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Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

-

ISIN

ISIN

INF0K1H01347

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

11 Nov 2026

About this fund

Samco Equity Savings Fund Regular Growth is a Equity Savings mutual fund schemes offered by Samco Mutual Fund. This fund has been in existence for NA, having been launched on 11-Nov-26
  • You can start investing in Samco Equity Savings Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹5000.

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

5.23%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

0.21

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.31

Higher the better

Fund Managers

Nirali Bhansali

Nirali Bhansali

Since October 2026

Umeshkumar Mehta

Umeshkumar Mehta

Since October 2026

Additional Scheme Details

ISIN
INF0K1H01347
Expense Ratio
-
Exit Load
1.00%
Fund Size
-
Age
0 month
Lumpsum Minimum
₹5,000
Fund Status
Open Ended Investment Company
Benchmark
NIFTY Equity Savings TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity Savings Funds

Fund nameExpense RatioExit LoadFund size
1Y
Samco Equity Savings Fund Regular Growth

Moderately High risk

-1.0%--
Samco Equity Savings Fund Direct Growth

Moderately High risk

-1.0%--
Bajaj Finserv Equity Savings Fund Direct Growth

Moderate Risk

1.1%0.0%₹39.76 Cr4.4%
Bajaj Finserv Equity Savings Fund Regular Growth

Moderate Risk

2.3%0.0%₹39.76 Cr3.3%
quant Equity Savings Fund Regular Growth

Moderate Risk

3.8%1.0%₹59.84 Cr5.5%
quant Equity Savings Fund Direct Growth

Moderate Risk

2.0%1.0%₹59.84 Cr7.3%
WhiteOak Capital Equity Savings Fund Direct Growth

Moderate Risk

1.6%0.0%₹270.95 Cr4.9%
WhiteOak Capital Equity Savings Fund Regular Growth

Moderate Risk

3.0%0.0%₹270.95 Cr3.3%
HSBC Equity Savings Fund Direct Growth

Moderate Risk

1.5%0.0%₹1557.92 Cr5.9%
Invesco India Equity Savings Fund Regular Growth

Moderate Risk

3.0%0.0%₹268.20 Cr-2.2%
Invesco India Equity Savings Fund Direct Growth

Moderate Risk

1.5%0.0%₹268.20 Cr-0.7%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.7%0.0%₹943.07 Cr-0.9%
LIC MF Equity Savings Fund Direct Growth

Moderate Risk

1.9%1.0%₹38.68 Cr1.3%
ICICI Prudential Equity Savings Fund Regular Growth

Low to Moderate Risk

1.6%0.0%₹14904.85 Cr2.0%
ICICI Prudential Equity Savings Fund Direct Growth

Low to Moderate Risk

1.1%0.0%₹14904.85 Cr2.5%
LIC MF Equity Savings Fund Regular Growth

Moderate Risk

2.9%1.0%₹38.68 Cr0.2%
Aditya Birla Sun Life Equity Savings Fund Regular Growth

Moderate Risk

1.7%0.0%₹1116.06 Cr3.3%
Aditya Birla Sun Life Equity Savings Fund Direct Growth

Moderate Risk

1.2%0.0%₹1116.06 Cr3.9%
Franklin India Equity Savings Fund Regular Growth

Low to Moderate Risk

1.6%0.0%₹559.99 Cr2.0%
Franklin India Equity Savings Fund Direct Growth

Low to Moderate Risk

0.8%0.0%₹559.99 Cr2.8%
Union Equity Savings Fund Direct Growth

Moderately High risk

2.1%1.0%₹113.60 Cr1.9%
Union Equity Savings Fund Regular Growth

Moderately High risk

2.6%1.0%₹113.60 Cr1.4%
Axis Equity Saver Fund Regular Growth

Moderately High risk

2.7%1.0%₹854.90 Cr1.7%
HDFC Equity Savings Fund Direct Growth

Moderately High risk

1.3%1.0%₹5532.50 Cr1.2%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.6%1.0%₹854.90 Cr3.0%
Tata Equity Savings Fund Direct Growth

Moderate Risk

0.6%0.0%₹284.62 Cr7.5%
SBI Equity Savings Fund Direct Growth

Moderate Risk

1.5%0.0%₹5412.73 Cr2.3%
SBI Equity Savings Fund Regular Growth

Moderate Risk

2.0%0.0%₹5412.73 Cr1.7%
Nippon India Equity Savings Fund Regular Growth

Moderate Risk

2.0%1.0%₹744.38 Cr0.1%
Nippon India Equity Savings Fund Direct Growth

Moderate Risk

0.9%1.0%₹744.38 Cr1.2%
PGIM India Equity Savings Fund Direct Growth

Moderate Risk

1.1%0.0%₹56.50 Cr1.9%
DSP Equity Savings Fund Direct Growth

Moderately High risk

1.1%0.0%₹3087.35 Cr1.3%
DSP Equity Savings Fund Regular Growth

Moderately High risk

2.0%0.0%₹3087.35 Cr0.4%
Bandhan Equity Savings Fund Direct Growth

Low to Moderate Risk

0.7%0.0%₹393.27 Cr3.3%
UTI Equity Savings Fund Regular Growth

Moderately High risk

2.1%1.0%₹804.31 Cr0.9%
UTI Equity Savings Fund Direct Growth

Moderately High risk

1.1%1.0%₹804.31 Cr1.9%
Mirae Asset Equity Savings Fund Direct Growth

Moderately High risk

0.7%1.0%₹1994.25 Cr3.7%
Mirae Asset Equity Savings Fund Regular Growth

Moderately High risk

1.7%1.0%₹1994.25 Cr2.7%
HSBC Equity Savings Fund Regular Growth

Moderate Risk

2.5%0.0%₹1557.92 Cr5.0%
Mahindra Manulife Equity Savings Fund Direct Growth

Moderately High risk

1.3%1.0%₹519.23 Cr3.9%
Mahindra Manulife Equity Savings Fund Regular Growth

Moderately High risk

2.8%1.0%₹519.23 Cr2.2%
HDFC Equity Savings Fund Regular Growth

Moderately High risk

2.2%1.0%₹5532.50 Cr0.3%
Sundaram Equity Savings Fund Regular Growth

Moderate Risk

1.9%0.0%₹943.07 Cr-2.3%
PGIM India Equity Savings Fund Regular Growth

Moderate Risk

1.8%0.0%₹56.50 Cr1.2%
Bandhan Equity Savings Fund Regular Growth

Low to Moderate Risk

1.6%0.0%₹393.27 Cr2.3%
Tata Equity Savings Fund Regular Growth

Moderate Risk

1.1%0.0%₹284.62 Cr6.9%
Baroda BNP Paribas Equity Savings Fund Direct Growth

Moderate Risk

1.3%1.0%₹267.44 Cr2.6%
Baroda BNP Paribas Equity Savings Fund Regular Growth

Moderate Risk

2.3%1.0%₹267.44 Cr1.5%
Edelweiss Equity Savings Fund Direct Growth

Moderate Risk

1.1%0.0%₹1704.44 Cr6.4%
Edelweiss Equity Savings Fund Regular Growth

Moderate Risk

2.1%0.0%₹1704.44 Cr5.3%

About the AMC

Samco Mutual Fund

Samco Mutual Fund

Total AUM

₹2,573 Cr

Address

1003, A Naman Midtown, Mumbai, 400013

Other Funds by Samco Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Samco Equity Savings Fund Direct Growth

Moderately High risk

-1.0%--
Samco Mid Cap Fund Direct Growth

Very High Risk

1.7%1.0%₹75.43 Cr-
Samco Small Cap Fund Direct Growth

Very High Risk

2.0%1.0%₹269.83 Cr-
Samco Large & Mid Cap Fund Direct Growth

Very High Risk

2.3%1.0%₹90.83 Cr-7.7%
Samco Large Cap Fund Direct Growth

Very High Risk

1.9%1.0%₹86.00 Cr-10.2%
Samco Multi Asset Allocation Fund Direct Growth

Very High Risk

2.7%1.0%₹379.59 Cr0.1%
Samco Arbitrage Fund Direct Growth

Low Risk

1.1%0.0%₹25.98 Cr5.3%
Samco Multi Cap Fund Direct Growth

Moderate Risk

2.2%1.0%₹219.73 Cr-3.1%
Samco Special Opportunities Fund Direct Growth

Very High Risk

2.2%1.0%₹124.19 Cr1.4%
Samco Dynamic Asset Allocation Fund Direct Growth

Very High Risk

2.0%1.0%₹156.86 Cr-3.4%
Samco ELSS Tax Saver Fund Direct Growth

Very High Risk

1.9%0.0%₹103.85 Cr-2.0%
Samco Active Momentum Fund Direct Growth

Very High Risk

2.1%1.0%₹774.74 Cr14.2%
Samco Flexi Cap Fund Direct Growth

Very High Risk

1.8%1.0%₹238.75 Cr-8.0%
Samco Overnight Fund Direct Growth

Low Risk

0.2%0.0%₹31.79 Cr5.0%

Risk Level

Your principal amount will be at Moderately High risk

Moderately High risk

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Who manages the Samco Equity Savings Fund Regular Growth?

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The fund managers responsible for Samco Equity Savings Fund Regular Growth are:-
  1. Nirali Bhansali
  2. Umeshkumar Mehta
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