Samco Mutual Fund
AUM
₹ - Cr
Funds Managed
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AMC Age
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Samco Funds
NAV
AUM
Rating
3Y Returns
5Y Returns
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| Scheme Name | NAV | AUM (Cr.) | Rating | 1Y Returns | 3Y Returns | 5Y Returns | Exp. Ratio |
|---|---|---|---|---|---|---|---|
Returns on Samco Mutual Fund
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Samco Mutual Funds Overview
SAMCO Securities, formerly Samruddhi Stock Brokers Ltd, began its journey as a tech startup in 2015 by Jimeet Modi. Later the company was rebranded and incorporated as Samco Asset Management Private Limited in 2019. Since then, it has consistently delivered competitive performance, providing financial assistance with tech-driven solutions to investors for long-term wealth building. The fund, sponsored by Samco Securities Ltd, strictly adheres to the Securities and Exchange Board of India (MF) Regulations.
The Samco mutual fund company is built on a unique and rigorous HexaShield Tested Investing strategy. This approach is designed to invest in securities that can weather various market conditions, providing long-term risk-adjusted returns.
Samco AMC ensures that each security undergoes a thorough six-pillar Hexashield framework test, ensuring competitive returns for our investors, even in the face of market fluctuations. These pillars include Competitive Strength and Pricing Power Tests, Corporate Governance and Leadership Tests, Balance Sheet and Insolvency Tests, Cash Flow Tests, Reinvestment and Growth Tests, and Regulatory Tests.
Because of this unique framework and strategic approach, Samco MF has attracted investors over the years and has an Asset Under Management (AUM) of 2,193.80 crore (as of 31-Mar-2024).
The Samco MF provides a range of investing opportunities to its investors, keeping in mind their diverse requirements. These fund types include equity and debt funds, ELSS funds, and hybrid funds. Some of the top Samco mutual funds are:
- Samco ELSS Tax Saver Fund
- Samco Flexi Cap Fund
- Samco Overnight Fund
Investors can choose between these best Samco mutual funds based on their requirements, preferences, past performances, and risk tolerance.
The Samco mutual fund has several unique advantages that distinguish it from other AMCs and make it the trusted choice of several investors. Let us look at each of these advantages:
- Professionally Managed Funds: The Samco mutual fund is professionally managed by experienced and skilled fund managers with vast industry experience. They employ risk management strategies and create a balanced portfolio for investors to ensure their funds are safe. Reliable fund management is the reason behind the fund's continuous growth and the building of investors' faith in it.
- HexaShield Tested Investing: The Samco mutual fund follows a HexaShield Tested Investing strategy, based on which every security is assessed through 6 tests to ensure that it can deliver returns during various market conditions. This investment strategy helps fund managers invest in securities only if they show exceptional capability of providing good returns. As a result, the best Samco mutual fund provides investors with competitive returns.
- Tax Benefits: The Samco mutual fund provides investors with various investment opportunities in different fund types. One such fund type is the ELSS fund, which stands for Equity Linked Savings Scheme. This scheme provides all investors with a tax benefit of Rs. 1.5 lakhs annually as per the 80C action of the Income Tax Act. Thus, the Samco mutual fund provides tax-saving opportunities to its investors, along with increasing their wealth over time.
- Diverse Fund Options: The Samco mutual fund company allows investors to choose from various fund types, such as equity funds, debt funds, hybrid funds, and even ELSS funds. This allows them to pick a fund type that matches their return expectations, risk tolerance, and general requirements.
- Balanced Portfolio: The mutual fund in Samco mutual fund has a diversified portfolio across asset classes to ensure a balance between high-risk securities with good growth potential and stable return securities. This ensures that risk is well managed while there is ample opportunity to earn competitive returns from the investments.
The experienced and highly skilled fund managers of Samco Mutual Fund implement a set of risk management strategies along with the HexaShield Tested Investing strategy to provide its investors with stable returns. This is why it offers a reassuring level of security to its investors. The experts study the current market conditions and ensure that investments are made to accommodate them while providing competitive returns.
They also provide distinct investment options to investors for diversifying their portfolios and ensuring that the investments reduce the overall risk of investing in only one asset class. The fund's track record is itself a testimony to its reliable performance. For instance, the Samco ELSS Tax Saver Fund - Direct provides a return of 32.30% on a one-year investment. Moreover, the Samco mutual fund complies with the rules established by the Securities and Exchange Board of India (MF) Regulations to secure your investments further.
While these advantages are promising, the investors must still research the fund history and track past performance to make an informed decision. Further, it is important to assess one’s investment expectations and risk tolerance before investing and find a suitable fund type to meet those. This is because the Samco mutual fund is subject to uncertainties such as fluctuations and global events. It is only through making an informed decision and accounting for the uncertainties that the investor invests with peace of mind.
Investing in AMC has become simplified with the help of online platforms such as Dhan, which help execute the process within minutes. These platforms not only provide a platform but also help investors make an informed decision by providing them with necessary details about each fund type, such as their ratings, minimum investment amount, 1-year, 3-year, and 5-year returns, AUM, etc. This helps investors carefully evaluate all their options and choose the best for themselves.
Let’s look at how to invest in the Samco mutual fund with Dhan:
- Step 1: Download the Dhan trading app from your smartphone's App Store or Google Play Store.
- Step 2: Open the app, register with your phone number, and tap 'I'm Ready to Trade.' Enter the OTP received and proceed.
- Step 3: Provide your email ID and set up an MPIN for added security.
- Step 4: Complete the onboarding process by entering your birth date, Aadhar number, KYC, and PAN details.
- Step 5: Once your demat account is activated, navigate to the Samco mutual fund and select the type of mutual fund in which you wish to invest. Options include equity funds, debt funds, ELSS funds, and hybrid funds.
- Step 6: Once you have selected the fund type, continue with the payment process. You will have two options: Samco mutual fund lump sum plans and Samco mutual fund SIP plans. Choose the Samco mutual fund SIP option if you are not financially stable enough to invest in one go.
- Step 7: Once your payment method is set, you will get a confirmation message and an OTP on your registered mobile number, enter that, and you are done.
Dhan also provides a Samco mutual fund SIP calculator to help you calculate your returns by selecting your time period and investment amount. Additionally, you can set up a date on your SIP plan to make it hassle-free.
Invest in Samco mutual fund with Dhan for a smooth process and time-saving.
SAMCO Securities, formerly Samruddhi Stock Brokers Ltd, began its journey as a tech startup in 2015 by Jimeet Modi. Later the company was rebranded and incorporated as Samco Asset Management Private Limited in 2019. Since then, it has consistently delivered competitive performance, providing financial assistance with tech-driven solutions to investors for long-term wealth building. The fund, sponsored by Samco Securities Ltd, strictly adheres to the Securities and Exchange Board of India (MF) Regulations.
The Samco mutual fund company is built on a unique and rigorous HexaShield Tested Investing strategy. This approach is designed to invest in securities that can weather various market conditions, providing long-term risk-adjusted returns.
Samco AMC ensures that each security undergoes a thorough six-pillar Hexashield framework test, ensuring competitive returns for our investors, even in the face of market fluctuations. These pillars include Competitive Strength and Pricing Power Tests, Corporate Governance and Leadership Tests, Balance Sheet and Insolvency Tests, Cash Flow Tests, Reinvestment and Growth Tests, and Regulatory Tests.
Because of this unique framework and strategic approach, Samco MF has attracted investors over the years and has an Asset Under Management (AUM) of 2,193.80 crore (as of 31-Mar-2024).
The Samco MF provides a range of investing opportunities to its investors, keeping in mind their diverse requirements. These fund types include equity and debt funds, ELSS funds, and hybrid funds. Some of the top Samco mutual funds are:
- Samco ELSS Tax Saver Fund
- Samco Flexi Cap Fund
- Samco Overnight Fund
Investors can choose between these best Samco mutual funds based on their requirements, preferences, past performances, and risk tolerance.
The Samco mutual fund has several unique advantages that distinguish it from other AMCs and make it the trusted choice of several investors. Let us look at each of these advantages:
- Professionally Managed Funds: The Samco mutual fund is professionally managed by experienced and skilled fund managers with vast industry experience. They employ risk management strategies and create a balanced portfolio for investors to ensure their funds are safe. Reliable fund management is the reason behind the fund's continuous growth and the building of investors' faith in it.
- HexaShield Tested Investing: The Samco mutual fund follows a HexaShield Tested Investing strategy, based on which every security is assessed through 6 tests to ensure that it can deliver returns during various market conditions. This investment strategy helps fund managers invest in securities only if they show exceptional capability of providing good returns. As a result, the best Samco mutual fund provides investors with competitive returns.
- Tax Benefits: The Samco mutual fund provides investors with various investment opportunities in different fund types. One such fund type is the ELSS fund, which stands for Equity Linked Savings Scheme. This scheme provides all investors with a tax benefit of Rs. 1.5 lakhs annually as per the 80C action of the Income Tax Act. Thus, the Samco mutual fund provides tax-saving opportunities to its investors, along with increasing their wealth over time.
- Diverse Fund Options: The Samco mutual fund company allows investors to choose from various fund types, such as equity funds, debt funds, hybrid funds, and even ELSS funds. This allows them to pick a fund type that matches their return expectations, risk tolerance, and general requirements.
- Balanced Portfolio: The mutual fund in Samco mutual fund has a diversified portfolio across asset classes to ensure a balance between high-risk securities with good growth potential and stable return securities. This ensures that risk is well managed while there is ample opportunity to earn competitive returns from the investments.
The experienced and highly skilled fund managers of Samco Mutual Fund implement a set of risk management strategies along with the HexaShield Tested Investing strategy to provide its investors with stable returns. This is why it offers a reassuring level of security to its investors. The experts study the current market conditions and ensure that investments are made to accommodate them while providing competitive returns.
They also provide distinct investment options to investors for diversifying their portfolios and ensuring that the investments reduce the overall risk of investing in only one asset class. The fund's track record is itself a testimony to its reliable performance. For instance, the Samco ELSS Tax Saver Fund - Direct provides a return of 32.30% on a one-year investment. Moreover, the Samco mutual fund complies with the rules established by the Securities and Exchange Board of India (MF) Regulations to secure your investments further.
While these advantages are promising, the investors must still research the fund history and track past performance to make an informed decision. Further, it is important to assess one’s investment expectations and risk tolerance before investing and find a suitable fund type to meet those. This is because the Samco mutual fund is subject to uncertainties such as fluctuations and global events. It is only through making an informed decision and accounting for the uncertainties that the investor invests with peace of mind.
Investing in AMC has become simplified with the help of online platforms such as Dhan, which help execute the process within minutes. These platforms not only provide a platform but also help investors make an informed decision by providing them with necessary details about each fund type, such as their ratings, minimum investment amount, 1-year, 3-year, and 5-year returns, AUM, etc. This helps investors carefully evaluate all their options and choose the best for themselves.
Let’s look at how to invest in the Samco mutual fund with Dhan:
- Step 1: Download the Dhan trading app from your smartphone's App Store or Google Play Store.
- Step 2: Open the app, register with your phone number, and tap 'I'm Ready to Trade.' Enter the OTP received and proceed.
- Step 3: Provide your email ID and set up an MPIN for added security.
- Step 4: Complete the onboarding process by entering your birth date, Aadhar number, KYC, and PAN details.
- Step 5: Once your demat account is activated, navigate to the Samco mutual fund and select the type of mutual fund in which you wish to invest. Options include equity funds, debt funds, ELSS funds, and hybrid funds.
- Step 6: Once you have selected the fund type, continue with the payment process. You will have two options: Samco mutual fund lump sum plans and Samco mutual fund SIP plans. Choose the Samco mutual fund SIP option if you are not financially stable enough to invest in one go.
- Step 7: Once your payment method is set, you will get a confirmation message and an OTP on your registered mobile number, enter that, and you are done.
Dhan also provides a Samco mutual fund SIP calculator to help you calculate your returns by selecting your time period and investment amount. Additionally, you can set up a date on your SIP plan to make it hassle-free.
Invest in Samco mutual fund with Dhan for a smooth process and time-saving.
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