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Samco Mutual Fund
- AMC AGE NA
- AMC AUM (In Cr) ₹ 2,516.20
- Number of Schemes 13
Samco Mutual Fund is a newer AMC in India and is commonly associated with a more differentiated, idea-led investing approach that focuses on clear product narratives and defined strategy frameworks. As with any newer fund house, investors typically evaluate it for how its schemes complement broader portfolios, particularly when looking for a specific style of equity exposure or a defined investment philosophy.
When exploring Samco Mutual Fund schemes or checking Samco Mutual Fund returns, it helps to stay category-aware and horizon-aware, because newer strategies can behave differently across market cycles. On 5paisa, you can browse schemes, compare options, and invest via SIP or lump sum with a uniform workflow that keeps the investor journey consistent.
For most investors, the best way to assess the AMC is by selecting a scheme for a role and holding it long enough for that role to play out, rather than treating it as a short-term bet.
List of Samco Mutual Funds Schemes
Filters
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Samco ELSS Tax Saver Fund - Direct Growth
|
106 | 7.78% | - | |
Samco Overnight Fund - Direct Growth
|
32 | 6.04% | - | |
Samco Flexi Cap Fund - Direct Growth
|
286 | 3.10% | - | |
Samco Active Momentum Fund - Direct Growth
|
647 | - | - | |
| Samco Dynamic Asset Allocation Fund-Dir Growth
|
199 | - | - | |
Samco Special Opportunities Fund - Direct Growth
|
126 | - | - | |
Samco Multi Cap Fund - Direct Growth
|
248 | - | - | |
Samco Arbitrage Fund - Direct Growth
|
33 | - | - | |
Samco Multi Asset Allocation Fund - Direct Growth
|
402 | - | - | |
Samco Large Cap Fund - Direct Growth
|
109 | - | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
Samco ELSS Tax Saver Fund - Direct Growth
|
7.78% Fund Size (Cr.) - 106 |
||
Samco Overnight Fund - Direct Growth
|
6.04% Fund Size (Cr.) - 32 |
||
Samco Flexi Cap Fund - Direct Growth
|
3.10% Fund Size (Cr.) - 286 |
||
Samco Active Momentum Fund - Direct Growth
|
- Fund Size (Cr.) - 647 |
||
| Samco Dynamic Asset Allocation Fund-Dir Growth
|
- Fund Size (Cr.) - 199 |
||
Samco Special Opportunities Fund - Direct Growth
|
- Fund Size (Cr.) - 126 |
||
Samco Multi Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 248 |
||
Samco Arbitrage Fund - Direct Growth
|
- Fund Size (Cr.) - 33 |
||
Samco Multi Asset Allocation Fund - Direct Growth
|
- Fund Size (Cr.) - 402 |
||
Samco Large Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 109 |
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Key Information about Samco Mutual Fund
- Name of the Mutual Fund
- Samco Mutual Fund
- Date of Incorporation
- 06 December 2019
- Setup Date
- 30 July 2021
- Sponsor Name
- Samco Securities Ltd
- Trustee Name
- SAMCO TRUSTEE PRIVATE LIMITED
- Chief Executive Officer
- Mr. Viraj Gandhi
- Compliance Officer
- NA
- Chief Investment Officer
- NA
- Investment Service Officer
- Mr. Sushil Sharma
- Auditor
- Mr. Sadath Ali Khan
- Custodian
- Deutsche Bank A.G.
- Registrars
- KFin Technologies Limited
- Address (Head Office)
- 1003, A Naman Midtown, Senapati Bapat Marg, Prabhadevi West
- Telephone No
- 022-41708999
- Fax No
- NA
Samco Mutual Fund Managers
How to Invest in Samco Mutual Fund?
Investing in Samco Mutual Fund through 5paisa follows a clean online flow that helps you move from selection to transaction without friction. Here are the steps:
Step 1: Log in to your 5paisa account, or create one quickly if you’re a first-time user.
Step 2: Complete KYC digitally using PAN and address proof so mutual fund transactions are enabled.
Step 3: Go to Mutual Funds and search for Samco Mutual Fund to explore Samco Mutual Fund schemes listed on the platform.
Step 4: Decide whether you’re investing for long-term growth, diversification, or a specific allocation role within your portfolio.
Step 5: Review the scheme features and confirm the category, horizon, and risk profile match what you’re comfortable with.
Step 6: Choose SIP for periodic investing or lump sum if you want to invest a one-time amount.
Step 7: Confirm and pay, then track the investment and future actions from your 5paisa portfolio dashboard.
Once units are allotted after processing, your holdings stay visible on the platform for ongoing monitoring and management.
How to Invest in Samco Mutual Fund ?
Investing in Samco Mutual Fund through 5paisa follows a clean online flow that helps you move from selection to transaction without friction. Here are the steps:
Step 1: Log in to your 5paisa account, or create one quickly if you’re a first-time user.
Step 2: Complete KYC digitally using PAN and address proof so mutual fund transactions are enabled.
Step 3: Go to Mutual Funds and search for Samco Mutual Fund to explore Samco Mutual Fund schemes listed on the platform.
Step 4: Decide whether you’re investing for long-term growth, diversification, or a specific allocation role within your portfolio.
Step 5: Review the scheme features and confirm the category, horizon, and risk profile match what you’re comfortable with.
Step 6: Choose SIP for periodic investing or lump sum if you want to invest a one-time amount.
Step 7: Confirm and pay, then track the investment and future actions from your 5paisa portfolio dashboard.
Once units are allotted after processing, your holdings stay visible on the platform for ongoing monitoring and management.
Top 10 Samco Mutual Fund to Invest
- Samco ELSS Tax Saver Fund - Direct Growth is an ELSS scheme that was launched on 15-11-2022 and is currently under the management of our experienced fund manager Umeshkumar Mehta. With an impressive
AUM of ₹106 Crores, this scheme's latest NAV is ₹12.99 as of 5/14/2026 12:00:00 AM.
Samco ELSS Tax Saver Fund - Direct Growth scheme has delivered a return performance of -1.29% in the last 1 year, 7.78% in the last 3 years, and an 8.01 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 106
- 3Y Return
- 7.78%
- Samco Overnight Fund - Direct Growth is an Overnight scheme that was launched on 04-10-2022 and is currently under the management of our experienced fund manager Umeshkumar Mehta. With an impressive
AUM of ₹32 Crores, this scheme's latest NAV is ₹1237.292 as of 5/14/2026 12:00:00 AM.
Samco Overnight Fund - Direct Growth scheme has delivered a return performance of 5.11% in the last 1 year, 6.04% in the last 3 years, and an 6.11 since its launch. With a minimum SIP investment of just ₹250, this scheme offers a great investment opportunity for those looking to invest in Overnight Fund.
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 32
- 3Y Return
- 6.04%
- Samco Flexi Cap Fund - Direct Growth is an Flexi Cap scheme that was launched on 17-01-2022 and is currently under the management of our experienced fund manager Umeshkumar Mehta. With an impressive
AUM of ₹286 Crores, this scheme's latest NAV is ₹10.5 as of 5/14/2026 12:00:00 AM.
Samco Flexi Cap Fund - Direct Growth scheme has delivered a return performance of -0.85% in the last 1 year, 3.10% in the last 3 years, and an 1.15 since its launch. With a minimum SIP investment of just ₹250, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap Fund.
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 286
- 3Y Return
- 3.10%
- Samco Active Momentum Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 15-06-2023 and is currently under the management of our experienced fund manager Umeshkumar Mehta. With an impressive
AUM of ₹647 Crores, this scheme's latest NAV is ₹13.81 as of 5/14/2026 12:00:00 AM.
Samco Active Momentum Fund - Direct Growth scheme has delivered a return performance of -0.14% in the last 1 year, - in the last 3 years, and an 11.95 since its launch. With a minimum SIP investment of just ₹250, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 647
- 3Y Return
- -
- Samco Dynamic Asset Allocation Fund-Dir Growth is an Dynamic Asset Allocation or Balanced Advantage scheme that was launched on 07-12-2023 and is currently under the management of our experienced fund manager Umeshkumar Mehta. With an impressive
AUM of ₹199 Crores, this scheme's latest NAV is ₹10.55 as of 5/14/2026 12:00:00 AM.
Samco Dynamic Asset Allocation Fund-Dir Growth scheme has delivered a return performance of 2.03% in the last 1 year, - in the last 3 years, and an 2.28 since its launch. With a minimum SIP investment of just ₹250, this scheme offers a great investment opportunity for those looking to invest in Dynamic Asset Allocation or Balanced Advantage.
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 199
- 3Y Return
- -
- Samco Special Opportunities Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 17-05-2024 and is currently under the management of our experienced fund manager Umeshkumar Mehta. With an impressive
AUM of ₹126 Crores, this scheme's latest NAV is ₹8.48 as of 5/14/2026 12:00:00 AM.
Samco Special Opportunities Fund - Direct Growth scheme has delivered a return performance of 3.41% in the last 1 year, - in the last 3 years, and an -8.16 since its launch. With a minimum SIP investment of just ₹250, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 126
- 3Y Return
- -
- Samco Multi Cap Fund - Direct Growth is an Multi Cap scheme that was launched on 10-10-2024 and is currently under the management of our experienced fund manager Umeshkumar Mehta. With an impressive
AUM of ₹248 Crores, this scheme's latest NAV is ₹8.6 as of 5/14/2026 12:00:00 AM.
Samco Multi Cap Fund - Direct Growth scheme has delivered a return performance of -6.93% in the last 1 year, - in the last 3 years, and an -9.35 since its launch. With a minimum SIP investment of just ₹250, this scheme offers a great investment opportunity for those looking to invest in Multi Cap Fund.
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 248
- 3Y Return
- -
- Samco Arbitrage Fund - Direct Growth is an Arbitrage scheme that was launched on 11-11-2024 and is currently under the management of our experienced fund manager Umeshkumar Mehta. With an impressive
AUM of ₹33 Crores, this scheme's latest NAV is ₹10.79 as of 5/14/2026 12:00:00 AM.
Samco Arbitrage Fund - Direct Growth scheme has delivered a return performance of 5.17% in the last 1 year, - in the last 3 years, and an 5.34 since its launch. With a minimum SIP investment of just ₹250, this scheme offers a great investment opportunity for those looking to invest in Arbitrage Fund.
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 33
- 3Y Return
- -
- Samco Multi Asset Allocation Fund - Direct Growth is an Multi Asset Allocation scheme that was launched on 04-12-2024 and is currently under the management of our experienced fund manager Nirali Bhansali. With an impressive
AUM of ₹402 Crores, this scheme's latest NAV is ₹12.51 as of 5/14/2026 12:00:00 AM.
Samco Multi Asset Allocation Fund - Direct Growth scheme has delivered a return performance of 9.93% in the last 1 year, - in the last 3 years, and an 17.53 since its launch. With a minimum SIP investment of just ₹250, this scheme offers a great investment opportunity for those looking to invest in Multi Asset Allocation.
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 402
- 3Y Return
- -
- Samco Large Cap Fund - Direct Growth is an Large Cap scheme that was launched on 05-03-2025 and is currently under the management of our experienced fund manager Nirali Bhansali. With an impressive
AUM of ₹109 Crores, this scheme's latest NAV is ₹9.37 as of 5/14/2026 12:00:00 AM.
Samco Large Cap Fund - Direct Growth scheme has delivered a return performance of -4.00% in the last 1 year, - in the last 3 years, and an -5.56 since its launch. With a minimum SIP investment of just ₹250, this scheme offers a great investment opportunity for those looking to invest in Large Cap Mutual Funds.
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 109
- 3Y Return
- -
Closed NFO
-
-
14 Nov 2025
Launch Date
28 Nov 2025
Closed Date
Other Calculators
Frequently Asked Questions
You simply search Samco Mutual Fund under Mutual Funds on 5paisa, select a scheme, and invest through SIP or lump sum in a fully digital flow.
The best Samco Mutual Fund for SIP is typically the scheme that fits your goal and time horizon while aligning with your comfort for volatility and portfolio allocation.
Schemes offered by Samco Mutual Funds have their own respective expense ratios that are available for you to check on the individual mutual fund of your choice in the table above.
Yes, you can manage your SIP digitally on 5paisa, including pausing or cancelling instalments depending on the instruction and mandate terms.
You need a verified 5paisa account, KYC completion, and a linked bank account so purchases and redemptions can be processed properly.
It is fairly simple to increase your SIP amount in Samco Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.