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Samco Mutual Fund - Schemes, NAV & Returns
Samco Mutual Fund offers one of India's most trusted and diversified investment platforms, with 28 active schemes spanning Hybrid, Equity, Debt categories - making it a strong fit for retirement-focused investors at every stage of their journey. The ... Read more
Highest AUM
₹708.10Cr.
Total Funds
28
Inception date
Since 2021
Latest Mutual Funds NAVs
Samco Mutual Fund FAQ'S
The core objective of Samco Mutual Fund is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of Hybrid, Equity, Debt schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
Samco Mutual Fund features a diverse lineup of 28 active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is Samco Active Momentum Fund Regular-Growth, which leads with Assets Under Management (AUM) of ₹708.10 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from Samco Mutual Fund based on historical returns include:
- Samco Active Momentum Fund Direct-Growth : Delivered 10.20% returns over a 3-month period.
- Samco Small Cap Fund Direct-Growth : Achieved 14.87% returns over a 6-month horizon.
- Samco Arbitrage Fund Direct-Growth : Recorded 5.56% returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the Samco Mutual Fund portfolio are:
- Samco Overnight Fund Direct-Growth : Generated 5.56% returns over a 2-year period.
- Samco Active Momentum Fund Direct-Growth : Posted 14.19% returns over a 3-year horizon.
Across the active lineup of Samco Mutual Fund, the cost structure varies significantly depending on the scheme category:
- Highest Expense Ratio: Samco Multi Asset Allocation Fund Regular-Growth features an expense ratio of 4.12%.
- Lowest Expense Ratio: Samco Overnight Fund Direct-Growth offers a lower expense ratio of 0.16%.
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