Samco Large & Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹91 Cr

Lock In Period

N/A

Expense Ratio

3.7

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

Samco Large & Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.03-0.343.20
6M-1.561.4916.19
1Y-5.052.8540.44
3Y0.0013.8887.68

Portfolio Analysis

  • Equity: 80.57%
  • Debt: 19.43%
  • Others
As on: 2026-09-30
View allocation % by

1. Laurus Labs Limited8.21%
2. Divi's Laboratories Limited4.03%
3. Aurobindo Pharma Limited2.81%
4. Torrent Pharmaceuticals Limited2.26%
5. Sun Pharmaceutical Industries Limited1.41%
6. Zydus Lifesciences Limited0.68%

1. National Stock Exchange Of India Ltd9.24%
2. Multi Commodity Exchange of India Limited3.03%

1. Adani Energy Solutions Limited4.63%

1. Bharat Heavy Electricals Limited4.50%

1. Hitachi Energy India Limited4.20%

1. Solar Industries India Limited3.09%

1. FSN E-Commerce Ventures Limited2.82%

1. Apollo Hospitals Enterprise Limited2.61%

1. Bajaj Auto Limited2.52%

1. Bank of Maharashtra2.50%

1. Vedanta Limited2.42%

1. Samvardhana Motherson International Limited2.31%

1. The Federal Bank Limited2.24%

1. Bosch Limited1.66%

1. Radico Khaitan Limited1.61%

1. Titan Company Limited1.56%

1. ABB India Limited1.54%

1. Vodafone Idea Limited1.40%

1. One 97 Communications Limited1.36%

1. Oracle Financial Services Software Limited1.29%

1. Bharat Forge Limited1.27%

1. Apar Industries Limited1.16%
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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 Large and Mid Cap Fundsscheme with Assets Under Management of ₹91 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 3.7. 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

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 3.7. 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 : 3.03%
  • 6 Months : -1.56%
  • 1 Year : -5.05%
  • 3 Years : 0.00%
Returns of Samco Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 8.86 as on Oct 30,2026. Since inception, the return has been 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 ₹91 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.
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