Samco Small Cap Fund Growth Return
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- 3M
- 6M
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- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Samco Small Cap Fund Growth Fund Overview
Min. investment
SIP ₹250 & Lump. ₹5000
AUM (Fund size)
₹196 Cr
Lock In Period
N/A
Expense Ratio
3.48
Exit Load
10% of units can be redeemed at any time without an exit load.Any redemption in excess of 10% of units will incur 1% exit load in the first 12 months.No exit load, if redeemed after 12 months from the date of allotment of unit.
Benchmark
Nifty Smallcap 250 Total Return
Samco Small Cap Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 6.29 | -1.32 | 12.01 |
| 6M | 38.54 | 4.40 | 46.20 |
| 1Y | 0.00 | 4.15 | 77.31 |
| 3Y | 0.00 | 14.19 | 99.01 |
Portfolio Analysis
- Equity: 79.63%
- Debt: 20.37%
- Others
As on: 2026-08-31
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About Fund Samco Small Cap Fund Growth
Samco Small Cap Fund Growth managed by Samco Mutual Fund,is a Small-capscheme with Assets Under Management of ₹196 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 3.48. 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 |
|---|---|---|---|
| Quantum Small Cap Fund Growth | 0 | 265 CR | 2.33 |
| Principal Small Cap Fund Growth | 0 | 512 CR | 2.42 |
| Samco Small Cap Fund Growth | 0 | 196 CR | 3.48 |
| Sundaram Small Cap Fund - Institutional Plan Growth | 0 | 1,928 CR | 2.38 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundQuantum Small Cap Fund Growth | 8.1103 | 0 |
| This FundPrincipal Small Cap Fund Growth | 74.2495 | 0 |
| This FundSamco Small Cap Fund Growth | 0 | 0 |
| This FundSundaram Small Cap Fund - Institutional Plan Growth | 61.9801 | 95.6559 |
Samco Small Cap Fund Growth FAQs
Samco Small 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 Small Cap Fund Growth is 3.48. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Samco Small Cap Fund Growth’s fund performance is as follows:
- 1 Month : 6.29%
- 6 Months : 38.54%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Samco Small 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 Small Cap Fund Growth is ₹196 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Samco Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
