Best Samco Mutual Fund Schemes

Fund Name
Ratings
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Rating in Ascending
Risk
Risk in Descending
Risk in Ascending
3Y Returns
Three Years Returns in Descending
Three Years Returns in Ascending
AUM
Asset Under Management in Descending
Asset Under Management in Ascending

Samco Flexi Cap Fund

Equity Flexi Cap Fund

0 hello

Very High

1.38%

₹447.74 cr.

Samco Dynamic Asset Allocation Fund Direct Plan IDCW Payout

Hybrid Dynamic Asset Allocation or Balanced Advantage

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Very High

0%

₹507.01 cr.

Samco Multi Asset Allocation Fund Direct Plan Growth

Hybrid Multi Asset Allocation

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Very High

0%

₹230.09 cr.

Samco Dynamic Asset Allocation Fund Direct Plan IDCW Reinvestment

Hybrid Dynamic Asset Allocation or Balanced Advantage

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Very High

0%

₹507.01 cr.

Samco Multi Cap Fund Direct Plan Growth

Equity Multi Cap Fund

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Very High

0%

₹345.20 cr.

Samco Large Cap Fund Direct Plan Growth

Equity Large Cap Fund

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Very High

0%

₹149.26 cr.

Samco Dynamic Asset Allocation Fund

Hybrid Dynamic Asset Allocation or Balanced Advantage

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Very High

0%

₹507.01 cr.

Samco Special Opportunities Fund

Equity Sectoral / Thematic

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Very High

0%

₹147.67 cr.

Samco Overnight Fund

Debt Overnight Fund

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Low

0%

₹54.88 cr.

Samco ELSS Tax Saver Fund

Equity ELSS

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Very High

0%

₹106.83 cr.

Samco Active Momentum Fund

Equity Sectoral / Thematic

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Very High

0%

₹886.80 cr.

Samco Arbitrage Fund Direct Plan Growth

Hybrid Arbitrage Fund

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Low

0%

₹34.08 cr.

About Samco Mutual Funds

Samco Mutual Fund is sponsored by Samco Securities Limited, which is a wealth technology start-up. Samco Group entered capital markets in 1993 under the name Samruddhi Stock Brokers Limited, and in 2015, Jimeet Modi, Group CEO, rebranded it as Samco Securities. Samco Group is into various businesses like mutual fund distribution, stock broking, asset management, capital market lending and advisory. It is one of the most profitable discount brokers, with more than 2.5 lakh customers. The company is headquartered in Mumbai, India.

Samco works with a mission to offer its retail investors entrance to refined financial technology, which can help them grow wealth at a lower price.

Samco Group established their asset management company, Samco Mutual Fund, in 2021 and launched its first NFO in January 2022. As of July 31, 2023, they have Assets Under Management (AUM) worth over ₹1,200 crore and more than 20,000 partners. As a sponsor, Samco Securities Limited is required to fulfil its duties and obligations towards the fund in compliance with the Securities and Exchange Board of India (Mutual Funds) Regulations. Samco Trustee Private Limited is the trustee of the Samco Mutual Fund.

Samco MF aims to provide products that are determined to generate superior risk-adjusted returns over the long term. Also, Samco Asset Management Company is the first AMC in India to voluntarily disclose daily active shares as part of its promise to be a really active asset manager.

Samco Asset Management Company Key Information

Founding date July 30, 2021
AMC Incorporation date December 6, 2019
Headquarters in Mumbai
Name of the sponsors Samco Securities Limited
Trustee organisation Samco Trustee Private Limited
CEO Viraj Gandhi and Umesh Kumar Mehta
Compliance Officer C. Balasubramanian
Chief Investment Officer Mr. Umeshkumar Mehta

Samco Mutual Fund Managers

NB

Nirali Bhansali

Fund Manager since Nov 2022 (2 years)

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Ms. Nirali Bhansali has an MBA in Finance from K. J. Somaiya Institute of Management. She started out as a senior analyst at Samco Securities Ltd., has been the Head of Equity Research and is currently a Fund Manager - Equity there. Earlier, she had worked at Aranca and Value Quest Investment Advisers Pvt. Ltd.

UM

Umeshkumar Mehta

Fund Manager since Jul 2023 (1 year)

How to Invest in Samco Mutual Fund via Angel One?

Investing in the Samco Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps:

Step 1: Log in to your Angel One account by entering your mobile number and validate the OTP. Next, enter your MPIN.

Note: In case you do not have an account with Angel One, you can open a demat account with us in under a few minutes by submitting the necessary documents.

Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to consider at this stage are:

  1. Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
  2. Analyse the fund’s past performance, tax incidence, and the sectors and companies in which it invests. You can also calculate the potential returns using the calculator.
  3. Evaluate the fund’s level of risk and weigh it against your risk tolerance.
  4. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
  5. Consider the fund’s expense ratio to get an idea about the cost of investing in it.

Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.

  1. Decide whether you want to invest via SIP or make a one-time investment
  2. Next, decide your monthly SIP date. Now, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking
  3. After placing the order, in case of the SIP route of investment, you can create an AutoPay to make hassle-free future instalments.

Top Samco Mutual Funds to Invest

Scheme Category AUM (in ₹ Cr) 3-Yr Returns (%) 1 Yr Return (%)
Samco Overnight Fund Debt 49.59 0.00 6.48
Samco Active Momentum Fund Equity 890.41 0.00 6.26
Samco Dynamic Asset Allocation Fund Hybrid 565.30 0.00 0.98
Samco ELSS Tax Saver Fund Equity 106.24 0.00 -14.60
Samco Flexi Cap Fund Equity 495.13 -0.41 -20.75

 

Note: The above data is as of February 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) among Samco Mutual Funds over the past 1 year.

1. Samco Overnight Fund

The Samco Overnight Fund is an open-ended debt scheme that invests in overnight securities with a maturity of one day. The fund aims to provide reasonable returns while ensuring high liquidity and minimal risk exposure.

Managed by Dhawal Ghanshyam Dhanani and Umeshkumar Mehta, the scheme is benchmarked against the CRISIL Overnight Index. The fund does not impose any exit load, allowing investors to redeem their units without any penalty.

2. Samco Active Momentum Fund

The Samco Active Momentum Fund is an open-ended equity scheme that follows a momentum-based investment strategy. The fund seeks to generate long-term capital appreciation by investing in stocks that demonstrate strong price momentum, using quantitative techniques to identify opportunities.

Managed by Paras Matalia and Umeshkumar Mehta, the scheme is benchmarked against the NIFTY 500 Momentum 30 Total Return Index. The fund imposes an exit load of 1% if units are redeemed or switched out within 1 year from the date of allotment.

3. Samco Dynamic Asset Allocation Fund

The Samco Dynamic Asset Allocation Fund is an open-ended hybrid scheme that dynamically adjusts its allocation between equity and debt instruments. The fund aims to generate long-term capital appreciation by actively managing asset allocation based on prevailing market conditions and valuation metrics.

Managed by Umeshkumar Mehta, Paras Matalia, and Dhawal Ghanshyam Dhanani, the scheme is benchmarked against the CRISIL Hybrid 50+50 Moderate Index. The fund imposes an exit load of 1% if units are redeemed or switched out within 1 year from the date of allotment.

4. Samco ELSS Tax Saver Fund

The Samco ELSS Tax Saver Fund is an open-ended equity-linked savings scheme (ELSS) that comes with a mandatory lock-in period of three years, offering tax benefits under Section 80C of the Income Tax Act. The fund seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments across market capitalisations. 

Managed by Nirali Bhansali and Umeshkumar Mehta, the scheme is benchmarked against the NIFTY 500 Total Return Index. As the fund has a mandatory lock-in period of 3 years, no exit load is applicable.

5. Samco Flexi Cap Fund

The Samco Flexi Cap Fund is an open-ended equity scheme that invests across large-cap, mid-cap, and small-cap stocks. The fund aims to provide long-term capital appreciation by dynamically selecting investment opportunities across different market capitalisations, ensuring flexibility in portfolio construction.

Managed by Nirali Bhansali, Umeshkumar Mehta, and Dhawal Ghanshyam Dhanani, the scheme is benchmarked against the NIFTY 500 Total Return Index. The fund imposes an exit load of 1% if units are redeemed or switched out within 1 year from the date of allotment.

Mutual Funds Calculators

Samco Mutual Fund FAQs

Should I invest in the Samco Mutual Fund scheme?

Samco Mutual Fund comes under the Samco Group, which has been in the capital markets since 1993. They work with a mission to help investors create high returns risk-adjusted over the long term. However, the prominence of the AMC and returns should not be the only factor to consider when choosing a fund to invest in. You must also consider factors like risk, volatility and fund manager’s experience, along with your return expectations and risk tolerance.

How to start Samco Mutual Fund SIP online?

You can start investing in Samco SIP online in several ways. One of them is through AMC’s official website. But for a seamless experience, you can do it via Angel One.

How to redeem Samco Mutual Funds online?

For online investments, you can redeem your units in three ways. First, via the Angel One App under the Mutual Funds section. Second, by visiting https://www.angelone.in/mutual-funds. Finally, you can also redeem your Samco Mutual Fund units by visiting AMC's website.

How much time does it take to redeem Samco Mutual Fund?

It takes T+2 working days to redeem Samco Mutual Fund units. On Angel One, you can see the tentative date of the transaction, which helps in planning your finances well.

What are the redemption charges of Samco Mutual Fund?

Redemption charges depend on the type of mutual fund you want to sell. You can check with the AMC for more details.

How to increase the SIP amount in a Samco Mutual Fund?

You can do this in three ways - by visiting https://www.angelone.in/mutual-funds, the Angel One App or the AMC’s official website.

How can I get the Samco Mutual Fund statement?

Getting the Samco Mutual Fund account statement is simple. Head to the Mutual Funds section in the Angel One App or visit https://www.angelone.in/mutual-funds. Alternatively, you can get the statement by visiting the AMC’s official website.

Are Samco Mutual Fund schemes tax-free?

Not all schemes are tax-free. As with any other ELSS, the one offered by Samco MF also comes with tax benefits. By investing in Samco MF ELSS Funds, you can claim a tax deduction of up to ₹1.5 lakh under Section 80C every financial year.

What is the best Samco Mutual Fund?

The best Samco Mutual Fund depends on various factors personal to you (risk tolerance and return expectation) and regarding the fund’s performance (volatility, returns, risk, AUM, tracking error, and expense ratio). Choose a fund only after evaluating it based on the above factors. Also, take a look at the fund’s historical performance and how experienced the fund manager is.

What determines the taxes on mutual fund returns?

  1. Type of the fund - debt fund or equity fund
  2. Holding period - short term or long term. Note that the definition of short- and long-term depends on the type of fund
  3. Total capital gains on selling the fund
  4. Dividends received