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

Samco Dynamic Asset Allocation Fund Direct Plan IDCW Payout

Hybrid Dynamic Asset Allocation or Balanced Advantage


Very High


₹582.41 cr.

Samco Dynamic Asset Allocation Fund Direct Plan IDCW Reinvestment

Hybrid Dynamic Asset Allocation or Balanced Advantage


Very High


₹582.41 cr.

Samco Dynamic Asset Allocation Fund Direct Plan Growth

Hybrid Dynamic Asset Allocation or Balanced Advantage


Very High


₹582.41 cr.

Samco Flexi Cap Fund Direct Plan Growth

Equity Flexi Cap Fund


Very High


₹711.98 cr.

Samco Overnight Fund Direct Plan Growth

Debt Overnight Fund




₹48.69 cr.

Samco ELSS Tax Saver Fund Direct Plan Growth

Equity ELSS


Very High


₹100.64 cr.

Samco Active Momentum Fund Direct Plan Growth

Equity Sectoral / Thematic


Very High


₹761.52 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

Samco Mutual Fund Managers


Dhawal Ghanshyam Dhanani

Fund Manager since Oct 2022 (1 year)


Nirali Bhansali

Fund Manager since Nov 2022 (1 year)


Paras Matalia

Fund Manager since Dec 2023 (5 months)

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

Name of the Fund AUM (₹ in crore) Minimum Investment (₹) Absolute Returns 1Y (%)
Samco Flexi Cap Fund 768.25 5,000 16.30
Samco Active Momentum Fund 430.69 Not allowed
Samco ELSS Tax Saver Fund 65.93 500
Samco Overnight Fund 37.36 5,000

**All data as of October 11, 2023.

Note: These 4 funds from Samco Mutual Fund are sorted as per their AUM.

Samco Flexi Cap Fund

This fund from Samco Mutual Fund comes under the category of flexi-cap funds. The fund manages assets worth ₹768.25 crore and has an expense ratio of 0.82%. The minimum investment required to invest in this fund is ₹5,000. Flexi-cap funds invest in a diversified portfolio of equities across market caps. They offer flexibility to the fund manager to choose stocks based on market conditions and growth potential.

Samco Active Momentum Fund

Samco Active Momentum Fund falls under the thematic fund category. The fund has assets worth ₹430.69 crore and has an expense ratio of 0.95%. Thematic mutual funds invest in stocks that are linked to a particular theme.

Samco ELSS Tax Saver Fund

As the name suggests, the Samo ELSS Tax Saver Fund falls under the category of Equity Linked Savings Scheme (ELSS) fund. The fund holds assets worth ₹65.93 crore, and the expense ratio for this fund is 0.89%. The minimum investment required to invest in this fund is ₹500. ELSS funds primarily invest in equity and equity-related securities and provide tax benefits.

Samco Overnight Fund

This overnight fund from Samco Mutual Fund holds assets worth ₹37.36 crore, and the expense ratio for this fund is 0.10%. The minimum investment required to invest in this fund is ₹5,000. Overnight funds invest in very short-term debt instruments with a maturity of one day.

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 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, 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 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