Samco Large & Mid Cap Fund Direct Growth

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

Min. for 1st investment

₹5000

Min. for 2nd Onwards

₹5000

Min for SIP

₹500

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.

Also Manage these schemes

Samco Flexi Cap Fund Direct Growth

Samco Overnight Fund Direct Growth

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

Address

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

Phone

NA

Launch Fund Date

14 Sep 2021