Samco Mutual FundSamco Mutual Fund
Samco Securities was founded on March 12, 2015, as Samco Ventures Private Limited. A corporation started by Jimeet Modi. After being bought, Samruddhi Stock Brokers Limited became Samco Securities. As a holding company, Samco Ventures Pvt. Limited owns all functioning businesses: 1)Samco Securities Limited is a member of BSE, NSE, and MCX-SX and offers discount broking trading accounts. 2) Discount broker SAMCO Commodities Limited. SAMCO Securities Limited's wholly-owned subsidiary offers discount broking trading accounts. 3) Samco Holdings and Finance Pvt. Ltd. A non-financial service. The group's NBFC provides loans against shares and other funding to enterprises. Since the prior financial year, net worth and total assets have climbed 83.47% and 83.89%, respectively. A solid net worth of Rs. 2,591 Crores supports Samco Mutual Fund AMC, as of August, 2024. It has 5000+ partners in 100+ metro and non-metro cities and serves 1,000,000+ Indians.
List of Samco Mutual Fund Schemes
Samco Active Momentum Fund
Risko-Meter : Very High
Category
Equity: Thematic-Others
1 Year(%)
47.94
Fund Size(Cr.)
₹ 768.1653
Samco ELSS Tax Saver Fund
Risko-Meter : Very High
Category
Equity: ELSS
1 Year(%)
30.37
Fund Size(Cr.)
₹ 113.15
Samco Flexi Cap Fund
Risko-Meter : Very High
Category
Equity: Flexi Cap
1 Year(%)
19.20
Fund Size(Cr.)
₹ 682.34
Samco Overnight Fund
Risko-Meter : Low
Category
Debt: Overnight
1 Year(%)
6.44
Fund Size(Cr.)
₹ 51.86
Category
Hybrid: Dynamic Asset Allocation
1 Year(%)
0.00
Fund Size(Cr.)
₹ 578.9454
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How to Invest in Samco Mutual Fund on Swaraj Finpro.
Investing in Samco Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:

Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.

Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)

Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)

Step 4. Select the investment period of your preference.

Step 5. Choose your risk appetite - low, mid, or high.

Step 6. Choose your preferred Samco Mutual Fund.

Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.

The Samco Mutual Fund in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The Samco Active Momentum Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Samco Active Momentum Fund Fund comes under the Equity category of Samco Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Samco Active Momentum Fund via lump sum is ₹ 5000 and via SIP is ₹ 100.

Scheme Objective: The Scheme seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit positive price momentum - based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly

Scheme Manager: Dhawal Ghanshyam Dhanani, Umeshkumar Mehta, Paras Matalia.


Min Amt SIP
: ₹ 100
AUM in ( Cr.)
: ₹ 768.1653
1 Y Return (%)
: 47.94
Very High
Risko-Meter : Very High

Fund Performance: The Samco ELSS Tax Saver Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Samco ELSS Tax Saver Fund Fund comes under the Equity category of Samco Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Samco ELSS Tax Saver Fund via lump sum is ₹ 500 and via SIP is ₹ 100.

Scheme Objective: The scheme seeks to generate long-term capital appreciation through investments made predominantly in equity and equity related instruments.

Scheme Manager: Nirali Bhansali, Umeshkumar Mehta.


Min Amt SIP
: ₹ 100
AUM in ( Cr.)
: ₹ 113.15
1 Y Return (%)
: 30.37
Very High
Risko-Meter : Very High

Fund Performance: The Samco Flexi Cap Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Samco Flexi Cap Fund Fund comes under the Equity category of Samco Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Samco Flexi Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 100.

Scheme Objective: The scheme seeks to generate long-term capital growth from an actively managed portfolio of Indian & foreign equity instruments across market capitalisation.

Scheme Manager: Nirali Bhansali, Dhawal Ghanshyam Dhanani, Umeshkumar Mehta.


Min Amt SIP
: ₹ 100
AUM in ( Cr.)
: ₹ 682.34
1 Y Return (%)
: 19.20
Very High
Risko-Meter : Very High

Fund Performance: The Samco Overnight Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Samco Overnight Fund Fund comes under the Equity category of Samco Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Samco Overnight Fund via lump sum is ₹ 5000 and via SIP is ₹ 100.

Scheme Objective: The Scheme is seeks to provide reasonable returns commensurate with very low risk and providing a high level of liquidity, through investments made primarily in overnight securities having maturity/ residual maturity of 1 day.

Scheme Manager: Dhawal Ghanshyam Dhanani, Umeshkumar Mehta.


Min Amt SIP
: ₹ 100
AUM in ( Cr.)
: ₹ 51.86
1 Y Return (%)
: 6.44
Low
Risko-Meter : Low

Fund Performance: The Samco Dynamic Asset Allocation Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Samco Dynamic Asset Allocation Fund Fund comes under the Equity category of Samco Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Samco Dynamic Asset Allocation Fund via lump sum is ₹ 5000 and via SIP is ₹ 100.

Scheme Objective: The Scheme seeks to generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments and foreign securities. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk.

Scheme Manager: Dhawal Ghanshyam Dhanani, Umeshkumar Mehta, Paras Matalia.


Min Amt SIP
: ₹ 100
AUM in ( Cr.)
: ₹ 578.9454
1 Y Return (%)
: 0.00
Very High
Risko-Meter : Very High