Samco Mutual Fund
AMFI Registered Mutual Fund
Official Total AUM
₹2.5k Cr
AMFI Disclosed
Schemes Managed
13
Active Portfolios
Inception Date
2021-09-13
Founding Year
Key Managers
4
Tracked Professionals
📍 Office: 1003 – A Naman Midtown 10th Floor,Senapati Bapat Marg,Prabhadevi (west), Mumbai 400013
🌐 Website: www.samcomf.com/
Key People & Fund Managers (4)
Umeshkumar Mehta
🎓 Mr. Mehta is B.Com., C.A.
Prior to Samco AMC, he headed Samco Group Research Team and managed Public Relations through regular interaction in Business Channels and Print Media.
Dhawal Ghanshyam Dhanani
🎓 Mr. Dhawal Dhanani is a B.Com., C.A.
He started as an equity research analyst at Samco Securities Ltd. He has over 5 years of work experience with more than 2 years capital markets and investment research.
Nirali Bhansali
🎓 Ms. Nirali Bhansali is a B.E., MBA
She started as a senior analyst at Samco Securities Ltd. and has been the Head of Equity Research. She has over 7 years of work experience with more than 5 years capital markets and investment research.
Vishal Shinde
🎓 Bachelor of Management Studies (BMS) in Finance & Master of Management Studies (MMS) in Finance.
Prior to joining Samco AMC, he was associated with DRChoksey Finserv, Batlivala & Karani Securities, Accord Fintech and AVS Investments.
All Mutual Fund Schemes (13)
| Scheme Name | Category | AUM | NAV | 1Y Ret | 3Y Ret | 5Y Ret | |
|---|---|---|---|---|---|---|---|
| Samco Active Momentum Fund | Equity Schemes - Thematic Fund | ₹728.4 Cr | ₹15.11 | +11.68% | +12.54% | — | |
| Samco Multi Asset Allocation Fund | Hybrid Schemes - Multi Asset Allocation Fund | ₹396.9 Cr | ₹11.70 | -0.93% | — | — | |
| Samco Flexi Cap Fund | Equity Schemes - Thematic Fund | ₹261.6 Cr | ₹9.11 | -10.69% | -4.77% | — | |
| Samco Multi Cap Fund | Equity Schemes - Multi Cap Fund | ₹229.4 Cr | ₹8.94 | -3.35% | — | — | |
| Samco Small Cap Fund | Equity Schemes - Small Cap Fund | ₹196.5 Cr | ₹12.22 | — | — | — | |
| Samco Dynamic Asset Allocation Fund | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | ₹172.7 Cr | ₹10.18 | -3.60% | — | — | |
| Samco Special Opportunities Fund | Equity Schemes - Thematic Fund | ₹125.3 Cr | ₹8.77 | -2.23% | — | — | |
| Samco ELSS Tax Saver Fund | Equity Schemes - ELSS- Tax Saver Fund | ₹106.7 Cr | ₹12.60 | -3.74% | +1.47% | — | |
| Samco Large & Mid Cap Fund | Equity Schemes - Large & Mid Cap Fund | ₹100 Cr | ₹9.00 | -3.43% | — | — | |
| Samco Large Cap Fund | Equity Schemes - Large Cap Fund | ₹95.2 Cr | ₹8.92 | -7.66% | — | — | |
| Samco Mid Cap Fund | Equity Schemes - Mid Cap Fund | ₹78.6 Cr | ₹9.61 | — | — | — | |
| Samco Arbitrage Fund | Hybrid Schemes - Arbitrage Fund | ₹28.9 Cr | ₹10.80 | +3.85% | — | — | |
| Samco Overnight Fund | Income/Debt Oriented Schemes - Overnight Fund | ₹26.1 Cr | ₹1255.44 | +4.77% | +5.56% | — |
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor).