Samco Large & Mid Cap Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
Samco Large & Mid Cap Fund Growth Fund Overview
Min. investment
SIP ₹250 & Lump. ₹5000
AUM (Fund size)
₹119 Cr
Lock In Period
N/A
Expense Ratio
2.49
Exit Load
1.00% If the investment is redeemed or switched out on or before 30 days from the date of allotment of units No Exit Load will be charged if investment is redeemed or switched out after 30 days from the date of allotment of units.
Benchmark
Nifty Large Midcap 250 Total Return
Summary
Samco Large & Mid Cap Fund Growth NAV is ₹9.18 as of 23 Jun, 2026. Samco Large & Mid Cap Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Samco Large & Mid Cap Fund Growth is ₹250. The AUM of Samco Large & Mid Cap Fund Growth is ₹119 Cr. The expense ratio of the fund is 2.49%, and its benchmark is Nifty Large Midcap 250 Total Return. The current exit load of the fund is 1.00% If the investment is redeemed or switched out on or before 30 days from the date of allotment of units No Exit Load will be charged if investment is redeemed or switched out after 30 days from the date of allotment of units.. In the last 1M months, Samco Large & Mid Cap Fund Growth has delivered 2.47% returns.
Samco Large & Mid Cap Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.47 | -1.21 | 10.11 |
| 6M | 0.66 | 1.21 | 64.49 |
| 1Y | 0.00 | 3.62 | 137.57 |
| 3Y | 0.00 | 10.79 | 202.94 |
Portfolio Analysis
- Equity: 72.43%
- Debt: 27.57%
- Others
As on: 2026-05-31
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About Fund Samco Large & Mid Cap Fund Growth
Samco Large & Mid Cap Fund Growth managed by Samco Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹119 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.49. Under the expert guidance of Umeshkumar Mehta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Umeshkumar Mehta
Mr. Umeshkumar 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Nippon India Capital Builder Fund - Series C Growth | 0 | 568.91 CR | 2 |
| The Wealth Company Large & Mid Cap Fund Growth | 0 | 0 CR | |
| Samco Large & Mid Cap Fund Growth | 0 | 119.26 CR | 2.49 |
| Sundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Capital Builder Fund - Series C Growth | ||
| This FundThe Wealth Company Large & Mid Cap Fund Growth | 0 | 0 |
| This FundSamco Large & Mid Cap Fund Growth | 0 | 0 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
Samco Large & Mid Cap Fund Growth FAQs
Samco Large & Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Samco Large & Mid Cap Fund Growth is 2.49. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Samco Large & Mid Cap Fund Growth’s fund performance is as follows:
- 1 Month : 2.47%
- 6 Months : 0.66%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Samco Large & Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Samco Large & Mid Cap Fund Growth is ₹119 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Samco Large & Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
