N/A
Risk vs category
N/A
Samco Active Momentum Fund
Equity • Other • Direct Growth3Y CAGR
0.00%
Expense ratio
0.87%
Returns vs category
N/A
Risk vs category
N/A
About
AMC Summary
The fund house’s total assets under management (AUM) were ₹3,000 crore as on December 31, 2024. Samco has many mutual fund schemes that cater to various categories of investors.
About Samco Mutual Funds
In 1993, Samco Securities was established as Samruddhi Stock Brokers Limited. Later on, it changed its name to become a provider of various financial services. Samco Mutual Fund concentrates on strong companies. To identify high-return investments, it employs many tactics and sophisticated analytics. The fund house has a presence in more than 100 Indian locations.
Samco Mutual Fund Key Information
Here are key details about Samco Mutual Fund:
- Mutual Fund Name: Samco Mutual Fund
- Asset Management Company: Samco Asset Management Private Limited
- Founding Year: 2021
- Headquarters: Mumbai
- Sponsor: Samco Securities Ltd
- Trustee Organization: Samco Trustee Private Limited
- Managing Director & CEO: Viraj Gandhi
- Chief Investment Officer: Umeshkumar Mehta
- Investor Relations Officer: Sadath Ali Khan
- Compliance Officer: C. Balasubramanian
How to Invest in Samco Mutual Fund
You can invest in Samco Mutual Fund both online and offline.
Online:
- First you need to verify that your KYC requirement have been completed
- Once you are done with that, register on the Samco Mutual Fund website or the Upstox app.
- Then choose the schemes that best fit your preferences.
- After this, choose between Systematic Investment Plan (SIP) or a lump-sum investment.
- For making the payment, you can choose UPI, net banking, or other available methods.
Offline:
- Visit the nearest Samco Mutual Fund branch or authorised distributor.
- Fill out the investment application and attach the necessary paperwork.
- After the application is submitted, it will be reviewed and an investment confirmation will be sent.
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Frequently Asked Questions
How can I obtain my Samco Mutual Fund statement?
To obtain your mutual fund statement, you need to visit the official Samco Mutual Fund website to access your account or get in touch with customer support. You can also sign in to the Upstox app and get the statement there.
What is the typical redemption processing time for Samco Mutual Fund?
Redemption time varies from scheme to scheme. Depending on the specific scheme units that you want to redeem, requests are typically handled within one to three working days.
How can I modify my SIP amount in Samco Mutual Fund?
To modify the SIP amount, you need to head to the AMC website or Upstox app. There in the section allotted for SIP, you can change the amount.
What are the redemption charges associated with Samco Mutual Fund?
The redemption charges depend on a specific mutual fund scheme. It differs from scheme to scheme. Refer to the scheme's offer document for information.
How are mutual fund returns taxed
For short-term capital gains, the tax is 20%. These are gains made on fund units sold within 12 months of buying them. If the investor holds on to units for more than 12 months, the gains are known as long-term capital gains. Up to Rs 1.25 lakh in such gains are tax-free per fiscal year. Over this amount, gains are taxed at a rate of 12.5%.