Fund house overviewSamco
Mutual Fund.
Samco Mutual Fund is the asset management arm of the broker Samco Securities. It runs a small line-up built around the group's in-house stock-selection framework.
Samco Mutual Fund at a glance
Fund-house metrics and scheme data labelled separately.
Samco mutual funds
Filter the list to find a scheme. Returns shown are annualised where applicable.
| Scheme | NAV | ||||
|---|---|---|---|---|---|
| Samco Active Momentum Fund - Direct Plan - GrowthDirectSectoral/ Thematic · Equity | ₹728 Cr | ₹16.18 | 2.01% | +17.0% | +16.1% |
| Samco Active Momentum Fund - Regular Plan - GrowthRegularSectoral/ Thematic · Equity | ₹728 Cr | ₹15.46 | 3.32% | +15.4% | +14.5% |
| Samco Multi Asset Allocation Fund - Direct Plan - GrowthDirectMulti Asset Allocation · Hybrid | ₹397 Cr | ₹12.27 | 2.30% | +2.6% | — |
| Samco Multi Asset Allocation Fund - Regular Plan - GrowthRegularMulti Asset Allocation · Hybrid | ₹397 Cr | ₹11.92 | 3.78% | +1.0% | — |
| Samco Flexi Cap Fund - Direct Plan - GrowthDirectSectoral/ Thematic · Equity | ₹262 Cr | ₹9.84 | 1.90% | -7.5% | -4.0% |
| Samco Flexi Cap Fund - Regular Plan - GrowthRegularSectoral/ Thematic · Equity | ₹262 Cr | ₹9.20 | 3.21% | -8.8% | -5.3% |
| Samco Multi Cap Fund - Direct Plan - GrowthDirectMulti Cap Fund · Equity | ₹229 Cr | ₹9.11 | 2.26% | -2.0% | — |
| Samco Multi Cap Fund - Regular Plan - GrowthRegularMulti Cap Fund · Equity | ₹229 Cr | ₹8.83 | 3.74% | -3.6% | — |
| Samco Small Cap Fund - Direct Plan - GrowthDirectSmall Cap Fund · Equity | ₹196 Cr | ₹12.56 | 1.93% | — | — |
| Samco Small Cap Fund - Regular Plan - GrowthRegularSmall Cap Fund · Equity | ₹196 Cr | ₹12.40 | 3.37% | — | — |
Compare funds at a glance
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NAV is a unit price, not a performance measure; schemes with different mandates need separate suitability checks.
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Key information about Samco Mutual Fund
| Mutual fund name | Samco Mutual Fund |
|---|---|
| Asset management company | Samco Mutual Fund |
| Mutual fund setup date | 11 February 2020 |
| Sponsor | Samco Securities Limited |
| Trustee organisation | Samco Trustee Private Limited |
| Managing director | Viraj Gandhi |
| SEBI registration | MF/083/20/21 |
| Mutual fund AUM | About ₹2,546 Cr as of Oct 2026 |
| Investor service | Official contact and grievance details ↗ |
Documents required to invest in Samco Mutual Fund
For an individual investor, the exact requirements depend on KYC status and account type.
Keep a valid PAN or applicable exemption reference ready.
Use a document accepted under current KYC rules.
Provide an account in your name for investments and redemptions.
Keep mobile, email and nomination information available.
Joint holders, minors, NRIs and entities may require more. See AMFI's current KYC guidance.
How to invest in Samco MF schemes through Zomint
- 01Choose the scheme
Match its mandate and riskometer to your goal and time horizon.
- 02Complete KYC
Confirm identity, address and bank details as needed.
- 03Place the investment
Choose SIP or one-time, review plan details and authorise payment.
Review the fund and your current holdings with an advisor before investing.
Samco Mutual Fund customer care
Top Samco Mutual Fund managers
Key fund managers managing schemes under Samco.
The fund is one part of your portfolio
Zomint's investment process considers consistency, downside risk, costs, portfolio quality and manager behaviour. It also checks whether a new fund duplicates existing holdings.
Vishal Singh
Head of Investments at Zomint
Vishal and the investment team look at a fund alongside your existing holdings, costs and risk. A strong standalone scheme may still add too much overlap.
Questions worth asking
Know when the data was checked
Scheme data
NAV, AUM, expense ratio and fund-manager assignments are sourced from Samco's official website and AMFI registered data. The fund table covers 29 schemes listed under Samco Mutual Fund. It is not the full AMC directory or a recommendation.
Fund-house figures
Samco reports about ₹2,546 Cr in AUM as of Oct 2026. Source: official website.
Corporate details
Setup date (11 February 2020), sponsor, SEBI registration (MF/083/20/21) follow AMFI member records. Contact details come from Samco's website.
Costs
Expense ratios shown are Base Expense Ratio (BER) from the latest available factsheet. Check current TER disclosures for the full applicable expense figure.
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This page is auto-synced daily from verified data feeds. Zomint does not make any scheme recommendation on this page.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance does not guarantee future results. Zomint is an AMFI-Registered Mutual Fund Distributor (ARN-369496). No scheme recommendation is made on this page.