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

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Launch Date21 Oct 2026

Closing Date04 Nov 2026

Allotment Date09 Nov 2026

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Launch Date20 Oct 2026

Closing Date03 Nov 2026

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Closing Date29 Oct 2026

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Closing Date02 Nov 2026

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Closing Date26 Oct 2026

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Closing Date29 Oct 2026

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Closing Date19 Oct 2026

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Closing Date19 Oct 2026

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Closing Date09 Oct 2026

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Closing Date25 Sep 2026

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High Risk | Equity

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Closing Date15 Jul 2026

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Very High Risk | Equity

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Closing Date15 Jul 2026

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date01 Dec 2025

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

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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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Launch Date07 Nov 2025

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

Groww Logo

Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

Closing Date17 Nov 2025

Allotment Date24 Nov 2025

Groww Logo

Launch Date31 Oct 2025

Closing Date04 Nov 2025

Allotment Date10 Nov 2025

Groww Logo

Launch Date31 Oct 2025

Closing Date12 Nov 2025

Allotment Date12 Nov 2025

Groww Logo

Launch Date31 Oct 2025

Closing Date14 Nov 2025

Allotment Date21 Nov 2025

Groww Logo

Launch Date28 Oct 2025

Closing Date11 Nov 2025

Allotment Date12 Nov 2025

Groww Logo

Launch Date28 Oct 2025

Closing Date07 Nov 2025

Allotment Date07 Nov 2025

Groww Logo

Launch Date24 Oct 2025

Closing Date07 Nov 2025

Allotment Date07 Nov 2025

Groww Logo

Launch Date10 Oct 2025

Closing Date24 Oct 2025

Allotment Date10 Nov 2025

Groww Logo

Launch Date03 Oct 2025

Closing Date17 Oct 2025

Allotment Date24 Oct 2025

Groww Logo

Launch Date01 Oct 2025

Closing Date15 Oct 2025

Allotment Date31 Oct 2025

Groww Logo

Launch Date01 Oct 2025

Closing Date15 Oct 2025

Allotment Date23 Oct 2025

Groww Logo

Launch Date03 Oct 2025

Closing Date17 Oct 2025

Allotment Date27 Oct 2025

Groww Logo

Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 Oct 2025

Allotment Date17 Oct 2025

Groww Logo

Launch Date01 Oct 2025

Closing Date15 Oct 2025

Allotment Date22 Oct 2025

Groww Logo

Launch Date06 Oct 2025

Closing Date20 Oct 2025

Allotment Date28 Oct 2025

Groww Logo

Launch Date03 Oct 2025

Closing Date17 Oct 2025

Allotment Date24 Oct 2025

Groww Logo

Launch Date10 Jun 2025

Closing Date24 Jun 2025

Allotment Date27 Jun 2025

Groww Logo

Launch Date17 Jun 2025

Closing Date23 Jun 2025

Allotment Date25 Jun 2025

Groww Logo

Launch Date09 Jun 2025

Closing Date23 Jun 2025

Allotment Date27 Jun 2025

Groww Logo

Launch Date05 Jun 2025

Closing Date19 Jun 2025

Allotment Date25 Jun 2025

Groww Logo

Launch Date05 Jun 2025

Closing Date19 Jun 2025

Allotment Date25 Jun 2025

Groww Logo

Launch Date13 Jun 2025

Closing Date27 Jun 2025

Allotment Date04 Jul 2025


Testimonial

Genuine Review Form Statisifed Customers

4.5 Out of 5 (25167 Reviews)

I needed urgent cash flow and didn’t want to redeem my funds. KSquare had the perfect solution. Very helpful service!

Karan Duggal

Karan Duggal

Creative Producer

Being self-employed, I wanted a structured way to invest. KSquare’s SIPs fit the bill. It’s affordable, effective, and easy to track progress over time.

Kritika Jain

Kritika Jain

Event Planner

I appreciated how KSquare simplified the NPS jargon. Everything was laid out clearly with ongoing support.

Manish Talreja

Manish Talreja

Sales Head

KSquare’s New Fund Offering updates are timely and insightful. I’ve participated in two NFOs already, and the results have been quite impressive and transparent.

Raghav Nair

Raghav Nair

Aviation Consultant

Getting a loan against my mutual funds was hassle-free with KSquare. Very professional and transparent experience.

Rohit Verma

Rohit Verma

Marketing Consultant

KSquare made investing so simple! Their SIP options fit my monthly budget and help me build wealth consistently without worry. I highly recommend it to anyone starting their financial journey.

Aarav Sharma

Aarav Sharma

Software Engineer

I always feared medical emergencies, but KSquare helped us prepare financially. The SIP plan ensures liquidity when required. Now health issues don’t create financial panic anymore. Truly thoughtful solutions.

Nitin Patil

Nitin Patil

What I like most about KSquare is the clarity and control I have over my investments. SIPs have never been easier to manage.

Nikhil Arora

Nikhil Arora

UX Designer

Living in Europe, I missed investing in India. KSquare filled that gap with an easy-to-use, trustworthy service. Love it!

Meghna Chauhan

Meghna Chauhan

Public Health Specialist

New fund investing used to be intimidating. KSquare’s support and transparency made it not only easy but enjoyable. I now look forward to NFOs!

Ashwin Nambiar

Ashwin Nambiar

Logistics Planner

FAQ's

Frequenlty Asked Question

What if I fail to repay the loan on time?

In case of default, the lender may sell pledged mutual fund units. KSquare advises timely repayment to avoid any financial impact.

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.

Are NFOs safe for first-time investors?

NFOs can be suitable for beginners, but they carry risks. KSquare helps assess fund strategies before you commit.

Will I still earn returns on pledged mutual funds?

Yes, your mutual fund units continue to generate returns even while they are pledged for a loan.

Can I increase my SIP amount later?

Yes, KSquare allows you to modify or increase your SIP contributions easily as your income or goals change.

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

You can begin with as little as ₹100, making mutual funds accessible to new and seasoned investors alike.

What is the minimum investment for NPS?

You can start your NPS investment with as little as ₹500 for Tier I and ₹1,000 for Tier II accounts.

What is the National Pension System (NPS)?

NPS is a government-backed retirement savings scheme that lets you invest during your working life and withdraw upon retirement.

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Ksquare Timeline Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor having ARN No. 146262. Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. This website is intended only for informational and self-help purposes and should not be considered as investment advice or return guarantee. Past performance is not indicative of future results. Terms & Conditions apply.