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Samco Mutual Fund

SAMCO MUTUAL FUND
Samco Multi Asset Allocation Fund - Regular Plan - Growth - Regular Plan - Growth

1Y

18.20%

3Y

8.72%

5Y

3.40%

SI

39.33%

Nav

11.91

Risk

-

1Y

5.94%

3Y

8.51%

5Y

3.32%

SI

6.22%

Nav

1,179.29

Risk

-
SAMCO MUTUAL FUND
Samco Arbitrage Fund - Regular Plan - Growth - Regular Plan - Growth

1Y

2.80%

3Y

1.39%

5Y

0.55%

SI

4.85%

Nav

10.28

Risk

-

1Y

2.58%

3Y

19.62%

5Y

7.43%

SI

18.23%

Nav

14.51

Risk

-
SAMCO MUTUAL FUND
Samco Large Cap Fund - Regular Growth Plan - Regular Growth Plan

1Y

1.80%

3Y

0.90%

5Y

0.36%

SI

7.17%

Nav

10.10

Risk

-

1Y

-2.20%

3Y

-1.11%

5Y

-0.44%

SI

-3.33%

Nav

9.82

Risk

-

1Y

-2.41%

3Y

2.52%

5Y

1.00%

SI

3.16%

Nav

10.48

Risk

-
SAMCO MUTUAL FUND
Samco ELSS Tax Saver Fund - Regular Plan - Growth

1Y

-5.59%

3Y

17.64%

5Y

6.72%

SI

13.81%

Nav

13.75

Risk

-

1Y

-10.14%

3Y

13.91%

5Y

1.91%

SI

2.74%

Nav

10.90

Risk

-
SAMCO MUTUAL FUND
Samco Special Opportunities Fund - Regular Plan - Growth
Others | Solution Oriented Fund Of Funds

1Y

-15.15%

3Y

-6.83%

5Y

-2.79%

SI

-12.53%

Nav

8.69

Risk

-
About this fund

Samco Mutual Fund, launched after SEBI approval in July 2021, is the asset management arm of Samco Securities one of India's leading discount brokers founded by Jimeet Modi in 2015. With an AUM of approximately ₹2,900 crore as of March 2025 and a portfolio of nine actively managed schemes, the AMC combines fintech innovation with fund investing.

The AMC's core investment philosophy emphasizes efficiency buying quality companies at efficient prices while maintaining manageable turnover. It utilizes proprietary models, such as HexaShield, C.A.R.E. Momentum, DISRUPTION, and TRANSFORMER, to guide portfolio construction effectively. This rule-based, data-driven approach reflects Samco's commitment to delivering well-researched, tech-enabled investment solutions.

Samco offers a diverse suite of schemes, including equity funds such as Flexi Cap, Multi Cap, Active Momentum, and thematic funds; hybrid and dynamic asset allocation strategies; as well as debt and arbitrage products. The recent launch of the Large & Mid Cap Fund in June 2025 further strengthens its equity lineup by combining stability with growth potential.

Key information
Mutual Fund Name
Samco Mutual Fund
AMC
Samco Asset Management Private Limited
Headquarters
Mumbai, India
Industry
Asset Management, Wealth Management
Trustee Organisation
Samco Trustee Private Limited
Assets Under Management (AUM)
₹ 2,891.8146 cr (as of March 31, 2025)
No. of schemes
10
AMC Age
4 Years
AMC Incorporation Date
December 6, 2019
AMC Setup Date
Jul 30, 2021
MD and CEO
Mr. Viraj Gandhi
Frequently asked questions
What is Samco Mutual Fund?
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Does Samco offer dynamic or hybrid funds?
How can I start an SIP in Samco Mutual Fund?
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