# Samco Mutual Fund — Profile, AUM, Fund Managers & Scheme Directory

**Canonical URL:** https://mfcalc.getabundance.in/amc/samco-mutual-fund
**Official Legal Entity:** Samco Mutual Fund
**Total Official AUM:** ₹2,522.12 Cr
**Total Schemes Managed:** 13
**Inception / Launch Date:** 2021-09-13
**Registered Office:** 1003 – A Naman Midtown 10th Floor,Senapati Bapat Marg,Prabhadevi (west), Mumbai 400013
**Official Website:** https://www.samcomf.com/

## Key Investment Personnel & Fund Managers (4)

### Umeshkumar Mehta
- **Education:** Mr. Mehta is B.Com., C.A.
- **Experience:** Prior to Samco AMC, he headed Samco Group Research Team and managed Public Relations through regular interaction in Business Channels and Print Media.
- **Key Schemes Managed:** Samco Flexi Cap Fund Direct Growth, Samco Overnight Fund Direct Growth, Samco ELSS Tax Saver Fund Direct Growth, Samco Active Momentum Fund Direct Growth, Samco Dynamic Asset Allocation Fund Direct Growth (+8 more)

### Dhawal Ghanshyam Dhanani
- **Education:** Mr. Dhawal Dhanani is a B.Com., C.A.
- **Experience:** 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.
- **Key Schemes Managed:** Samco Flexi Cap Fund Direct Growth, Samco Overnight Fund Direct Growth, Samco ELSS Tax Saver Fund Direct Growth, Samco Active Momentum Fund Direct Growth, Samco Dynamic Asset Allocation Fund Direct Growth (+8 more)

### Nirali Bhansali
- **Education:** Ms. Nirali Bhansali is a B.E., MBA
- **Experience:** 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.
- **Key Schemes Managed:** Samco Flexi Cap Fund Direct Growth, Samco Overnight Fund Direct Growth, Samco ELSS Tax Saver Fund Direct Growth, Samco Active Momentum Fund Direct Growth, Samco Dynamic Asset Allocation Fund Direct Growth (+8 more)

### Vishal Shinde
- **Education:** Bachelor of Management Studies (BMS) in Finance & Master of Management Studies (MMS) in Finance.
- **Experience:** Prior to joining Samco AMC, he was associated with DRChoksey Finserv, Batlivala & Karani Securities, Accord Fintech and AVS Investments.
- **Key Schemes Managed:** Samco Flexi Cap Fund Direct Growth, Samco Overnight Fund Direct Growth, Samco ELSS Tax Saver Fund Direct Growth, Samco Active Momentum Fund Direct Growth, Samco Dynamic Asset Allocation Fund Direct Growth (+8 more)

## Mutual Fund Schemes Directory (13)

| Scheme Name | Category | AUM (₹ Cr) | NAV (₹) | 1Y Return | 3Y Return | 5Y Return | Scheme Link |
| :--- | :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| [Samco Active Momentum Fund](https://mfcalc.getabundance.in/fund/151752) | Equity Schemes - Thematic Fund | ₹659.04 Cr | ₹15.58 | +13.64% | +14.57% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/151752) |
| [Samco Overnight Fund](https://mfcalc.getabundance.in/fund/150632) | Debt Scheme - Overnight Fund | ₹27.57 Cr | ₹1247.82 | +4.78% | +5.62% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150632) |
| [Samco ELSS Tax Saver Fund](https://mfcalc.getabundance.in/fund/150839) | Equity Scheme - ELSS | ₹106.16 Cr | ₹13.37 | -0.82% | +3.78% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150839) |
| [Samco Flexi Cap Fund](https://mfcalc.getabundance.in/fund/149449) | Equity Scheme - Flexi Cap Fund | ₹281.8 Cr | ₹9.51 | -9.60% | -4.56% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/149449) |
| [Samco Dynamic Asset Allocation Fund](https://mfcalc.getabundance.in/fund/152187) | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | ₹197.25 Cr | ₹10.20 | -3.13% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152187) |
| [Samco Special Opportunities Fund](https://mfcalc.getabundance.in/fund/152587) | Equity Scheme - Sectoral/ Thematic | ₹126.75 Cr | ₹9.21 | +3.25% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152587) |
| [Samco Multi Cap Fund](https://mfcalc.getabundance.in/fund/152848) | Equity Scheme - Multi Cap Fund | ₹243.22 Cr | ₹8.95 | -5.79% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152848) |
| [Samco Arbitrage Fund](https://mfcalc.getabundance.in/fund/153091) | Hybrid Scheme - Arbitrage Fund | ₹33.05 Cr | ₹10.76 | +3.96% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153091) |
| [Samco Multi Asset Allocation Fund](https://mfcalc.getabundance.in/fund/153093) | Hybrid Scheme - Multi Asset Allocation | ₹404.62 Cr | ₹12.25 | +3.90% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153093) |
| [Samco Large Cap Fund](https://mfcalc.getabundance.in/fund/153238) | Equity Scheme - Large Cap Fund | ₹107.48 Cr | ₹8.69 | -10.41% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153238) |
| [Samco Large & Mid Cap Fund](https://mfcalc.getabundance.in/fund/153533) | Equity Scheme - Large & Mid Cap Fund | ₹115.69 Cr | ₹8.74 | -7.51% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153533) |
| [Samco Small Cap Fund](https://mfcalc.getabundance.in/fund/153869) | Equity Scheme - Small Cap Fund | ₹144.77 Cr | ₹12.68 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153869) |
| [Samco Mid Cap Fund](https://mfcalc.getabundance.in/fund/154115) | Equity Scheme - Mid Cap Fund | ₹74.72 Cr | ₹9.98 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154115) |

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### Regulatory Disclosures & Distributor Attribution

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Historical returns are not indicative of future results.

**Abundance Financial Services** (ARN-251838, AMFI Registered Mutual Fund Distributor) · **Atin Kumar Agrawal** (APRN04279, APMI Registered PMS Distributor).