Samco Mutual Fund
AUM
₹ 2,814.26 cr
AMC Age
5 Years
No. Of Schemes
1
Samco Mutual Fund is part of the Samco Group, a trusted name in the financial services industry. With a focus on innovation and transparency, Samco Mutual Fund offers investment solutions designed to empower investors in achieving their long-term financial goals.
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About Samco Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Samco Mutual Fund, launched by Samco Asset Management Pvt. Ltd., is part of the Samco Group, an established name in the financial services industry. With a focus on innovation and transparency, the fund house aims to simplify investing and help investors pursue their financial goals with confidence.
Key Features
- Samco Mutual Fund introduces the HEXASHIELD-tested investment approach, a unique framework designed to evaluate and build portfolios
- Rather than offering an overwhelming range of schemes, Samco Mutual Fund provides carefully curated investment options aimed at delivering better risk-adjusted returns.
- The fund house emphasizes clarity in communication, cost efficiency, and data-backed decision-making, ensuring investors understand how their money is managed.
- Samco Mutual Fund leverages a seamless digital platform to allow investors to explore schemes, invest, and track their portfolios with ease, ensuring accessibility across locations.
Documents Required
To invest in Samco Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Samco Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Samco Mutual Fund Managers
Mr. Umeshkumar Mehta
Ms. Nirali Bhansali
Mr. Dhawal Ghanshyam Dhanani
Mr. Komal Grover
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