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
ICICI Prudential Nifty Top 15 Equal Weight Index Fund Direct Growth
Very High Risk | Equity
Launch Date10 Jun 2025
Closing Date24 Jun 2025
Allotment Date27 Jun 2025
Mirae Asset CRISIL IBX Financial Services 9 12 Months Debt Index Fund Direct Growth
Low To Moderate Risk | Equity
Launch Date17 Jun 2025
Closing Date23 Jun 2025
Allotment Date25 Jun 2025
Baroda BNP Paribas Health and Wellness Fund Direct Growth
Very High Risk | Equity
Launch Date09 Jun 2025
Closing Date23 Jun 2025
Allotment Date27 Jun 2025
Motilal Oswal BSE 1000 Index Fund Direct Growth
Very High Risk | Equity
Launch Date05 Jun 2025
Closing Date19 Jun 2025
Allotment Date25 Jun 2025
Samco Large & Mid Cap Fund Direct Growth
Very High Risk | Others
Launch Date05 Jun 2025
Closing Date19 Jun 2025
Allotment Date25 Jun 2025
Groww Nifty India Internet ETF FoF Direct Growth
Very High Risk | Equity
Launch Date13 Jun 2025
Closing Date27 Jun 2025
Allotment Date04 Jul 2025
Testimonial
Genuine Review Form Statisifed Customers
As someone new to investing, KSquare’s SIP guidance has been incredibly helpful. Their platform is user-friendly, and the support team answered all my questions patiently.
The way KSquare introduces New Fund Offerings is so clear and informative. I’ve been able to diversify with great timing and zero confusion.
KSquare not only alerts about NFOs, but they explain fund purpose and performance projections. I truly appreciate that extra layer of detail and care.
KSquare’s NRI Corner made investing from abroad incredibly simple. The guidance was crystal clear, and their support team always kept me informed. Highly recommend this service for all NRIs!
Mutual funds were new to me, but KSquare’s team made sure I understood everything. I now invest regularly with confidence and clarity.
I use KSquare to manage my NRI investments. They provide clarity, legal compliance, and reliable support every step of the way. Excellent platform!
I started my NPS with KSquare last year, and the process was very smooth. I trust them with long-term goals.
For long-term stability, I trust KSquare’s NPS guidance. Their regular insights and personal approach are top-notch.
I used KSquare to meet some short-term needs, and their loan against mutual funds service was quick and easy.
Getting a loan against my mutual funds was hassle-free with KSquare. Very professional and transparent experience.
FAQ's
Frequenlty Asked Question
What is the interest rate for LAMF through KSquare?
Interest rates vary by lender and profile, but KSquare offers competitive rates starting as low as 9% annually with minimal processing fees.
What are mutual funds and how do they work?
Mutual funds pool money from many investors to invest in a diversified portfolio of stocks, bonds, or other assets managed by professionals.
What is a Systematic Investment Plan (SIP)?
A SIP is a disciplined investment method where you invest a fixed amount regularly in mutual funds to build wealth over time.
How do I track the performance of an NFO after investment?
Once listed, KSquare provides regular updates and performance tracking via your investor dashboard.
How long does it take to get the loan amount?
Once documents are verified, the loan is usually disbursed within 24–48 hours directly to your bank account.
What is the role of a fund manager in mutual funds?
Fund managers decide where to invest the pooled money, aiming to maximize returns based on the fund’s strategy.
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 track my SIP performance on KSquare?
Yes, KSquare offers detailed tracking tools and insights so you can monitor your SIP performance anytime.