AMFI - Registered Mutual Fund Distributor

Samco Large & Mid Cap Fund Direct Growth

Very High Risk | Others

Fund Overview

Launch Date

05 Jun 2025

End Date

19 Jun 2025

Allotment Date

25 Jun 2025

NAV

₹10.00

Expense Ratio, Exit Load & Tax

Expense ratio

Inclusive of GST

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Stamp Duty

0.005% (from July 1st, 2020)

Tax implication

NA

Minimum Investment Amounts

Min. for 1st investment

₹5000

Min. for 2nd Onwards

₹5000

Min for SIP

₹500

Fund Managment

Nirali Bhansali

June 2025 - Present

Education

Ms. Nirali Bhansali is a B.E., MBA

Experience

She started as a senior analyst at Samco Securities Ltd. and has been the Head of Equity Research. She has over 7 years of work experience with more than 5 years capital markets and investment research.

Fund House & Investment Objective

Samco Mutual Fund

Rank(total assets)

NA

Date of Incorportation

14/09/2021

Total AUM

₹2,891.81Cr

Samco Large & Mid Cap Fund Direct Growth is a NA Mutual Fund Scheme launched by Samco Mutual Fund. This scheme was made available to investors on 14 Sep 2021. Nirali Bhansali is the Current Fund Manager of Samco Large & Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,892 Cr and the Latest NAV as of 05 Jun 2025 is ₹10.00. The Samco Large & Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.


Investment Objective

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities.

Fund benchmark

NIFTY Large Midcap 250 Total Return Index

Fund House Contact Details

Address

1003 – A Naman Midtown 10th Floor,Senapati Bapat Marg,Prabhadevi (west), Mumbai 400013

Phone

NA

Launch Fund Date

14 Sep 2021

Groww Logo

Launch Date02 Dec 2025

Closing Date10 Dec 2025

Allotment Date16 Dec 2025

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Closing Date11 Dec 2025

Allotment Date22 Dec 2025

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Closing Date03 Dec 2025

Allotment Date05 Dec 2025

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Closing Date08 Dec 2025

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Closing Date05 Dec 2025

Allotment Date09 Dec 2025

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

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Closing Date08 Dec 2025

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Closing Date05 Dec 2025

Allotment Date05 Dec 2025

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Closing Date04 Dec 2025

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Closing Date01 Dec 2025

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Closing Date26 Nov 2025

Allotment Date04 Dec 2025

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Closing Date28 Nov 2025

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Closing Date25 Nov 2025

Allotment Date25 Nov 2025

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Closing Date24 Nov 2025

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Closing Date20 Nov 2025

Allotment Date28 Nov 2025

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Closing Date24 Nov 2025

Allotment Date28 Nov 2025

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Closing Date20 Nov 2025

Allotment Date24 Nov 2025

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Launch Date10 Nov 2025

Closing Date24 Nov 2025

Allotment Date24 Nov 2025

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

Launch Date10 Nov 2025

Closing Date17 Nov 2025

Allotment Date21 Nov 2025

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Closing Date21 Nov 2025

Allotment Date26 Nov 2025

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Launch Date07 Nov 2025

Closing Date10 Nov 2025

Allotment Date01 Jan 2013

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Launch Date06 Nov 2025

Closing Date20 Nov 2025

Allotment Date27 Nov 2025

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

Closing Date17 Nov 2025

Allotment Date24 Nov 2025

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Launch Date31 Oct 2025

Closing Date04 Nov 2025

Allotment Date10 Nov 2025

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Launch Date31 Oct 2025

Closing Date12 Nov 2025

Allotment Date12 Nov 2025

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Launch Date31 Oct 2025

Closing Date14 Nov 2025

Allotment Date21 Nov 2025

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Launch Date28 Oct 2025

Closing Date11 Nov 2025

Allotment Date12 Nov 2025

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Launch Date28 Oct 2025

Closing Date07 Nov 2025

Allotment Date07 Nov 2025

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Launch Date24 Oct 2025

Closing Date07 Nov 2025

Allotment Date07 Nov 2025

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Launch Date10 Oct 2025

Closing Date24 Oct 2025

Allotment Date10 Nov 2025

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Closing Date17 Oct 2025

Allotment Date24 Oct 2025

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Launch Date01 Oct 2025

Closing Date15 Oct 2025

Allotment Date31 Oct 2025

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Launch Date01 Oct 2025

Closing Date15 Oct 2025

Allotment Date23 Oct 2025

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Launch Date03 Oct 2025

Closing Date17 Oct 2025

Allotment Date27 Oct 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 Oct 2025

Allotment Date17 Oct 2025

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Launch Date01 Oct 2025

Closing Date15 Oct 2025

Allotment Date22 Oct 2025

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Launch Date06 Oct 2025

Closing Date20 Oct 2025

Allotment Date28 Oct 2025

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Launch Date03 Oct 2025

Closing Date17 Oct 2025

Allotment Date24 Oct 2025

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Launch Date10 Jun 2025

Closing Date24 Jun 2025

Allotment Date27 Jun 2025

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Launch Date17 Jun 2025

Closing Date23 Jun 2025

Allotment Date25 Jun 2025

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Launch Date09 Jun 2025

Closing Date23 Jun 2025

Allotment Date27 Jun 2025

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Launch Date05 Jun 2025

Closing Date19 Jun 2025

Allotment Date25 Jun 2025

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Launch Date05 Jun 2025

Closing Date19 Jun 2025

Allotment Date25 Jun 2025

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Launch Date13 Jun 2025

Closing Date27 Jun 2025

Allotment Date04 Jul 2025


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FAQ's

Frequenlty Asked Question

How do I manage taxes on my investments as an NRI?

KSquare provides tax guidance specific to NRIs, helping you plan and stay compliant with Indian tax laws.

How do I choose the right SIP plan on KSquare?

KSquare provides tailored recommendations based on your goals, risk appetite, and investment horizon to guide your SIP choices.

How much money do I need to start investing in mutual funds?

You can begin with as little as ₹500, making mutual funds accessible to new and seasoned investors alike.

What is the minimum amount required to start a SIP?

You can begin a SIP with as little as ₹500 per month, making it accessible for investors of all income levels.

What happens if I stop my SIP before maturity?

You can withdraw your invested amount anytime. However, early exits might impact your long-term growth potential.

How is the loan amount calculated?

The loan value is based on the mutual fund's NAV and the lender’s margin requirements. KSquare shows your eligible amount during application.

Which types of mutual funds are eligible for loans?

Typically, equity and debt mutual fund units held in demat form are eligible. KSquare helps confirm your fund’s eligibility instantly.

Do I need a demat account to apply for this loan?

Yes, most lenders require mutual fund units in demat form. KSquare can help convert physical units if needed.

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