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 Date02 Dec 2025

Closing Date10 Dec 2025

Allotment Date16 Dec 2025

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Launch Date01 Dec 2025

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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Closing Date01 Dec 2025

Allotment Date03 Dec 2025

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Launch Date24 Nov 2025

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

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Launch Date21 Nov 2025

Closing Date01 Dec 2025

Allotment Date01 Dec 2025

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Launch Date21 Nov 2025

Closing Date05 Dec 2025

Allotment Date05 Dec 2025

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Launch Date20 Nov 2025

Closing Date04 Dec 2025

Allotment Date01 Dec 2025

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Launch Date17 Nov 2025

Closing Date01 Dec 2025

Allotment Date05 Dec 2025

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Launch Date14 Nov 2025

Closing Date26 Nov 2025

Allotment Date04 Dec 2025

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Launch Date14 Nov 2025

Closing Date28 Nov 2025

Allotment Date04 Dec 2025

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Launch Date11 Nov 2025

Closing Date25 Nov 2025

Allotment Date25 Nov 2025

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Launch Date10 Nov 2025

Closing Date24 Nov 2025

Allotment Date01 Dec 2025

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Launch Date10 Nov 2025

Closing Date20 Nov 2025

Allotment Date28 Nov 2025

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Launch Date10 Nov 2025

Closing Date24 Nov 2025

Allotment Date28 Nov 2025

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Launch Date10 Nov 2025

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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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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Launch Date03 Oct 2025

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


Testimonial

Genuine Review Form Statisifed Customers

4.7 Out of 5 (1379 Reviews)

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

Investing used to feel complicated, but KSquare’s SIP process made it simple and stress-free. Now I save monthly without thinking twice.

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Shruti Verma

Clinical Psychologist

I had doubts about NPS before. KSquare explained every detail, making my decision easy. Their support and transparency are unmatched.

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Sneha Tiwari

Financial Analyst

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Data Analyst

I highly recommend KSquare for any NRI investor. Their support was proactive and always ensured I felt secure with every transaction.

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Arjun Mehra

Cybersecurity Expert

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Isha Kapoor

Makeup Artist

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

Manish Talreja

Manish Talreja

Sales Head

I was skeptical about loans on mutual funds, but KSquare provided full clarity and fast execution. Loved the experience!

Ishita Mehra

Ishita Mehra

Research Associate

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Ritesh Bansal

Ritesh Bansal

Mechanical Engineer

FAQ's

Frequenlty Asked Question

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.

What are the benefits of investing in SIP through KSquare?

KSquare offers easy tracking, expert advice, and a simple setup to help you invest regularly and meet financial goals.

Does KSquare offer customer support for NRIs in different time zones?

Yes, KSquare provides responsive support and scheduling flexibility for NRIs in all global time zones.

What documentation is needed to invest via KSquare?

You’ll need a valid passport, visa, PAN card, overseas address proof, and NRE/NRO bank details.

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.

Does KSquare provide research reports on NFOs?

Yes, KSquare offers fund highlights, investment strategy, and expert opinions to help you evaluate each NFO thoroughly.

How do I repay the loan taken against mutual funds?

You can repay the loan in EMIs or lump sum, as per the agreed terms. KSquare offers reminders and easy tracking.

Will I get tax benefits through SIP investments?

Yes, SIPs in ELSS funds qualify for tax deductions under Section 80C up to ₹1.5 lakh annually.

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