Samco Mutual Fund

Samco Mutual Fund

Samco Mutual Fund is the newest entrant in the Asset Management industry. The Securities Exchange Board of India (SEBI) gave them their final nod in July 2021. It is the first AMC to offer stress-tested investing. Herein, Stress testing is a tactic used to invest money in companies that can thrive in a range of demanding scenarios. This tactic helps in generating superior long-term risk-adjusted returns.

In addition, Samco Mutual Fund is the first AMC in India to report Daily Active Share and strives to introduce actively managed funds with a High Active Share. It boasts a solid AUM (Assets under Management) of INR 601.65 Crores.

Also, to produce superior long-term returns for investors, it aims to maintain an efficient portfolio turnover and cost structure while purchasing efficient companies at an efficient price.

Best Samco Mutual Fund

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Samco Mutual Fund Key Information

  • Name of the Mutual Fund
  • Samco Mutual Fund
  • Trustee Name
  • Samco Trustee Private Limited.
  • Managing Director & Chief Executive Officer
  • Mr. Viraj Gandhi
  • Assets Managed
  • ₹649.82 Crores
  • Address
  • 1003 – A Naman Midtown 10th Floor, Senapati Bapat Marg, Prabhadevi (west) Mumbai 400 013 India.

Samco Mutual Fund Managers

Nirali Bhansali

Ms Nirali Bhansali holds B.E.and MBA degrees. She started her career as a senior analyst at Samco Securities Ltd. and has moved up to become Head of Equity Research. She has over 7 years of work experience, of which 5 years are in capital markets and investment research. She manages 1 scheme with an AUM of ₹559 Cr.

Dhawal Ghanshyam Dhanani

Mr Dhawal Dhanani is a B.Com., C.A. and has 5+ of rich experience in fund management. He started as an equity research analyst at Samco Securities Ltd. He has over 5 years of work experience, out of which more than 2 years are in capital markets and investment research. He manages 1 scheme with an AUM of ₹ 559 Cr.

How to invest in SAMCO Mutual Fund?

Investing in SAMCO Mutual Funds is easy, fast and convenient on the 5Paisa platform. As one country’s largest investing platform, 5Paisa allows you to easily add SAMCO and other mutual funds to your portfolio.

Here are the steps you need to follow to invest in SAMCO Mutual Fund online:

Step 1: Log in to your 5Paisa Account. In case you do not have one, click the link to register and create a new 5Paisa account in 3 easy steps. Alternatively, you can also download the 5Paisa app on your smartphone for Android or IOS and log in from your device.

Step 2: Search for the SAMCO Mutual Fund scheme that you wish to invest in

Step 3: Select the suitable option as per your specific requirement and risk appetite

Step 4: Select the investment type from SIP (Systematic Investment Plan) or Lumpsum investment

Step 5: Put the amount that you’d like to invest and proceed with the payment option by clicking on the ‘Invest Now’ button

This is all you need to do to complete the investment process on the 5Paisa platform. Once your payment is successfully debited, you can see the SAMCO Mutual Fund reflected in your 5Paisa account In approximately 3-4 working days. If you selected the SIP option, the amount chosen would get deducted every month starting from the initial payment date.

Top 10 Samco Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

Samco Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 04-02-22 and is currently under the management of our experienced fund manager Nirali Bhansali. With an impressive AUM of ₹711 Crores, this scheme's latest NAV is ₹12.4 as of 27-05-24.

Samco Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 25.7% in the last 1 year, -% in the last 3 years, and an 9.8% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹711
  • 3Y Return
  • 25.7%

Current NFO

Closed NFO

Frequently Asked Questions

How to invest in SAMCO mutual funds?

You can invest in SAMCO Mutual Fund online directly through the 5Paisa platform. Alternatively, you can invest in SAMCO Mutual Fund through the fund houses’ website or any other online platform or mobile application.

How can I stop SIP in SAMCO mutual funds?

You can stop SIP in SAMCO Mutual Fund online. To do this, you must directly visit the SAMCO Mutual Fund website, log in with the folio number, and stop the SIP. Alternatively, you can log in to the platform where they started the SAMCO Mutual Fund investment and stop the SIP.

What are the average returns of Samco Flexi Cap Fund Direct-Growth Fund?

The average return since the inception of Samco Flexi Cap Fund Direct-Growth is -4.2%

What are the top holdings of Samco Flexi Cap Fund Direct-Growth Fund?

The top holdings of Samco Flexi Cap Fund Direct-Growth Fund include

  • Tata Consultancy Services Ltd-9.94%
  • Bajaj Finserv Ltd-7.72%
  • Bajaj Finance Ltd-7.72%
  • Coforge Ltd-6.86%
  • Jubilant Foodworks Ltd-5.82%

How can I place a SIP order in Samco Flexi Cap Fund Direct-Growth?

There are two options available to invest in Samco Flexi Cap Fund Direct-Growth. These are-

  • Lump-sum (Min of Rs 5,000/- and in multiples of Rs 1/- after that) or
  • Systematic Investment Plan (SIP) (Minimum investment of Rs 500/- and in multiples of Re 1/- after that)

What documents do I need to submit with my initial application to buy SAMCO mutual fund units?

Here is the list of documents needed to incur a SAMCO mutual fund for the first time-

  • KYC documents of all holders
  • Bank account proof
  • Power of Attorney (notarised)
  • PIO/OCI card
  • Board resolution/Authorisation to invest
  • List of authorised signatories (with specimen signature)
  • Overseas auditors certificate

Which top sectors have Samco Flexi Cap Fund Direct-Growth Fund invested in?

The fund has majorly invested in Cash Equivalent (100%), Tech (31.38%), Financial Services (27.54%), Health (11.52%), Consumer Cyclical (10.45%), Consumer Defensive    (4.41%), Industrial (3.86%), and communication (1.73%).

What is the benchmark of the Samco Flexi Cap Fund?

Samco Flexi Cap Fund’s performance would be benchmarked against NIFTY500 TRI. However, it is important to keep in mind that the benchmark performance is a broad measurement of the changes in the stock markets and is to be used only for comparative purposes. It does not indicate the potential performance of the Samco Flexi Cap Fund in any form.

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