Samco Mutual Fund
SAMCO Mutual Fund is a business of the SAMCO Group, a financial services company globally renowned for its amazing investment solutions. The group was initially incorporated in 2015 and now has diversified its business into multiple financial services domains, including discount broking, commodities trading, and lending services. Over these years, the company has grown stronger financially, backed by a sound net worth and a pan-India clientele.
The Group Works Through Entities Such As:
1. Samco Securities Limited
It's a well-known discount broking and depository participant offering trading services across major exchanges like NSE, BSE, and MCX.
2. Samco Commodities Limited
A full-service commodities broking company offering commodities market trading support.
3. Samco Holdings and Finance Pvt. Ltd.
The lending arm that provides loans against shares and other financial products.
Samco Mutual Fund AMC is well supported with strong financial backing, a growing asset base, and a network of 5000+ partners servicing investors in more than 100 cities.
Key Information About Samco Asset Management
Mutual Fund name | Samco Mutual Fund |
Asset Management Company Name | Samco Asset Management Private Limited |
AMC Setup Date | 30th July, 2021 |
AMC Incorporation Date | 6th December, 2019 |
Sponsor name | Samco Securities Ltd. |
Trustee Organization | Samco Trustee Private Limited |
CIO | Mr. Umeshkumar Mehta |
MD and CEO | Mr. Viraj Gandhi |
Compliance Officer | Mr. C Balasubramanian |
Investor Service Officer | Mr. Sadath Ali Khan |
How to Invest in Samco Mutual Funds?
You can invest in two ways: online or offline. The process is quite simple and investor-friendly.
1. Online Investment Method
Most investors prefer online investing due to its speed and convenience.
Basic steps include:
Complete your KYC with a valid ID and address proof.
Choose a scheme depending on your investment goal.
Choose between a lump sum or an SIP.
Make payments from your bank account.
Once verified, your investment will be smoothly processed.
2. Offline Investment Method
For investors who prefer traditional ways:
- Visit a branch, distributor, or advisor.
Submit PAN, bank details, and KYC documents.
Fill out the mutual fund application form.
Submit the form and make the payment.
Both online and offline methods are fully secure and follow regulatory standards.
Top Fund Managers
1. Mr Dhawal G. Dhanani
Mr. Dhawal began his career as an equity research analyst and has since developed expertise in studying business models and financial fundamentals. His analytical approach towards the market assists in the management of long-term investment strategies. He manages schemes such as the Samco Flexi Cap Fund.
2. Ms Nirali Bhansali
Ms. Nirali brings vast experience in equity research and investment strategy. She has actively contributed to building diversified portfolios and Indian company research across various sectors. She is also managing the Samco Flexi Cap Fund.
Samco Mutual Fund – Scheme Details
Fund Name | Category | Min Investment | AUM | 1Y Returns | SIP |
Samco Overnight Fund Direct Growth | Debt | Rs 5,000 | Rs 49 Cr | 5.8% | Rs 250 |
Samco Flexi Cap Fund Direct Growth | Equity | Rs 5,000 | Rs 363 Cr | -11.3% | Rs 250 |
Samco Special Opportunities Fund Direct Growth | Equity | Rs 5,000 | Rs 166 Cr | -3.1% | Rs 250 |
Samco Arbitrage Fund Direct Growth | Hybrid | Rs 5,000 | Rs 22 Cr | NA | Rs 250 |
Samco Multi Asset Allocation Fund Direct Growth | Hybrid | Rs 5,000 | Rs 357 Cr | NA | Rs 250 |
Samco Large Cap Fund Direct Growth | Equity | Rs 5,000 | Rs 143 Cr | NA | Rs 250 |
Samco Large & Mid Cap Fund Direct Growth | Equity | Rs 5,000 | Rs 144 Cr | NA | Rs 250 |
Samco ELSS Tax Saver Fund Direct Growth | Equity | Rs 500 | Rs 123 Cr | -5.5% | Rs 500 |
Samco Dynamic Asset Allocation Fund Direct Growth | Hybrid | Rs 5,000 | Rs 313 Cr | 0.6% | Rs 250 |
Samco Active Momentum Fund Direct Growth | Equity | Rs 5,000 | Rs 786 Cr | -4.6% | Rs 250 |
Samco Multi Cap Fund Direct Growth | Equity | Rs 5,000 | Rs 344 Cr | -3.7% | Rs 250 |
Conclusion
At Samco Mutual Fund, investors can choose from a range of well-formulated schemes catering to the needs of both new and existing investors. Backed by strong financials, experienced fund managers and a simple investment process, Samco believes that investors should be empowered to build long-term wealth with certainty. Be it equity, hybrid or debt fund, Samco provides expert guidance and trustworthy investment options for every financial goal.
FAQs
1. What is Samco Mutual Fund known for?
Samco Mutual Fund is renowned for its cutting-edge investment products, robust research, and disciplined portfolio management.
2. How can investors start an SIP in Samco Mutual Fund?
Investors can start an SIP online after completing your KYC, choose a scheme and amount for monthly payments.
3. Who manages the key Samco Mutual Fund schemes?
Skilled Fund Managers like Mr. Dhawal Dhanani, Ms. Nirali Bhansali professionally manage the major schemes of the company.
4. Is Samco Mutual Fund suitable for long-term investment goals?
Yes, you can go for Samco Mutual Fund's equity and hybrid schemes that are designed to help you meet diversified long-term wealth creation goals.
5. What documents are required to invest in Samco Mutual Funds?
Investors required PAN, bank account details, address proof and other KYC related documents to process the investment successfully.
