Samco Mutual Fund: AUM, Schemes, Leadership & Top Funds
Samco Mutual Fund manages ₹2,572.64 crore across 13 schemes. See its leadership, group background and top funds with returns and risk data.
Samco Mutual Fund is sponsored by Samco Securities Ltd and manages ₹2,572.64 crore across 13 schemes. The AMC was incorporated on 14 September 2021 and is led by MD and CEO Viraj Gandhi. This guide covers its group background, key details and its top 10 funds with returns and risk data.
Key takeaways
- Samco Mutual Fund manages ₹2,572.64 crore across 13 schemes and is 5 years old.
- Its sponsor is Samco Securities Ltd, and the trustee is Samco Trustee Private Limited.
- Viraj Gandhi is MD and CEO, and Umeshkumar Mehta is Chief Investment Officer.
- Most of its funds are recent, so many show "--" for 3-year and 5-year returns.
- Its top 10 funds range from the Samco Overnight Fund to equity and thematic funds.
What is Samco Mutual Fund?
Samco Securities, formerly known as Samco Ventures Private Limited, was incorporated on 12 March 2015 and founded by Jimeet Modi. The company was acquired as Samruddhi Stock Brokers Limited and renamed Samco Securities. Samco Ventures Pvt. Limited is the group's holding company, with ownership in all operating businesses.
What are Samco's group businesses?
- Samco Securities Limited: a discount broking and depository service offering trading accounts for BSE, NSE and MCX-SX, as a member of the exchanges.
- SAMCO Commodities Limited: a commodities discount broking business, wholly-owned by Samco Securities Limited.
- SAMCO Holdings and Finance Pvt. Limited: the group's NBFC arm, offering loans against shares among other financing products.
According to the fund house's overview, the company's net worth has increased by 83.47% since the last financial year and total assets by 83.89%. The AMC is supported by a net worth of ₹978 crore, with 5,000+ partners in 100+ metro and non-metro cities, serving 1,00,000+ people in India.
Samco Mutual Fund: key information
| Field | Detail |
|---|---|
| Total AUM | ₹2,572.64 crore |
| Number of schemes | 13 |
| AMC age | 5 years |
| Incorporation date | 14 September 2021 |
| Sponsors | Samco Securities Ltd |
| Trustee organisation | Samco Trustee Private Limited |
| CIO | Umeshkumar Mehta(Chief Investment Officer) |
| MD | Mr. Viraj Gandhi |
| CEO | Viraj Gandhi(Chief Executive Officer) |
| Compliance officer | Mr. C. Balasubramanian |
| Address | 1003 – A Naman Midtown 10th Floor, Senapati Bapat Marg, Prabhadevi (west), Mumbai 400013 |
Top 10 Samco Mutual Funds ranked by an internal score
These are the fund house's top 10 funds, ranked by Invo Wealth's internal fund-quality score. The score itself is not shown, only the return and risk numbers behind it. A "--" means the fund has not completed that period or the data is unavailable.
Returns across 6 months to 5 years
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Samco Overnight Fund | Overnight Fund | 4.74% | 4.78% | 5.65% | -- |
| Samco Active Momentum Fund | Sectoral/Thematic Fund | 57.83% | 14.06% | 13.84% | -- |
| Samco Multi Asset Allocation Fund | Multi Asset Allocation Fund | 3.01% | 5.97% | -- | -- |
| Samco Large Cap Fund | Large Cap Fund | -4.37% | -7.42% | -- | -- |
| Samco Arbitrage Fund | Arbitrage Fund | 2.86% | 3.38% | -- | -- |
| Samco Large & Mid Cap Fund | Large & Mid Cap Fund | -5.66% | -6.08% | -- | -- |
| Samco Multi Cap Fund | Multi Cap Fund | 15.66% | -3.02% | -- | -- |
| Samco Special Opportunities Fund | Sectoral/Thematic Fund | 26.92% | 2.16% | -- | -- |
| Samco Dynamic Asset Allocation Fund | Dynamic Asset Allocation / Balanced Advantage Fund | 4.66% | -1.45% | -- | -- |
| Samco ELSS Tax Saver Fund | ELSS (Tax Saver) Fund | 22.88% | 1.07% | 3.46% | -- |
All funds listed are Regular Plan - Growth option. CAGR = compound annual growth rate.
Risk and consistency metrics
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| Samco Overnight Fund | INF0K1H01032 | 5.89% | 0.16% | 0.00% | -16.55 |
| Samco Active Momentum Fund | INF0K1H01073 | 7.29% | 19.71% | -26.29% | 0.45 |
| Samco Multi Asset Allocation Fund | INF0K1H01248 | 9.41% | 13.26% | -12.55% | -0.11 |
| Samco Large Cap Fund | INF0K1H01263 | -7.95% | 13.10% | -13.54% | -1.41 |
| Samco Arbitrage Fund | INF0K1H01222 | 3.94% | 1.67% | -0.65% | -3.02 |
| Samco Large & Mid Cap Fund | INF0K1H01289 | -8.46% | 14.33% | -16.00% | -1.16 |
| Samco Multi Cap Fund | INF0K1H01206 | -8.27% | 13.34% | -21.58% | -0.97 |
| Samco Special Opportunities Fund | INF0K1H01172 | -5.50% | 23.30% | -32.96% | -0.27 |
| Samco Dynamic Asset Allocation Fund | INF0K1H01099 | -2.30% | 13.61% | -17.18% | -0.79 |
| Samco ELSS Tax Saver Fund | INF0K1H01057 | 6.42% | 21.30% | -29.88% | -0.22 |
Risk varies sharply: the Samco Overnight Fund shows volatility of 0.16%, while the Samco Special Opportunities Fund shows 23.30% and a max drawdown of -32.96%. As most Samco funds have short track records, weigh risk metrics alongside returns.
How to invest in Samco Mutual Fund
You can invest online through the fund house's website or a platform of your choice. Sign up on Invo Wealth, get complete portfolio insights and start investing in mutual funds that actually suit you.
Conclusion
Samco Mutual Fund extends a discount-broking group into asset management, with 13 schemes under MD and CEO Viraj Gandhi. Review each fund's returns, volatility and drawdown against your own risk tolerance before investing.
Frequently asked questions
How do I start an SIP in Samco Mutual Fund online?
You can start an SIP online through Invo Wealth, or through the fund house's website or any other online platform or mobile app. Choose a scheme, set the amount and begin.
How do I calculate a Samco Mutual Fund SIP?
An SIP calculation takes into account your investment amount, the SIP tenure, the number of instalments already paid and the expected interest rate.
How do I redeem a Samco Mutual Fund investment?
Offline, visit the nearest fund house office and submit a form. Online, sign in with your folio number on the official website, or redeem through any online portal where you invested.
Can I increase my Samco Mutual Fund SIP amount?
Yes, through a step-up or top-up SIP, which most fund houses now offer. Check with the fund house first and use a step-up calculator to decide the new amount.
How do I stop a Samco Mutual Fund SIP online?
Place a Cancel SIP request at any time. Log in to the fund house's website with your folio number, contact your agent, or use the platform where you invested.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).