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Top Samco Mutual Funds - SIP Schemes, Performance, Returns 2025

Samco Asset Management Pvt. Ltd. has been making its mark in India's mutual fund space. The firm manages over ₹4,500 cr in assets as of 2025, offering investors a mix of equity, debt, and hybrid fund options. What sets Samco apart is its emphasis on keeping costs low and operations transparent, two things that matter to investors trying to maximise their returns.

Best Samco Mutual Funds (2025)

Top Samco Mutual Funds in India (2025)

Here's the list of top Samco mutual funds across equity, debt, hybrid funds offered by Samco Asset Management Pvt. Ltd.

Created by

@82600328260032

Showing 1 - 11 of 11 results

last updated at 8:00 AM IST 
NameMFs (11)Sub CategorySub CategoryPlanPlanAUMAUMAMCAMCNAVNAVAbsolute Returns - 3MAbsolute Ret. - 3MAbsolute Returns - 1YAbsolute Ret. - 1YCAGR 3YCAGR 3YExpense RatioExpense RatioExit LoadExit LoadVolatilityVolatilitySharpe RatioSharpe Ratio
1.Samco Active Momentum Fund
Samco Active Momentum Fund
Thematic Fund
Thematic Fund
Growth
Growth
788.13
788.13
Samco Asset Management Pvt. Ltd.
Samco Asset Management Pvt. Ltd.
-3.63
-3.63
-7.51
-7.51
-
-
0.86
0.86
1.00
1.00
14.49
14.49
-0.72
-0.72
2.Samco Flexi Cap Fund
Samco Flexi Cap Fund
Flexi Cap Fund
Flexi Cap Fund
Growth
Growth
371.94
371.94
Samco Asset Management Pvt. Ltd.
Samco Asset Management Pvt. Ltd.
-3.24
-3.24
-16.39
-16.39
2.69
2.69
0.91
0.91
1.00
1.00
19.60
19.60
-1.04
-1.04
3.Samco Multi Cap Fund
Samco Multi Cap Fund
Multi Cap Fund
Multi Cap Fund
Growth
Growth
343.23
343.23
Samco Asset Management Pvt. Ltd.
Samco Asset Management Pvt. Ltd.
-3.47
-3.47
-7.92
-7.92
-
-
0.78
0.78
1.00
1.00
9.70
9.70
-1.14
-1.14
4.Samco Multi Asset Allocation Fund
Samco Multi Asset Allocation Fund
Multi Asset Allocation Fund
Multi Asset Allocation Fund
Growth
Growth
338.30
338.30
Samco Asset Management Pvt. Ltd.
Samco Asset Management Pvt. Ltd.
0.51
0.51
-
-
-
-
0.50
0.50
1.00
1.00
8.92
8.92
1.82
1.82
5.Samco Dynamic Asset Allocation Fund
Samco Dynamic Asset Allocation Fund
Dynamic Asset Allocation Fund
Dynamic Asset Allocation Fund
Growth
Growth
328.40
328.40
Samco Asset Management Pvt. Ltd.
Samco Asset Management Pvt. Ltd.
0.56
0.56
-1.46
-1.46
-
-
0.87
0.87
1.00
1.00
8.30
8.30
-0.58
-0.58
6.Samco Special Opportunities Fund
Samco Special Opportunities Fund
Thematic Fund
Thematic Fund
Growth
Growth
160.76
160.76
Samco Asset Management Pvt. Ltd.
Samco Asset Management Pvt. Ltd.
1.70
1.70
-9.68
-9.68
-
-
0.86
0.86
1.00
1.00
18.69
18.69
-0.63
-0.63
7.Samco Large & Mid Cap Fund
Samco Large & Mid Cap Fund
Large & Mid Cap Fund
Large & Mid Cap Fund
Growth
Growth
146.59
146.59
Samco Asset Management Pvt. Ltd.
Samco Asset Management Pvt. Ltd.
-2.61
-2.61
-
-
-
-
0.79
0.79
1.00
1.00
7.14
7.14
-3.29
-3.29
8.Samco Large Cap Fund
Samco Large Cap Fund
Large Cap Fund
Large Cap Fund
Growth
Growth
143.66
143.66
Samco Asset Management Pvt. Ltd.
Samco Asset Management Pvt. Ltd.
-2.04
-2.04
-
-
-
-
0.74
0.74
1.00
1.00
8.40
8.40
-1.24
-1.24
9.Samco ELSS Tax Saver Fund
Samco ELSS Tax Saver Fund
Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme (ELSS)
Growth
Growth
120.06
120.06
Samco Asset Management Pvt. Ltd.
Samco Asset Management Pvt. Ltd.
-2.93
-2.93
-12.00
-12.00
-
-
0.97
0.97
-
-
19.92
19.92
-0.73
-0.73
10.Samco Overnight Fund
Samco Overnight Fund
Overnight Fund
Overnight Fund
Growth
Growth
49.45
49.45
Samco Asset Management Pvt. Ltd.
Samco Asset Management Pvt. Ltd.
1.31
1.31
5.77
5.77
6.29
6.29
0.13
0.13
-
-
0.03
0.03
-10.22
-10.22
11.Samco Arbitrage Fund
Samco Arbitrage Fund
Arbitrage Fund
Arbitrage Fund
Growth
Growth
21.79
21.79
Samco Asset Management Pvt. Ltd.
Samco Asset Management Pvt. Ltd.
1.25
1.25
-
-
-
-
0.38
0.38
0.25
0.25
1.19
1.19
0.98
0.98

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: Samco Asset Management Pvt. Ltd. | AUM: Sorted from Highest to Lowest

What are Samco Mutual Funds?

Samco Mutual Funds come from Samco Asset Management Pvt. Ltd., a relatively newer player that's carved out a niche by focusing on affordability. Their lineup covers equity, debt, and hybrid schemes, giving investors flexibility in how they want to allocate their money. The company's pitch is straightforward: lower expense ratios mean more of your money stays invested, rather than being allocated to fees. They've also worked on making the investment process more accessible, with a platform designed to simplify portfolio management.

Key Information About Samco Funds Management Ltd

Key Information About Samco Funds Management Ltd

Category Details
Company Name Samco Asset Management Private Limited
Incorporation Date 6th December 2019
Registered Office 1003, A Wing, Naman Midtown, 10th Floor, Senapati Bapat Marg, Prabhadevi, Mumbai, Maharashtra - 400013
Authorized Share Capital ₹63.00 cr
Paid-up Share Capital ₹61.27 cr
Industry Classification Finance (Other credit granting)
Employee Count Approximately 75 employees as of January 31, 2025
Asset Under Management (AUM) ₹2,869.36 cr(as of August 2025)
Number of Schemes Managed 28 schemes

Types of Funds Offered by Samco Mutual Funds

Samco Equity Funds

Samco has equity funds that put your money into stocks. You'll find options covering large-cap companies, mid-cap firms, and specific sectors. They're built to capture market movements and give you access to different parts of the stock market.

Samco Debt Funds

If you want something less volatile, there are debt funds that buy government and corporate bonds. Returns tend to be more stable here, so they work well if you're taking a cautious approach to investing.

Samco Hybrid Funds

The hybrid funds mix stocks with bonds. This combination lets you build a portfolio that doesn't lean too heavily in one direction, and you get some growth potential along with income.

Samco Thematic Funds

Want to focus on particular sectors? Samco's thematic funds do precisely that—whether it's technology, infrastructure, or other areas of interest. They invest in industries that appear poised to benefit from broader economic trends.

Samco Multi Asset Allocation Funds

These funds don't stick to just one type of investment. They spread money across stocks, bonds, and commodities to help manage risk better.

Samco ELSS Tax Saver Fund

This one's an Equity-Linked Savings Scheme that helps you save tax under Section 80C. Most of the investment goes into equities, but you get tax deductions too.

About Top Samco Mutual Funds in 2025

Samco Active Momentum Fund

Samco Active Momentum Fund looks for stocks that are gaining momentum in the market. It invests in companies showing growth, especially those benefiting from current market trends and sector changes.

Samco Flexi Cap Fund

Samco Flexi Cap Fund isn't locked into one market segment. It moves between large, mid, and small-cap stocks depending on what's happening in the market. The flexibility helps it adapt to different conditions.

Samco Multi Cap Fund

Samco Multi Cap Fund mixes llarge-cap stocks (for stability) with mid and small-cap stocks (for growth). You get exposure to companies of different sizes in a single fund.

Samco Dynamic Asset Allocation Fund

Market conditions are constantly changing, and the Samco Dynamic Asset Allocation Fund adjusts accordingly. It moves money between stocks and bonds to try to balance risk with returns.

Samco Multi Asset Allocation Fund

Samco Multi Asset Allocation Fund invests in equities, debt, and commodities, spreading risk across multiple asset types while aiming for consistent returns.

How to Invest in Samco Mutual Funds?

Here’s how you can identify and invest in top Samco Mutual Funds with Tickertape Mutual Fund Screener -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “Samco Asset Management Pvt Ltd”.
  3. Sort out the top Samco mutual funds based on over 50 fundamental and technical filters.
  4. After identifying the Samco mutual funds, that align with your investment thesis, click on “Place Order” to invest the Samco mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in Samco mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top Samco Mutual Fund Managers

Viraj Deepak Gandhi

Viraj Deepak Gandhi is responsible for overseeing the overall investment strategy at Samco. With years of experience in managing equity and debt portfolios, he plays a crucial role in guiding the fund management team and implementing investment decisions to achieve long-term growth for investors.

Jimeet Vipul Modi

Jimeet Vipul Modi is a key player in Samco’s investment process, focusing on research and analysis. His leadership in identifying high-growth opportunities across various sectors allows the company to stay ahead of market trends, ensuring a well-researched investment approach.

Pujarani Hati

Pujarani Hati brings a wealth of experience in financial management and strategy to Samco. She ensures the company’s financial operations run smoothly, focusing on risk management, compliance, and optimising fund performance from a financial perspective.

Umeshkumar Mehta

Umeshkumar Mehta is responsible for managing the funds at Samco, with a particular focus on equity and debt markets. His expertise in identifying promising investment opportunities and adjusting portfolios according to market conditions is key to Samco’s approach.

Risks Associated with Samco Mutual Funds

Market Fluctuations

Mutual funds, especially equity-based ones, can be impacted by changes in the stock market. When markets are down, the value of your fund could drop, and this can affect the returns you receive.

Credit Risk

If you invest in debt funds, there’s a chance that the companies or governments issuing the bonds might default on payments. This could lead to losses for the fund.

Interest Rate Risk

For debt funds, the performance can be influenced by changes in interest rates. When rates rise, bond prices often fall, and this can reduce the value of investments in these funds.

Liquidity Issues

Some funds might invest in assets that are harder to sell quickly or at a fair price. This could make it difficult to redeem your investment when needed.

Fund Manager’s Impact

The expertise of the fund manager plays a significant role in the performance of a mutual fund. A change in management or a shift in strategy could affect the fund’s returns.

Factors to Consider Before Investing inSamco Mutual Funds

Investment Goals

Different funds are designed to meet various objectives, including capital appreciation, income generation, and tax savings. Understanding your goals can help in identifying the right fund for your needs.

Risk Tolerance

Mutual funds carry varying levels of risk. Equity funds may experience more volatility, while debt funds generally present lower risk. The choice depends on an investor's comfort with risk.

Fund Performance

While past performance is not an indicator of future results, reviewing a fund's historical performance can provide an understanding of how it has responded to different market conditions.

Expense Ratio

The expense ratio reflects the cost of managing the fund. A higher expense ratio means higher costs for investors, which may affect overall returns.

Fund Manager Expertise

The experience and decisions made by the fund manager play a key role in the fund's performance. The manager's track record can offer insight into their investment strategy.

Investment Horizon

Different funds may be suited to other timeframes. For example, equity funds often require a longer investment horizon, while debt funds might be more appropriate for shorter-term goals.

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Documents Required to Invest in Samco Mutual Funds

Here are a few documents you may require to invest in Samco Mutual Funds

  1. Know Your Customer (KYC) Compliance
  2. Common Application Form
  3. Proof of Identity (PoI)
  4. Proof of Address (PoA)
  5. Proof of Bank Account
  6. Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
  7. NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate

Note: For latest details visit Samco’s official AMC website.



Conclusion

Samco mutual funds provide a variety of options to suit different investment strategies, ranging from equity and debt to hybrid funds. Understanding the risks and factors, such as investment goals, risk tolerance, and historical performance, can help in selecting a fund that aligns with one's financial preferences. Investors can also utilise the Tickertape Mutual Fund Screener and the 50+ available filters to compare and analyse Samco mutual funds to aid in their decision-making.

Frequently Asked Questions About Samco Mutual Funds

  1. How to start Samco mutual fund SIP online?

    Here’s how you can start a SIP in Samco Mutual Funds,

    1. Launch Tickertape Mutual Fund Screener.
    2. Select the Samco Mutual Funds that aligns with your investment goals.
    3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”

    Your order will be placed.

  2. How to calculate Samco mutual fund returns?

    Here’s how you can calculate returns on your Samco mutual fund investement -
    Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

    With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the Samco mutual fund’s performance.

  3. Does Samco mutual fund offer tax-free mutual fund schemes?

    Samco mutual fund offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.
    Disclaimer: You can check the latest information about ELSS funds on Tickertape Mutual Fund Screener.

  4. How to cancel/stop Samco mutual fund SIP?

    To cancel Samco mutual fund SIP, please refer to the official website.

    Disclaimer: Please do your own research or consult your financial advisor before making financial decision.

  5. How to withdraw money from Samco Mutual Funds?

    Here’s how to withdraw/redeem from Samco mutual fund on Tickertape Mutual Fund Screener -

    1. Step 1 - Select the Samco mutual fund you want to redeem
    2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
    3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
    4. Step 4 - Find the Samco mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
    5. Step 5 - Tap on the mutual fund name to open its details page.
    6. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
    7. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
    8. Step 8 - Confirm your bank account details.
    9. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.

  6. What are the redemption charges of Samco mutual funds?

    Samco mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.

  7. Which are the top-performing Samco mutual funds?

    Here are the top Samco mutual funds based on their Absolute 1Y Returns:

    1. Samco Overnight Fund
    2. Samco Active Momentum Fund
    3. Samco Dynamic Asset Allocation Fund
    4. Samco Special Opportunities Fund
    5. Samco ELSS Tax Saver Fund

    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

  8. How to increase the SIP amount in Samco mutual funds?

    To increase the SIP amount for Samco mutual fund, you can do it from your broker account or from Samco mutual fund official website.

  9. How to choose the best Samco Mutual Funds before investing?

    Here’s how to choose the best Samco mutual fund for investing -

    1. Assess your risk tolerance.
    2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
    3. Compare the expense ratio.
    4. Evaluate portfolio diversification across sectors, market caps, and asset classes.
    5. Understand tax implications as equity and debt funds are taxed differently.
    6. Check for exit load and lock-in period.


    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.