Samco Large & Mid Cap Fund Regular Growth
EquityLarge & Mid-CapVery High Risk
Regular
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF0K1H01289
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
25 Jun 2025
About this fund
- You can start investing in Samco Large & Mid Cap Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹5000.
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
14.43%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
1.15
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
2.00
Higher the better
Fund Managers
Additional Scheme Details
ISIN INF0K1H01289 | Expense Ratio - | Exit Load 1.00% | Fund Size - | Age 0 month | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark Nifty LargeMidcap 250 TR INR |
Investment 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
Capital Gains Taxation:
Dividend Taxation:
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 Large & Mid-Cap Funds
About the AMC
Samco Mutual Fund
Total AUM
₹1,943 Cr
Address
1003, A Naman Midtown, Mumbai, 400013
Other Funds by Samco Mutual Fund
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Samco Large & Mid Cap Fund Direct Growth Very High Risk | - | 1.0% | - | - |
| Samco Large Cap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹155.55 Cr | - |
| Samco Dynamic Asset Allocation Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹452.79 Cr | -5.5% |
| Samco ELSS Tax Saver Fund Direct Growth Very High Risk | 1.0% | 0.0% | ₹121.66 Cr | -7.4% |
| Samco Active Momentum Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹858.50 Cr | -0.4% |
| Samco Flexi Cap Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹459.31 Cr | -12.6% |
| Samco Overnight Fund Direct Growth Low Risk | 0.1% | 0.0% | ₹50.77 Cr | 6.1% |
Risk Level
Your principal amount will be at Very High Risk
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Related Articles
Still got questions?
We're here to help.
Who manages the Samco Large & Mid Cap Fund Regular Growth?
- Nirali Bhansali
- Dhawal Dhanani
- Umeshkumar Mehta
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Samco Large & Mid Cap Fund Regular Growth
EquityLarge & Mid-CapVery High Risk
Regular
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF0K1H01289
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
25 Jun 2025
Risk Level
Your principal amount will be at Very High Risk
About this fund
- You can start investing in Samco Large & Mid Cap Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹5000.
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
14.43%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
1.15
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
2.00
Higher the better
Fund Managers
Additional Scheme Details
ISIN INF0K1H01289 | Expense Ratio - | Exit Load 1.00% | Fund Size - | Age 0 month | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark Nifty LargeMidcap 250 TR INR |
Investment 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
Capital Gains Taxation:
Dividend Taxation:
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 Large & Mid-Cap Funds
About the AMC
Samco Mutual Fund
Total AUM
₹1,943 Cr
Address
1003, A Naman Midtown, Mumbai, 400013
Other Funds by Samco Mutual Fund
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Samco Large & Mid Cap Fund Direct Growth Very High Risk | - | 1.0% | - | - |
| Samco Large Cap Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹155.55 Cr | - |
| Samco Dynamic Asset Allocation Fund Direct Growth Very High Risk | 0.8% | 1.0% | ₹452.79 Cr | -5.5% |
| Samco ELSS Tax Saver Fund Direct Growth Very High Risk | 1.0% | 0.0% | ₹121.66 Cr | -7.4% |
| Samco Active Momentum Fund Direct Growth Very High Risk | 0.9% | 1.0% | ₹858.50 Cr | -0.4% |
| Samco Flexi Cap Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹459.31 Cr | -12.6% |
| Samco Overnight Fund Direct Growth Low Risk | 0.1% | 0.0% | ₹50.77 Cr | 6.1% |
Related Articles
Still got questions?
We're here to help.
Who manages the Samco Large & Mid Cap Fund Regular Growth?
- Nirali Bhansali
- Dhawal Dhanani
- Umeshkumar Mehta
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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