Samco Large & Mid Cap Fund Regular Growth

Very High Risk

Equity

Large & Mid-Cap

NAV (15 Oct ’26)

₹8.51

Min SIP Amount

₹250.00

Fund Size (AUM)

₹90.83 Cr

▼ 11.01%All Annualized

+0.12%1D Returns

NAV (15 Oct ’26)

₹8.51

Min SIP Amount

₹250.00

Fund Size (AUM)

₹90.83 Cr

Mutual Fund SIP Calculator

Amount I want to invest

₹

/Month

₹100₹10L

Time I want to invest for

Years

1Y40Y

Your expected Annual returns %

1%30%

Step Up

% /Year

0%25%

Invested Amount₹68.73 Lakh

Approx Profit₹1.3 Cr

Estimated Returns₹1.99 Cr

Invested

Estimated Returns

About Samco Large & Mid Cap Fund Regular Growth

Samco Large & Mid Cap Fund Regular Growth is a Large & Mid-Cap mutual fund scheme from Samco Asset Management Pvt Ltd. The fund was launched on 25 June 2025 and is managed by Umeshkumar Mehta, Vishal Shinde, Nirali Bhansali, and Dhawal Ghanshyam Dhanani. As of 15 October 2026, the fund has an AUM of ₹90.83 Cr and its latest NAV is ₹8.51. The fund has a Very High Risk risk rating.

The fund allows minimum SIP of ₹250 and lumpsum investment starting from ₹5,000.

The fund primarily invests in Financial Services, Utilities, and Healthcare and its top holdings include National Stock Exchange of India Ltd, Laurus Labs Ltd, Future on Cenergy Holdings SA, Future on Laurus Labs Ltd, and Aditya Birla Capital Ltd. The fund has delivered -7.7% returns over the last 1 year and -11.0% annualised returns since inception.

Samco Large & Mid Cap Fund Regular Growth may be suitable for investors looking for Large & Mid-Cap and who are comfortable with Very High Risk risk.

Top 10 Holdings

Name	Sector	Value	Weighting
National Stock Exchange of India Ltd	Financial Services	₹8.39 Cr	9.24%
Laurus Labs Ltd	Healthcare	₹7.46 Cr	8.21%
Future on Cenergy Holdings SA	--	₹-7.25 Cr	7.98%
Future on Laurus Labs Ltd	--	₹-5.59 Cr	6.16%
Aditya Birla Capital Ltd	Financial Services	₹7.32 Cr	6.13%
Apar Industries Ltd	Industrials	₹5.49 Cr	5.57%
Cummins India Limited June 2026 Future	--	₹5.95 Cr	4.99%
Future on BANK Index	--	₹5.69 Cr	4.77%
Adani Energy Solutions Ltd	Utilities	₹4.20 Cr	4.63%
Bharat Heavy Electricals Ltd	Industrials	₹4.08 Cr	4.50%

Returns & Rankings

Name	2 Year	3 Year	4 Year	5 Year
Fund returns	--	--	--	--
Category average (Large & Mid-Cap)	-1.59%	+11.75%	+14.07%	+10.05%
Rank (Large & Mid-Cap)	--	--	--	--

Fund Management

Umeshkumar Mehta

Experience: 1.26 Years

Vishal Shinde

Experience: 0.25 Years

Nirali Bhansali

Experience: 1.26 Years

Dhawal Ghanshyam Dhanani

Experience: 1.26 Years

Minimum SIP Amount, Expense Ratio & Exit Load

Samco Large & Mid Cap Fund Regular Growth Overview
Minimum SIP Amount	₹250.00
Expense Ratio	3.81% Inclusive of GST
Exit Load	1.00% If the investment is redeemed or switched out on or before 30 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 30 days from the date of allotment of units.

Samco Large & Mid Cap Fund Regular Growth Overview

Minimum SIP Amount

₹250.00

Expense Ratio

3.81%

Inclusive of GST

Exit Load

1.00% If the investment is redeemed or switched out on or before 30 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 30 days from the date of allotment of units.

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Samco Large & Mid Cap Fund Regular Growth FAQ's

What are the returns of Samco Large & Mid Cap Fund Regular Growth?

Samco Large & Mid Cap Fund Regular Growth has generated -7.7% returns over 1 year as of 15 October 2026.

What is today's NAV of Samco Large & Mid Cap Fund Regular Growth?

Currently, the Net Asset Value (NAV) of Samco Large & Mid Cap Fund Regular Growth is ₹8.51, as of 15 October 2026.

What are the ways to invest in Samco Large & Mid Cap Fund Regular Growth?

You can invest in Samco Large & Mid Cap Fund Regular Growth through a lumpsum, a monthly SIP and a daily SIP.

What is the minimum SIP investment in Samco Large & Mid Cap Fund Regular Growth?

The minimum SIP amount for Samco Large & Mid Cap Fund Regular Growth is ₹500 per instalment.

What is the expense ratio of Samco Large & Mid Cap Fund Regular Growth?

The expense ratio of Samco Large & Mid Cap Fund Regular Growth is 3.81%. It represents the annual expenses levied for managing and operating the fund scheme and is deducted from the fund's NAV rather than being charged separately. For example, if you invest ₹5,000, the annual expense is about ₹191.

What is the risk level of Samco Large & Mid Cap Fund Regular Growth?

As per the fund factsheet published by the fund house, Samco Large & Mid Cap Fund Regular Growth is considered to carry Very High Risk for its investors.

What are the top holdings of Samco Large & Mid Cap Fund Regular Growth?

As an equity fund, the portfolio is mainly stock exposure. The top holdings of Samco Large & Mid Cap Fund Regular Growth include National Stock Exchange of India Ltd, Laurus Labs Ltd, Future on Cenergy Holdings SA, Future on Laurus Labs Ltd and Aditya Birla Capital Ltd, based on the latest portfolio disclosure. The fund's holdings may change over time depending on the fund manager's investment strategy.

Is there any lock-in period for Samco Large & Mid Cap Fund Regular Growth?

Samco Large & Mid Cap Fund Regular Growth has no lock-in period for its investors. Thus, the investors of this fund are free to redeem their investments on any date as per their requirements.

How can I redeem my investments in Samco Large & Mid Cap Fund Regular Growth?

You can redeem your investment in Samco Large & Mid Cap Fund Regular Growth on any business day. The exit load is 1.00% If the investment is redeemed or switched out on or before 30 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 30 days from the date of allotment of units..

Who is the fund manager of Samco Large & Mid Cap Fund Regular Growth?

Samco Large & Mid Cap Fund Regular Growth is managed by Umeshkumar Mehta, Vishal Shinde, Nirali Bhansali and Dhawal Ghanshyam Dhanani. A fund manager is an experienced finance professional responsible for making investment decisions and managing the fund's portfolio in line with its investment objective.

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Written By

Vandana Punj

Reviewed By

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Disclaimer

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
Paisabazaar Marketing and Consulting Private Limited is an AMFI registered Mutual Fund Distributor - ARN-336712 | ARN Validity period: 08 Aug 2025 to 07 Aug 2028

Samco Large & Mid Cap Fund Regular Growth

Mutual Fund SIP Calculator

About Samco Large & Mid Cap Fund Regular Growth

Top 10 Holdings

Returns & Rankings

Fund Management

Minimum SIP Amount, Expense Ratio & Exit Load

Types of Mutual Funds to Invest in India

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Investment Calculators

Samco Large & Mid Cap Fund Regular Growth FAQ's

What are the returns of Samco Large & Mid Cap Fund Regular Growth?

What is today's NAV of Samco Large & Mid Cap Fund Regular Growth?

What are the ways to invest in Samco Large & Mid Cap Fund Regular Growth?

What is the minimum SIP investment in Samco Large & Mid Cap Fund Regular Growth?

What is the expense ratio of Samco Large & Mid Cap Fund Regular Growth?

What is the risk level of Samco Large & Mid Cap Fund Regular Growth?

What are the top holdings of Samco Large & Mid Cap Fund Regular Growth?

Is there any lock-in period for Samco Large & Mid Cap Fund Regular Growth?

How can I redeem my investments in Samco Large & Mid Cap Fund Regular Growth?

Who is the fund manager of Samco Large & Mid Cap Fund Regular Growth?

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