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SAMCO
ELSS Tax Saver Fund
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Now you can save taxes while also creating wealth by investing in the Samco ELSS Tax Saving Fund.
- TAX SAVING + WEALTH CREATION.
- SHORTEST 3 YEARS LOCK-IN PERIOD.
- ONLY ELSS FUND WITH MID + SMALL CAP EXPOSURE
10000+ HAPPY CLIENTS.
PAN INDIA ONLINE SERVICES.
GOVT. REGISTERED COMPANY.
TAX SAVING + WEALTH CREATION
Introducing Samco ELSS Tax Saver Fund
Samco ELSS Tax Saver Fund aims to outperform benchmark by investing predominantly in high potential mid sized and small sized companies while you avail tax benefits under Section 80C of the Income Tax Act.
Samco ELSS Tax Saver Fund
(An Open-ended Equity Linked Saving Scheme with a statutory lock in of 3 years and tax benefit)
DISCOVER
Why choose Samco ELSS Tax Saver Fund?
ALPHA GENERATION
Differentiated product offering with higher potential to generate alpha due to a predominantly MidCap and SmallCap portfolio.
EFFECTIVE RISK MANAGEMENT
Higher risk and volatility which can efficiently be managed due to a 3-year lock-in.
TAX SAVINGS
Qualifies for Tax Deduction under Section 80C of Income Tax Act. 1961.
CAPITAL GAINS
Long Term Capital Gains of up to ₹ 1 lakh are tax-exempt.
Out of ₹ 150,000 Cr, ₹ 100,000 Cr is in LargeCaps
Even with complete flexibility on market cap allocations, LargeCaps make up 72% (i.e. ₹ 100,000 Cr) of the total AUM (i.e. ₹ 150,000 Cr) of the ELSS category while MidCaps and SmallCaps constitute just 28% of the total.
8% Higher Returns Generated in Nifty MidSmallCap 400
On a rolling returns comparison, a 3-year average rolling return of Nifty MidSmallCap 400 was 48.91%, which is 8% higher than a 3-year average rolling return delivered by Nifty 500, which was 40.92%.
Source: NSE since April 01, 2005. Please note that above indicate 3 years rolling return for NIFTY MidSmallCap 400 and NIFTY 500 index from April 01 2005 till October 13 2022. The above returns are of index and do not indicate returns of any scheme. Past performance may or may not sustain in future. MidCap stocks carry a higher risk of market fluctuations and are also prone to higher liquidity risks than LargeCap stocks. Investments in mutual funds should not be construed as a guarantee of any minimum returns & there is no capital protection guarantee.
Key Highlights of Samco ELSS Tax Saver Fund
Higher potential to generate alpha due to a predominantly MidCap and SmallCap portfolio
Higher risks and volatility which can efficiently be managed due to a 3-year lock-in
Qualifies for Tax Deduction under Section 80C of Income Tax Act, 1961
Over a 3-Year Period, Volatility Smoothens Significantly
While the volatility in MidCaps may be higher in a shorter horizon of 1 year, it definitely smoothes out when these same stocks are held for a longer time horizon of 3 years, making them suitable for an ELSS scheme with 3-year lock-in period.
NFO Period |
November 15, 2022 to December 16, 2022 |
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Type of scheme |
An Open-ended Equity Linked Saving Scheme with a statutory lock-in of 3 years and tax benefit |
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Investment Objective |
The investment objective of the scheme is to generate long-term capital appreciation through investments made predominantly in equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved. |
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Asset Allocation Pattern |
Equity related instruments shall mean equities, cumulative convertible preference shares and fully convertible debentures and bonds of companies. Investment may also be made in partly convertible issues of debentures and bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures so acquired or subscribed, shall be disinvested within a period of 12 (twelve) months. All investments by the Scheme in equity shares and equity related instruments shall only be made provided such securities are listed or to be listed.
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Benchmark Index |
Nifty 500 Index TRI |
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Minimum Application Amount |
₹ 500 and in multiples of ₹ 500/- thereafter |
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Entry Load |
Not Applicable |
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Exit Load |
Nil |
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Fund Manager |
 Ms.Nirali BhansaliFund Manager - Equity |
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