AMFI - Registered Mutual Fund Distributor

Samco Mid Cap Fund – Regular Plan – Growth – Demat/Physical

Very High Risk | Equity

Fund Overview

Launch Date

21 Jan 2026

End Date

04 Feb 2026

Allotment Date

10 Feb 2026

NAV

₹10

Expense Ratio, Exit Load & Tax

Expense ratio

The expense ratio of the fund is 0.0% for Regular plan as on null.

Exit load

Samco Mid Cap Fund - Regular Plan shall attract an Exit Load, "Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months."

Minimum Investment Amounts

Minimum Investment (Rs.)

₹5,000.00

Minimum Additional Investment (Rs.)

₹500.00

Minimum SIP Investment (Rs.)

₹500.00

Fund Managment

Nirali Bhansali

Since Jan 2026

Education

Ms. Nirali Bhansali is a B.E., MBA She started as a senior analyst at Samco Securities Ltd.

Experience

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 Mid Cap Fund - Regular Plan - Growth - Demat/Physical

Total AUM

₹133-₹154

The "Samco Mid Cap Fund - Regular Plan - Growth - Demat/Physical" refers to holding units of Samco Mutual Fund in either Dematerialized (electronic) or Physical (paper) form, with the Regular Plan meaning higher costs but direct investor access, Growth indicating reinvestment of profits, and the fund investing primarily in mid-cap stocks (companies ranked 101-250 by market cap) using a momentum strategy (C.A.R.E.) for long-term capital appreciation.


Investment Objective

The Scheme seeks to generate long-term capital appreciation from a diversified portfolio predominantly consisting of equity and equity related instruments of mid cap companies.

Fund benchmark

Nifty Midcap 150 TRI.

Fund House Contact Details

Address

1003 – A Naman Midtown, 10th Floor, Senapati Bapat Marg, Prabhadevi (West), Mumbai 400 013.

Phone

+91 63572 22000

Launch Fund Date

21 Jan 2026

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Launch Date19 Mar 2026

Closing Date25 Mar 2026

Allotment Date01 Jan 1970

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Closing Date23 Mar 2026

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Launch Date18 Mar 2026

Closing Date01 Apr 2026

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Closing Date24 Mar 2026

Allotment Date27 Mar 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

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Closing Date18 Mar 2026

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Closing Date13 Mar 2026

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Closing Date10 Dec 2025

Allotment Date16 Dec 2025

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Closing Date11 Dec 2025

Allotment Date22 Dec 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date01 Dec 2025

Closing Date03 Dec 2025

Allotment Date05 Dec 2025

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Launch Date27 Nov 2025

Closing Date01 Dec 2025

Allotment Date03 Dec 2025

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Closing Date08 Dec 2025

Allotment Date09 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

Launch Date24 Nov 2025

Closing Date08 Dec 2025

Allotment Date08 Dec 2025

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Launch Date21 Nov 2025

Closing Date01 Dec 2025

Allotment Date01 Dec 2025

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Closing Date04 Dec 2025

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Closing Date01 Dec 2025

Allotment Date05 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

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Closing Date24 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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Launch Date07 Nov 2025

Closing Date21 Nov 2025

Allotment Date26 Nov 2025

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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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Closing Date12 Nov 2025

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Closing Date24 Oct 2025

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Closing Date15 Oct 2025

Allotment Date31 Oct 2025

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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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Closing Date23 Jun 2025

Allotment Date25 Jun 2025

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Closing Date23 Jun 2025

Allotment Date27 Jun 2025

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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


Testimonial

Genuine Review Form Statisifed Customers

4.6 Out of 5 (9161 Reviews)

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.

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Policy Advisor

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Business Coach

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FAQ's

Frequenlty Asked Question

Do NFOs offer better returns than existing funds?

Not always. While some NFOs may perform well, they lack historical data. KSquare helps evaluate the potential.

Is the loan process fully online at KSquare?

Yes, KSquare offers a completely paperless experience with online verification and fast approval.

Can I nominate someone for my NPS account?

Yes, nomination is mandatory and can be easily added or updated through your KSquare profile.

What is the ideal duration for a SIP investment?

The longer the duration, the better the returns. Ideally, stay invested for at least 5–10 years for best results.

Can NRIs get a loan against mutual funds with KSquare?

Some lenders allow NRIs to avail loans. KSquare helps identify NRI-eligible lenders and assists with documentation.

Can I withdraw funds from my NPS account early?

Partial withdrawals of up to 25% are allowed after 3 years for specific purposes like medical emergencies, education, or house purchase.

How does KSquare help with mutual fund selection?

KSquare uses algorithms, market insights, and advisor expertise to recommend funds suited to your goals and risk level.

Can I pause or stop my SIP anytime with KSquare?

Yes, KSquare allows you to pause, stop, or modify your SIP plan anytime through your account dashboard.

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