Samco Mutual Fund


SAMCO Mutual Fund is an emerging player in India's mutual fund industry, providing investors with a range of schemes aimed at delivering high performance. With a competitive AUM (Assets Under Management) size, SAMCO has quickly gained recognition for its focused, well-managed funds. Since its incorporation, SAMCO has launched several innovative schemes tailored to different risk profiles, establishing itself as a reliable choice among Indian investors. It has consistently ranked among the top-performing funds in its category, attracting both retail and institutional investors. SAMCO Mutual Fund is dedicated to helping investors achieve financial growth through effective fund management and a focus on long-term value.
Scheme Name
Min. Invest AUM (In Cr)
Samco Active Momentum Fund - Direct (G)
Samco Active Momentum Fund - Direct (G)

Sectoral / Thematic | Equity

19.22% ₹5,000 ₹920.14 Invest
Samco Dynamic Asset Allocation Fund-Dir (G)
Samco Dynamic Asset Allocation Fund-Dir (G)

Dynamic Asset Allocation or Balanced Advantage | Hybrid

7.84% ₹5,000 ₹612.82 Invest
Samco Overnight Fund - Direct (G)
Samco Overnight Fund - Direct (G)

Overnight Fund | Debt

6.51% ₹5,000 ₹50.10 Invest
1.82% ₹500 ₹123.31 Invest
Samco Flexi Cap Fund - Direct (G)
Samco Flexi Cap Fund - Direct (G)

Flexi Cap Fund | Equity

-3.46% ₹5,000 ₹601.47 Invest
Samco Multi Asset Allocation Fund - Direct (G)
Samco Multi Asset Allocation Fund - Direct (G)

Multi Asset Allocation | Hybrid

0.20% ₹5,000 ₹173.96 Invest
Samco Multi Cap Fund - Direct (G)
Samco Multi Cap Fund - Direct (G)

Multi Cap Fund | Equity

-6.70% ₹5,000 ₹356.44 Invest
Samco Arbitrage Fund - Direct (G)
Samco Arbitrage Fund - Direct (G)

Arbitrage Fund | Hybrid

0.90% ₹5,000 ₹26.37 Invest
Samco Special Opportunities Fund - Direct (G)
Samco Special Opportunities Fund - Direct (G)

Sectoral / Thematic | Equity

-9.80% ₹5,000 ₹193.25 Invest
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1Y returns

19.22%

Min. Invest

₹5,000

AUM

₹920.14 Cr

Samco Dynamic Asset Allocation Fund-Dir (G)

Samco Dynamic Asset Allocation Fund-Dir (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

7.84%

Min. Invest

₹5,000

AUM

₹612.82 Cr

1Y returns

6.51%

Min. Invest

₹5,000

AUM

₹50.10 Cr

1Y returns

1.82%

Min. Invest

₹500

AUM

₹123.31 Cr

1Y returns

-3.46%

Min. Invest

₹5,000

AUM

₹601.47 Cr

1Y returns

%

Min. Invest

₹5,000

AUM

₹173.96 Cr

1Y returns

%

Min. Invest

₹5,000

AUM

₹356.44 Cr

1Y returns

%

Min. Invest

₹5,000

AUM

₹26.37 Cr

1Y returns

%

Min. Invest

₹5,000

AUM

₹193.25 Cr

View More

About SAMCO Mutual Fund

SAMCO Mutual Fund has emerged as a strong performer in the Indian mutual fund market, gaining a reputation for consistently high returns across its schemes. This is attributed to SAMCO’s disciplined investment approach, prioritizing asset quality, efficient fund management, and a well-defined risk management strategy. SAMCO focuses on long-term investments, aiming to generate steady returns by investing in quality stocks with strong fundamentals. Each scheme is carefully designed with a clear investment objective, targeting optimal growth while keeping risks aligned with investor preferences.

A major reason for SAMCO Mutual Fund's strong performance is its highly skilled team, which employs rigorous analysis and research. The fund managers actively review each scheme's portfolio, ensuring that only high-potential securities are included. This active management approach has enabled SAMCO funds to outperform many peers in various market conditions, making it a popular choice for both conservative and aggressive investors.

Furthermore, SAMCO Mutual Fund emphasizes transparency and ease of access. The fund’s clear reporting and frequent communication help investors stay informed about their investments, promoting trust and clarity. In addition, SAMCO leverages advanced financial technology to offer investors a seamless experience. Through the Torus Digital platform, SAMCO has enabled quick onboarding, making it easy for investors to start investing in mutual funds online.

SAMCO’s strong performance is a testament to its disciplined investment approach, which is structured to minimize risks and maximize returns. Whether through equity, debt, or hybrid funds, SAMCO Mutual Fund's offerings cater to a wide range of investor goals, from wealth creation to tax saving. In short, SAMCO Mutual Fund has demonstrated that it is committed to delivering consistent, quality performance across its schemes, helping investors grow their wealth effectively.

SAMCO Mutual Fund has established itself as a high-performing player in India's mutual fund sector, delivering strong returns across its schemes. SAMCO’s performance is largely due to its disciplined approach to value investing, which involves choosing fundamentally strong companies with long-term growth potential. This focus has helped the fund outperform many of its peers across various market conditions, proving to be resilient in both bullish and bearish phases.

One of SAMCO Mutual Fund's standout features is its focus on wealth creation through a mix of well-researched equity and hybrid schemes. SAMCO employs a proprietary investment methodology that thoroughly evaluates companies based on their financial strength, growth prospects, and market position. This meticulous approach ensures that each scheme aligns with its targeted risk and return profile, offering investors consistent growth with managed risk.

Moreover, SAMCO Mutual Fund emphasizes transparency and investor trust. Detailed, timely reporting keeps investors informed, while SAMCO’s use of technology, such as the Torus Digital platform, offers a seamless user experience from onboarding to investment tracking.

SAMCO has also gained recognition for its high degree of portfolio diversification, which helps mitigate sector-specific risks. By balancing exposure across various sectors and industries, SAMCO provides a level of stability in its returns, making it an appealing choice for investors with long-term growth goals. SAMCO Mutual Fund continues to stand out as a fund house dedicated to delivering above-market returns through careful selection and diligent fund management.

How to Invest in SAMCO Mutual Fund?  

SAMCO Mutual Fund offers disciplined investment strategies with robust returns, giving investors a high degree of flexibility and a seamless investing experience. The fund’s emphasis on quality, risk management, and transparency has made it a strong choice for investors looking for long-term wealth creation. Some other points are as follows:
  • Unique Investment Philosophy
Samco Mutual Fund stands out with its distinctive "HexaShield" investment framework that evaluates companies across six crucial parameters. This rigorous methodology helps identify high-quality companies that can withstand market volatility and economic uncertainties. Their stress-tested investment approach ensures that only companies with strong fundamentals make it to their portfolio.
  • Active Risk Management
The fund house employs an active risk management strategy by maintaining a focused portfolio of 25-30 stocks. This concentrated approach allows for better monitoring and management of investments. Unlike traditional mutual funds that may hold 50-100 stocks, Samco's focused strategy enables deeper research and analysis of each portfolio company.
  • Technology-Driven Approach
Samco leverages advanced technology for its investment decisions. Their proprietary RankMF platform helps investors compare and analyze mutual fund schemes effectively. The fund house uses data-driven insights and quantitative models to enhance its investment decision-making process, reducing human bias.
  • Cost-Effective Investment Solutions
The fund house offers competitive expense ratios, making it a cost-effective investment option for investors. Their direct plans provide even lower costs for tech-savvy investors who can invest without intermediaries. This cost advantage can significantly impact long-term returns.
  • Strong Research Capabilities
Samco's investment team conducts thorough research and analysis before making investment decisions. Their research covers both domestic and global markets, providing a comprehensive perspective on investment opportunities. Regular portfolio reviews and updates ensure alignment with their investment philosophy.
  • Transparency and Communication
The fund house maintains high transparency levels by regularly communicating its investment strategy and portfolio changes to investors. Their detailed monthly factsheets and investment rationale help investors understand where their money is invested. This transparency builds trust and helps investors make informed decisions about their investments.

Step-by-Step Guide to Investing in SAMCO Mutual Fund:

Step 1: Login or Register
Create your account on Torus Digital to begin your investment journey.

Step 2: Validate Identity Proof
Use Digilocker to validate your identity quickly and without the need for physical documents.

Step 3: Level of Risk
Choose your risk level—low, medium, or high—based on your investment preference.

Step 4: Choose a Mutual Fund Scheme
Select the SAMCO Mutual Fund scheme that aligns with your financial goals.

Step 5: One-Time (Lump Sum) or SIP
Decide between a lump-sum investment or a monthly SIP.

Step 6: SIP Start Date
You can begin your SIP immediately or choose a specific start date.

Your Torus account will reflect the SAMCO Mutual Fund in India you have invested in within 3 to 4 working days.

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start building your wealth journey