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 | ₹659 Cr | ₹15.58 | +13.64% | +14.57% | — | |
| Samco Multi Asset Allocation Fund | Hybrid Scheme - Multi Asset Allocation | ₹404.6 Cr | ₹12.25 | +3.90% | — | — | |
| Samco Flexi Cap Fund | Equity Scheme - Flexi Cap Fund | ₹281.8 Cr | ₹9.51 | -9.60% | -4.56% | — | |
| Samco Multi Cap Fund | Equity Scheme - Multi Cap Fund | ₹243.2 Cr | ₹8.95 | -5.79% | — | — | |
| Samco Dynamic Asset Allocation Fund | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | ₹197.3 Cr | ₹10.20 | -3.13% | — | — | |
| Samco Small Cap Fund | Equity Scheme - Small Cap Fund | ₹144.8 Cr | ₹12.68 | — | — | — | |
| Samco Special Opportunities Fund | Equity Scheme - Sectoral/ Thematic | ₹126.8 Cr | ₹9.21 | +3.25% | — | — | |
| Samco Large & Mid Cap Fund | Equity Scheme - Large & Mid Cap Fund | ₹115.7 Cr | ₹8.74 | -7.51% | — | — | |
| Samco Large Cap Fund | Equity Scheme - Large Cap Fund | ₹107.5 Cr | ₹8.69 | -10.41% | — | — | |
| Samco ELSS Tax Saver Fund | Equity Scheme - ELSS | ₹106.2 Cr | ₹13.37 | -0.82% | +3.78% | — | |
| Samco Mid Cap Fund | Equity Scheme - Mid Cap Fund | ₹74.7 Cr | ₹9.98 | — | — | — | |
| Samco Arbitrage Fund | Hybrid Scheme - Arbitrage Fund | ₹33.1 Cr | ₹10.76 | +3.96% | — | — | |
| Samco Overnight Fund | Debt Scheme - Overnight Fund | ₹27.6 Cr | ₹1247.82 | +4.78% | +5.62% | — |
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).