Samco Flexi Cap Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 17.6% | - | - | 9.7% | ||||
| Category Average | 38.6% | 20.7% | 21.7% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | 10% of the units allotted may be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. Any redemption in excess of such limit in the first 12 months from the date of allotment shall be subject to the following exit load: 1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units; Nil, if redeemed or switched out after completion of 12 months from the date of allotment of unit. |
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Fund Objective
Samco Mutual Fund’s Samco Flexi Cap Fund Direct-Growth is an Equity mutual fund. This scheme was introduced on February 4, 2022, and Nirali Bhansali and Dhawal Dhanani are now serving as fund managers. It is an open-ended plan that invests in big-cap, mid-cap, and small-cap equities.
The Scheme’s investment goal is to strive to produce long-term capital growth via an actively managed portfolio of Indian and international equity instruments across market capitalisation. This growth will be generated by exposure to a broad range of market capitalisation. On the other hand, there is neither a promise nor a warranty that the scheme will be successful in achieving its investment goal.
Pros & Cons
Pros |
Cons |
| High liquidity. | High volatility. |
How to invest in Samco Flexi Cap Fund?
Investing in the Samco Flexi Cap Fund is straightforward with 5paisa. The shortened approach does not need documentation. Here are the basic steps to get started:
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.
What is the expense ratio of the Samco Flexi Cap Fund?
When referring to Samco Flexi Cap Fund Direct-Growth or any other mutual fund, the term “Expense Ratio” refers to the yearly fees that a shareholder is required to pay to the mutual fund company for the business’s management of the shareholder’s investments in the fund.
Who should invest in the Samco Flexi Cap Fund?
● The Samco Flexi Cap Fund is an excellent option for any investor who has a time horizon of at least 3 years, and a desire to own profitable businesses located in a variety of countries.
● It is also a good option for investors who want to put their money into a liquid investment vehicle but are also ready to take on market risk and cash flow risk in exchange for the potential for higher returns.
What are the benefits of investing in the Samco Flexi Cap Fund?
The benefits of investing in the Samco Flexi Cap Fund include:
● Potential for higher returns
Flexi Cap Funds invest in a mix of large, mid and small-cap stocks, which can lead to higher returns over the long term.
● Diversification
The fund invests across different market capitalisations, sectors, and geographies, which helps in reducing the overall portfolio risk.
● Professional management
Samco Flexi Cap Fund is managed by professional fund managers who have the expertise and experience to make informed investment decisions.
● Liquidity
The Samco Flexi Cap Fund can be easily redeemed at any time, making it a liquid investment option.
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.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Equity .
- Flexi Cap .
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- 25,696
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23.2%Fund Size - 25,696
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9.7%Fund Size - 25,696
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19%Fund Size - 25,696
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- Equity .
- Flexi Cap .
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- 16,677
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44.1%Fund Size - 16,677
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23.8%Fund Size - 16,677
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24.2%Fund Size - 16,677
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- Equity .
- Flexi Cap .
-
- 4,804
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45.3%Fund Size - 4,804
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21.5%Fund Size - 4,804
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22.5%Fund Size - 4,804
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- Equity .
- Flexi Cap .
-
- 51,094
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37.3%Fund Size - 51,094
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19.3%Fund Size - 51,094
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20%Fund Size - 51,094
-
- Equity .
- Flexi Cap .
-
- 1,076
-
35.9%Fund Size - 1,076
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19%Fund Size - 1,076
-
19.9%Fund Size - 1,076
AMC Contact Details
More Funds from Samco Mutual Fund
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 594
-
-Fund Size - 594
-
-Fund Size - 594
-
-Fund Size - 594
-
- 594
-
-Fund Size - 594
-
-Fund Size - 594
-
-Fund Size - 594
-
- Equity .
- Sectoral / Thematic .
-
- 813
-
50%Fund Size - 813
-
-Fund Size - 813
-
-Fund Size - 813
-
- Equity .
- ELSS .
-
- 112
-
33.3%Fund Size - 112
-
-Fund Size - 112
-
-Fund Size - 112
-
- Debt .
- Overnight .
-
- 51
-
6.7%Fund Size - 51
-
-Fund Size - 51
-
-Fund Size - 51
Mutual Funds By Category
Equity
Debt
Hybrid
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 29,533
-
37.9%Fund Size - 29,533
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26.1%Fund Size - 29,533
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22%Fund Size - 29,533
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- Equity .
- Large Cap .
-
- 2,120
-
42.2%Fund Size - 2,120
-
21.5%Fund Size - 2,120
-
21.7%Fund Size - 2,120
-
- Equity .
- Large Cap .
-
- 13,930
-
32.1%Fund Size - 13,930
-
17.7%Fund Size - 13,930
-
21.5%Fund Size - 13,930
-
- Equity .
- Large Cap .
-
- 59,364
-
38.6%Fund Size - 59,364
-
22.4%Fund Size - 59,364
-
21.4%Fund Size - 59,364
-
- Equity .
- Large Cap .
-
- 8,847
-
34.6%Fund Size - 8,847
-
18.6%Fund Size - 8,847
-
21.1%Fund Size - 8,847
Frequently Asked Questions
How to invest in Samco Flexi Cap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Samco Flexi Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Samco Flexi Cap Fund – Direct Growth ?
How to redeem Samco Flexi Cap Fund – Direct Growth holding ?
What is the minimum sip amount of Samco Flexi Cap Fund – Direct Growth?
What are the top sectors Samco Flexi Cap Fund – Direct Growth has invested in?
- Capital Markets - 24.14%
- Finance - 9.93%
- Others - 9.67%
- Automobiles - 8.06%
- Pharmaceuticals & Biotech - 7.62%
Can I make investments in both the SIP and Lump Sum schemes of Samco Flexi Cap Fund – Direct Growth?
How much returns have Samco Flexi Cap Fund – Direct Growth generated ?
What is the expense ratio of Samco Flexi Cap Fund – Direct Growth ?
What is the AUM of Samco Flexi Cap Fund – Direct Growth?
What are the top stock holdings of Samco Flexi Cap Fund – Direct Growth?
- Hind.Aeronautics - 5.05%
- Nippon Life Ind. - 5.01%
- Motil.Oswal.Fin. - 4.88%
- Bajaj Auto - 4.61%
- Bharat Electron - 4.37%
How can I redeem my investments in Samco Flexi Cap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Samco Flexi Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.