Samco Securities, formerly known as Samco Ventures Private Limited, was a company incorporated on 12th March 2015. The company was founded by Jimeet Modi. The company was acquired as Samruddhi Stock Brokers Limited and was renamed Samco Securities. Samco Ventures Pvt. Limited is a holding company of the group with ownership in all operating businesses, and they are:
1) Samco Securities Limited - It is a discount broking and depository service that offers discount broking trading accounts for BSE, NSE, and MCX-SX trading, being a member of the exchanges.
2) SAMCO Commodities Limited - It is a Commodities Discount Broking. It is a wholly-owned subsidiary of SAMCO securities Limited offering discount broking trading accounts.
3) SAMCO Holdings and Finance Pvt. Limited - It is a non-financial service. It is the NBFC arm of the group and funds businesses by offering loans against shares, among other financing products.
Net worth of the company has increased by 83.47% since the last financial year, and total assets have increased by 83.89%. Samco Mutual Fund AMC is also supported by a healthy net worth of Rs. 978 Crores. The company also has 5000+ partners in 100+ metro and non-metro cities and serves 1,00,000+ in India.
| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | 7Y Returns | 10Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Samco Small Cap Fund | Equity | Very High | 10.53 | 1.95 | -- | -- | -- | -- | -- | -- | ₹122 | Exit load of 1%, if redeemed within 30 Days. |
Samco Active Momentum Fund | Equity | Moderately High | 13.80 | 0.99 | 0.7% | -- | -- | -- | -- | -- | ₹590 | Exit load of 1%, if redeemed within 365 days. |
Samco Mid Cap Fund | Equity | Very High | 9.90 | 0.95 | -- | -- | -- | -- | -- | -- | ₹66 | Exit load of 1%, if redeemed within 30 days. |
Samco Flexi Cap Fund | Equity | Very High | 10.55 | 0.98 | 4.4% | 3.2% | -- | -- | -- | 1 | ₹260 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. See more |
Samco Multi Asset Allocation Fund | Hybrid | Low to Moderate | 12.55 | 2.66 | 11.2% | -- | -- | -- | -- | -- | ₹387 | For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months See more |
Samco Large & Mid Cap Fund | Equity | Low | 9.02 | 0.88 | -- | -- | -- | -- | -- | -- | ₹111 | Exit load of 1%, if redeemed within 30 days. |
Samco Multi Cap Fund | Equity | Moderate | 8.70 | 0.86 | -2.6% | -- | -- | -- | -- | -- | ₹234 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. See more |
Samco Large Cap Fund | Equity | Low to Moderate | 9.25 | 0.83 | -4.8% | -- | -- | -- | -- | -- | ₹107 | Exit load of 1%, if redeemed within 30 days. |
Samco Special Opportunities Fund | Equity | Very High | 8.53 | 0.93 | 9.2% | -- | -- | -- | -- | -- | ₹110 | Exit load of 1%, if redeemed within 365 days. |
Samco ELSS Tax Saver Fund | Equity | Very High | 13.10 | 1.07 | 5.3% | 8.1% | -- | -- | -- | 1 | ₹96 | - |
Samco Dynamic Asset Allocation Fund | Hybrid | Low to Moderate | 10.54 | 0.94 | 3.7% | -- | -- | -- | -- | -- | ₹198 | Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 12 months. See more |
Samco Arbitrage Fund | Hybrid | Low | 10.78 | 0.39 | 5.0% | -- | -- | -- | -- | -- | ₹31 | Exit load of 0.25%, if redeemed within 7 days. |
Samco Overnight Fund | Debt | Low | 1,236.80 | 0.16 | 5.1% | 6.0% | -- | -- | -- | 1 | ₹31 | - |
| View All | ||||||||||||
| Mutual fund name | Samco Mutual Fund |
| Asset management company name | Samco Mutual Fund |
| AMC Setup Date | 30 Jul 2021 |
| AMC Incorporation Date | 14 Sep 2021 |
| Sponsor name | Samco Securities Ltd |
| Trustee organisation | Samco Trustee Private Limited |
| CIO | Umeshkumar Mehta(Chief Investment Officer) |
| MD | Mr. Viraj Gandhi |
| CEO | Viraj Gandhi(Chief Executive Officer) |
| Compliance Officer | Mr. C. Balasubramanian |
| Investor Service Officer | Mr. Sadath Ali Khan |
| Total AUM (as of end of last quarter) | ₹2,338.95Cr |
| Address | 1003 – A Naman Midtown 10th Floor,Senapati Bapat Marg,Prabhadevi (west), Mumbai 400013 |
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Fund Performance: The Samco Small Cap Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Small Cap Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹122Cr |
| 1Y Returns | -- |
Fund Performance: The Samco Active Momentum Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Active Momentum Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹590Cr |
| 1Y Returns | 0.7% |
Fund Performance: The Samco Mid Cap Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Mid Cap Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹66Cr |
| 1Y Returns | -- |
Fund Performance: The Samco Flexi Cap Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Flexi Cap Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹260Cr |
| 1Y Returns | 4.4% |
Fund Performance: The Samco Multi Asset Allocation Fund comes under the Hybrid category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Multi Asset Allocation Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹387Cr |
| 1Y Returns | 11.2% |
Fund Performance: The Samco Large & Mid Cap Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Large & Mid Cap Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹111Cr |
| 1Y Returns | -- |
Fund Performance: The Samco Multi Cap Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Multi Cap Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹234Cr |
| 1Y Returns | -2.6% |
Fund Performance: The Samco Large Cap Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Large Cap Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹107Cr |
| 1Y Returns | -4.8% |
Fund Performance: The Samco Special Opportunities Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Special Opportunities Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹110Cr |
| 1Y Returns | 9.2% |
Fund Performance: The Samco ELSS Tax Saver Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco ELSS Tax Saver Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹96Cr |
| 1Y Returns | 5.3% |
Fund Performance: The Samco Dynamic Asset Allocation Fund comes under the Hybrid category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Dynamic Asset Allocation Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹198Cr |
| 1Y Returns | 3.7% |
Fund Performance: The Samco Arbitrage Fund comes under the Hybrid category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Arbitrage Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹31Cr |
| 1Y Returns | 5.0% |
Fund Performance: The Samco Overnight Fund comes under the Debt category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Overnight Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹31Cr |
| 1Y Returns | 5.1% |
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