Samco Mid Cap Fund Growth Return
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- 6M
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Samco Mid Cap Fund Growth Fund Overview
Min. investment
SIP ₹250 & Lump. ₹5000
AUM (Fund size)
₹81 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
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.10 | -0.29 | 2.55 |
| 6M | 4.16 | 3.44 | 23.05 |
| 1Y | 0.00 | 4.93 | 47.78 |
| 3Y | 0.00 | 14.83 | 92.02 |
Portfolio Analysis
- Equity: 99.32%
- Debt: 0.68%
- Others
As on: 2026-07-31
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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 ₹81 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Helios Mid Cap Fund Growth | 0 | 2,228 CR | 2.4 |
| Samco Mid Cap Fund Growth | 0 | 81 CR | 3.29 |
| HSBC Midcap Fund Growth | 4 | 17,188 CR | 2.29 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHelios Mid Cap Fund Growth | 12.5806 | 0 |
| This FundSamco Mid Cap Fund Growth | 0 | 0 |
| This FundHSBC Midcap Fund Growth | 20.2659 | 85.9929 |
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 : -0.10%
- 6 Months : 4.16%
- 1 Year : 0.00%
- 3 Years : 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 ₹81 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.
