Samco Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Samco Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹78 Cr

Lock In Period

N/A

Expense Ratio

3.29

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 30 days after the date of allotment of units.

Benchmark

Nifty Midcap 150 Total Return

Samco Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.21-1.036.37
6M0.811.2526.07
1Y0.003.3547.78
3Y0.0010.17142.86

Portfolio Analysis

  • Equity: 99.32%
  • Debt: 0.68%
  • Others
As on: 2026-07-31
View allocation % by

1. Laurus Labs Limited4.97%
2. Aurobindo Pharma Limited3.13%
3. Lupin Limited2.72%
4. Glenmark Pharmaceuticals Limited1.72%

1. Bank of Maharashtra4.02%
2. Indian Bank3.62%
3. Bank of India3.10%

1. The Federal Bank Limited4.50%
2. AU Small Finance Bank Limited3.75%

1. BSE Limited3.68%
2. Multi Commodity Exchange of India Limited2.99%

1. National Aluminium Company Limited5.51%

1. L&T Finance Limited4.50%

1. Aditya Birla Capital Limited4.32%

1. Apar Industries Limited3.94%

1. GE Vernova T&D India Limited3.65%

1. FSN E-Commerce Ventures Limited3.42%

1. Bharat Heavy Electricals Limited3.23%

1. Marico Limited3.11%

1. Life Insurance Corporation Of India3.06%

1. NMDC Limited3.04%

1. Hitachi Energy India Limited3.03%

1. Polycab India Limited2.95%

1. Hindustan Petroleum Corporation Limited2.86%

1. Bharat Forge Limited2.82%

1. Vodafone Idea Limited2.80%

1. General Insurance Corporation of India2.56%

1. Thermax Limited2.39%

1. NLC India Limited2.37%

1. LIC Housing Finance Limited1.56%
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About Fund Samco Mid Cap Fund Growth

Samco Mid Cap Fund Growth managed by Samco Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹78 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 3.29. 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 NameRatingsAUMExpense Ratio
Principal Midcap Fund Growth0450 CR2.48
Samco Mid Cap Fund Growth078 CR3.29
Invesco India Midcap Fund Growth314,721 CR1.87
HSBC Midcap Fund Growth415,578 CR2.29
Fund Name1Y3Y
This FundPrincipal Midcap Fund Growth45.14990
This FundSamco Mid Cap Fund Growth00
This FundInvesco India Midcap Fund Growth8.705893.8971
This FundHSBC Midcap Fund Growth20.141996.1127

Samco Mid Cap Fund Growth FAQs

Samco 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 Mid Cap Fund Growth is 3.29. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Samco Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 1.21%
  • 6 Months : 0.81%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Samco Mid Cap Fund Growth are updated daily based on NAV of ₹ 10 as on Aug 20,2026. Since inception, the return has been 0.00%.

You can invest in Samco 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 Mid Cap Fund Growth is ₹78 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Samco 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.