Samco Mutual Fund
AUM
₹ 2,814.26 cr
AMC Age
5 Years
No. Of Schemes
14
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
How To Invest In Samco Mutual Fund With Choice?
Samco Mutual Fund FAQs
The best Samco Mutual Fund depends on your financial goals, risk tolerance, and investment horizon. Equity funds suit long-term growth, debt funds offer stability, and hybrid funds provide balance. With Choice, you can explore detailed research tools and use advanced fundamental and technical analysis to select the most suitable Samco Mutual Fund.
Samco Mutual Fund schemes are subject to taxation based on the type of investment and the duration of holding. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in Samco Mutual Fund via Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the Know Your Customer (KYC) process is essential before investing.
The minimum investment in a Samco Mutual Fund is 5,000 for a lump-sum purchase and 500 for a Systematic Investment Plan (SIP). After the initial amount, additional investments for both lump-sum and SIP can be made in multiples of 1.
Returns on Samco Mutual Fund schemes are calculated based on the Net Asset Value (NAV). The formula is:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIP investments, the XIRR (Extended Internal Rate of Return) method is used to calculate returns. Choice Fin offers real-time NAV tracking and built-in return calculators to help you analyse and optimise your portfolio performance.
Yes, switching between Samco Mutual Fund schemes is allowed and can be done seamlessly through the Choice FinX platform. However, it is important to consider potential exit loads and tax implications depending on the duration of your investment before making a switch.
When investing in Samco Mutual Funds, charges may include the Expense Ratio, which covers fund management costs, and an Exit Load, which is applicable if you redeem your investment before a specified period.
No, a Demat account is not mandatory to invest in Samco Mutual Funds through Choice FinX. You can invest directly via the platform without the need for a Demat account. However, if you prefer to hold your mutual fund units in electronic format, a Demat account would prove useful.
You can easily access your Samco Mutual Fund statement on the Choice FinX platform by visiting the Portfolio section. Additionally, statements can be obtained through the Samco Mutual Fund website, via email requests, or through registrar platforms like CAMS and KFintech.
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