Samco Securities, formerly known as Samco Ventures Private Limited, was a company incorporated on 12th March 2015. The company was founded by Jimeet Modi. The company was acquired as Samruddhi Stock Brokers Limited and was renamed Samco Securities. Samco Ventures Pvt. Limited is a holding company of the group with ownership in all operating businesses, and they are:
1) Samco Securities Limited - It is a discount broking and depository service that offers discount broking trading accounts for BSE, NSE, and MCX-SX trading, being a member of the exchanges.
2) SAMCO Commodities Limited - It is a Commodities Discount Broking. It is a wholly-owned subsidiary of SAMCO securities Limited offering discount broking trading accounts.
3) SAMCO Holdings and Finance Pvt. Limited - It is a non-financial service. It is the NBFC arm of the group and funds businesses by offering loans against shares, among other financing products.
Net worth of the company has increased by 83.47% since the last financial year, and total assets have increased by 83.89%. Samco Mutual Fund AMC is also supported by a healthy net worth of Rs. 978 Crores. The company also has 5000+ partners in 100+ metro and non-metro cities and serves 1,00,000+ in India.
| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|
Samco Flexi Cap Fund | Equity | Very High | 10.67 | 0.91 | -13.7% | 3.7% | NA | 1 | ₹380 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. See more |
Samco Overnight Fund | Debt | Low | 1,201.69 | 0.13 | 5.9% | NA | NA | 1 | ₹51 | - |
Samco Arbitrage Fund | Hybrid | Low | 10.45 | 0.38 | NA | NA | NA | -- | ₹23 | Exit load of 0.25%, if redeemed within 7 days. |
Samco Large Cap Fund | Equity | Low | 9.59 | 0.74 | NA | NA | NA | -- | ₹148 | Exit load of 1%, if redeemed within 30 days. |
Samco Large & Mid Cap Fund | Equity | Low | 9.35 | 0.79 | NA | NA | NA | -- | ₹149 | Exit load of 1%, if redeemed within 30 days. |
Samco Multi Asset Allocation Fund | Hybrid | Moderately High | 11.90 | 0.5 | NA | NA | NA | -- | ₹319 | For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months See more |
Samco Special Opportunities Fund | Equity | Very High | 8.93 | 0.86 | -7.2% | NA | NA | -- | ₹161 | Exit load of 1%, if redeemed within 365 days. |
Samco Active Momentum Fund | Equity | Very High | 13.85 | 0.86 | -4.9% | NA | NA | -- | ₹822 | Exit load of 1%, if redeemed within 365 days. |
Samco Dynamic Asset Allocation Fund | Hybrid | Moderate | 10.68 | 0.87 | -4.9% | NA | NA | -- | ₹346 | Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 12 months. See more |
Samco ELSS Tax Saver Fund | Equity | Very High | 13.58 | 0.97 | -6.9% | NA | NA | -- | ₹120 | - |
Samco Multi Cap Fund | Equity | Moderately High | 9.29 | 0.78 | NA | NA | NA | -- | ₹352 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. See more |
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| Mutual fund name | Samco Mutual Fund |
| Asset management company name | Samco Asset Management Private Limited |
| AMC Setup Date | Jul 30, 2021 |
| AMC Incorporation Date | December 6, 2019 |
| Sponsor name | Samco Securities Ltd |
| Trustee organisation | 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 |
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Offline Method
It is the traditional approach to investing in a mutual fund, and it relies on the sub-brokers, agents, and advisors to assist the investor in making the right decision while selecting a scheme. You can use a mutual fund offline application form.
Prerequisites of investing in a mutual fund scheme:
1. Mr. Dhawal G Dhanani
Mr. Dhawal Ghanshyam Dhanani began his career at Samco Securities Ltd as an equities research analyst. Mr. Dhawal G Dhanani has over five years of work experience - including more than two years in capital markets and investment research and is known for his in-depth investigation of various Indian firms' business models and computational crux. His multidisciplinary approach and working knowledge of fundamentals have contributed to achieving the primary goal of helping long-term investors through smart suggestions. Some other Schemes that are managed by Mr. Dhawal Ghanshyam Dhanani are Samco Flexi Cap Fund.
2. Ms. Nirali Bhansali
Ms. Nirali Bhansali joined Samco Securities Ltd. as a senior analyst and later became the Head of Equity Research. She has more than seven years of work experience, including more than five years in capital markets and investment research, and she was instrumental in developing diversified long-term stock baskets for the Stock Basket product by delving into the business models and number crunching nitty-gritty of various Indian companies. One of the main funds managed by Ms. Nirali Bhansali is Samco Flexi Cap Fund.
Now let us jump and check about these top 11 mutual fund schemes.
Fund Performance: The Samco Flexi Cap Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Flexi Cap Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹380Cr |
| 1Y Returns | -13.7% |
Fund Performance: The Samco Overnight Fund comes under the Debt category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Overnight Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹51Cr |
| 1Y Returns | 5.9% |
Fund Performance: The Samco Arbitrage Fund comes under the Hybrid category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Arbitrage Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹23Cr |
| 1Y Returns | NA |
Fund Performance: The Samco Large Cap Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Large Cap Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹148Cr |
| 1Y Returns | NA |
Fund Performance: The Samco Large & Mid Cap Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Large & Mid Cap Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹149Cr |
| 1Y Returns | NA |
Fund Performance: The Samco Multi Asset Allocation Fund comes under the Hybrid category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Multi Asset Allocation Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹319Cr |
| 1Y Returns | NA |
Fund Performance: The Samco Special Opportunities Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Special Opportunities Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹161Cr |
| 1Y Returns | -7.2% |
Fund Performance: The Samco Active Momentum Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Active Momentum Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹822Cr |
| 1Y Returns | -4.9% |
Fund Performance: The Samco Dynamic Asset Allocation Fund comes under the Hybrid category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Dynamic Asset Allocation Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹346Cr |
| 1Y Returns | -4.9% |
Fund Performance: The Samco ELSS Tax Saver Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco ELSS Tax Saver Fund is ₹500 and for SIP, it is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹120Cr |
| 1Y Returns | -6.9% |
Fund Performance: The Samco Multi Cap Fund comes under the Equity category of Samco Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for Samco Multi Cap Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹352Cr |
| 1Y Returns | NA |
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