Samco Mutual Fund

Samco Mutual Fund offers investment solutions across equity, hybrid, debt, arbitrage, and asset allocation categories. Its product portfolio is designed to help investors achieve long-term capital appreciation, portfolio diversification, tax-efficient investing, and disciplined wealth creation. By combining quantitative research, technology, and active fund management, the AMC provides professionally managed investment solutions for retail investors, high-net-worth individuals (HNIs), and long-term wealth builders.

The fund house follows a structured investment framework powered by proprietary models such as HexaShield, C.A.R.E. Momentum, DISRUPTION, and TRANSFORMER. These research-driven models evaluate businesses using factors such as valuation, momentum, business quality, financial strength, risk metrics, and market trends to identify investment opportunities. This systematic approach enables the AMC to build diversified portfolios while maintaining consistency, transparency, and disciplined risk management.

Key Features of Samco Mutual Fund

• Backed by Samco Securities Limited, a leading fintech company.
• Manages assets exceeding ₹2,900 crore.
• Offers 9 mutual fund schemes across multiple investment categories.
• Proprietary quantitative investment models support portfolio construction.
• Focus on technology-enabled, research-driven investing.
• Investment options available through SIPs and lump sum investments.
• Digital investment and portfolio management platform.
• Active portfolio management supported by disciplined risk controls.
• Registered and regulated by the Securities and Exchange Board of India (SEBI).
• Suitable for retail investors, HNIs, and long-term investors.

Types of Mutual Funds Offered by Samco Mutual Fund

Samco Mutual Fund offers investment solutions across a variety of fund categories, including:

• Flexi Cap Fund
• Multi Cap Fund
• Large & Mid Cap Fund
• Active Momentum Fund
• Special Opportunities Fund
• ELSS (Tax Saver Fund)
• Dynamic Asset Allocation Fund
• Multi Asset Allocation Fund
• Arbitrage Fund
• Overnight Fund

These schemes are designed to address different investment objectives, including long-term capital appreciation, tax savings, diversification, income generation, and capital preservation.

How Can You Invest in Samco Mutual Fund?

Investors can invest in Samco Mutual Fund through multiple convenient channels, including:

• Official Samco Mutual Fund website.
• Samco mobile application.
• SEBI-registered Mutual Fund Distributors (MFDs).
• Registered Investment Advisors (RIAs).
• Online mutual fund investment platforms.

Investment options include:

• Systematic Investment Plan (SIP)
• Lump Sum Investment

Before investing, investors must complete Know Your Customer (KYC) verification as required under SEBI regulations.

Why Invest in Samco Mutual Fund?

Samco Mutual Fund combines technology, quantitative research, and disciplined investment management to deliver professionally managed investment portfolios. Its proprietary investment models help identify investment opportunities through systematic analysis while maintaining a long-term approach to wealth creation and portfolio risk management.

Some key reasons investors choose Samco Mutual Fund include:

• Technology-driven investment approach.
• Proprietary quantitative investment models.
• Diversified range of equity, hybrid, debt, and arbitrage schemes.
• Research-backed portfolio management.
• Focus on disciplined long-term wealth creation.
• Experienced investment professionals.
• Convenient digital investment and portfolio management platform.

Who Manages Samco Mutual Fund?

Viraj Gandhi, Managing Director & Chief Executive Officer, leads Samco Mutual Fund. The investment function is headed by Umeshkumar Mehta, Chief Investment Officer (CIO), supported by an experienced team of fund managers and research professionals who oversee portfolio construction using quantitative research, proprietary investment models, and disciplined investment strategies.

Are There Any Exit Loads or Charges?

Yes. Exit loads, expense ratios, and other applicable charges vary depending on the selected mutual fund scheme. Investors should carefully review the Scheme Information Document (SID), Key Information Memorandum (KIM), and the latest Scheme Factsheet before investing to understand the applicable costs, fees, exit loads, minimum investment requirements, and other scheme-specific terms.

Is Samco Mutual Fund Safe?

Samco Mutual Fund is a SEBI-registered Asset Management Company (AMC) and operates under the regulatory framework governing mutual funds in India. The AMC follows established corporate governance standards, regulatory compliance requirements, and disciplined risk management practices. However, like all mutual fund investments, returns are subject to market risks and cannot be guaranteed. Investors should evaluate each scheme based on their financial goals, investment horizon, and risk tolerance before investing.