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Samco Mutual Fund

Samco Mutual Fund is the newest entrant in the Asset Management industry. The Securities Exchange Board of India (SEBI) gave them their final nod in July 2021. It is the first AMC to offer stress-tested investing. Herein, Stress testing is a tactic used to invest money in companies that can thrive in a range of demanding scenarios. This tactic helps in generating superior long-term risk-adjusted returns.

In addition, Samco Mutual Fund is the first AMC in India to report Daily Active Share and strives to introduce actively managed funds with a High Active Share. It boasts a solid AUM (Assets under Management) of INR 601.65 Crores.

Also, to produce superior long-term returns for investors, it aims to maintain an efficient portfolio turnover and cost structure while purchasing efficient companies at an efficient price.

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How to Invest in Samco Mutual Fund ?

Investing in SAMCO Mutual Funds is easy, fast and convenient on the 5Paisa platform. As one country’s largest investing platform, 5Paisa allows you to easily add SAMCO and other mutual funds to your portfolio.

Here are the steps you need to follow to invest in SAMCO Mutual Fund online:

Step 1: Log in to your 5Paisa Account. In case you do not have one, click the link to register and create a new 5Paisa account in 3 easy steps. Alternatively, you can also download the 5Paisa app on your smartphone for Android or IOS and log in from your device.

Step 2: Search for the SAMCO Mutual Fund scheme that you wish to invest in

Step 3: Select the suitable option as per your specific requirement and risk appetite

Step 4: Select the investment type from SIP (Systematic Investment Plan) or Lumpsum investment

Step 5: Put the amount that you’d like to invest and proceed with the payment option by clicking on the ‘Invest Now’ button

This is all you need to do to complete the investment process on the 5Paisa platform. Once your payment is successfully debited, you can see the SAMCO Mutual Fund reflected in your 5Paisa account In approximately 3-4 working days. If you selected the SIP option, the amount chosen would get deducted every month starting from the initial payment date.

Top 10 Samco Mutual Fund to Invest

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 673
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 70
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 121
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 892
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 644
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 201
  • 3Y Return
  • -

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Frequently Asked Questions

You can invest in SAMCO Mutual Fund online directly through the 5Paisa platform. Alternatively, you can invest in SAMCO Mutual Fund through the fund houses’ website or any other online platform or mobile application.

You can stop SIP in SAMCO Mutual Fund online. To do this, you must directly visit the SAMCO Mutual Fund website, log in with the folio number, and stop the SIP. Alternatively, you can log in to the platform where they started the SAMCO Mutual Fund investment and stop the SIP.

The average return since the inception of Samco Flexi Cap Fund Direct-Growth is -4.2%

The top holdings of Samco Flexi Cap Fund Direct-Growth Fund include

  • Tata Consultancy Services Ltd-9.94%
  • Bajaj Finserv Ltd-7.72%
  • Bajaj Finance Ltd-7.72%
  • Coforge Ltd-6.86%
  • Jubilant Foodworks Ltd-5.82%

There are two options available to invest in Samco Flexi Cap Fund Direct-Growth. These are-

  • Lump-sum (Min of Rs 5,000/- and in multiples of Rs 1/- after that) or
  • Systematic Investment Plan (SIP) (Minimum investment of Rs 500/- and in multiples of Re 1/- after that)

Here is the list of documents needed to incur a SAMCO mutual fund for the first time-

  • KYC documents of all holders
  • Bank account proof
  • Power of Attorney (notarised)
  • PIO/OCI card
  • Board resolution/Authorisation to invest
  • List of authorised signatories (with specimen signature)
  • Overseas auditors certificate

The fund has majorly invested in Cash Equivalent (100%), Tech (31.38%), Financial Services (27.54%), Health (11.52%), Consumer Cyclical (10.45%), Consumer Defensive (4.41%), Industrial (3.86%), and communication (1.73%).

Samco Flexi Cap Fund’s performance would be benchmarked against NIFTY500 TRI. However, it is important to keep in mind that the benchmark performance is a broad measurement of the changes in the stock markets and is to be used only for comparative purposes. It does not indicate the potential performance of the Samco Flexi Cap Fund in any form.

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