Samco Large & Mid Cap Fund Direct Growth
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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