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