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Samco Mid Cap Fund(G)-Direct Plan

Samco Mid Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

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NAV : 16 Sep 2026

₹9.85

Min. SIP amount

₹250

Fund size (AUM)

81 Cr

Expense ratio

0.0%

Launched on

10 Feb 2026

Lock-in period

N/A

Benchmark

Nifty Mid Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
0
Would've become
0

Stock Allocation

Stock nameSectorAllocation
National Aluminium Company LimitedNon - Ferrous Metals5.78%
Laurus Labs LimitedHealthcare5.05%
Apar Industries LimitedCapital Goods4.68%

Fund Composition

81 Cr

Large Cap

5.84%

Mid Cap

89.08%

Small Cap

3.59%

Others

1.49%

Sector Allocation

81 Cr

Bank

18.86%

Finance

17.03%

Capital Goods

16.82%

Healthcare

10.68%

Non - Ferrous Metals

5.78%

Insurance

5.34%

Retailing

3.45%

Mining

3.03%

Others

19.02%

Minimum investments

Min. for SIP250
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

If units sold on or before 0 Month

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

UM

Umeshkumar Mehta

Present

NB

Nirali Bhansali

Present

DG

Dhawal Ghanshyam Dhanani

Present

VS

Vishal Shinde

Present

Similar/Peer Fund Comparison

Fund name
H

HSBC Midcap Fund(G)-Direct Plan

+22.92%
W

WOC Mid Cap Fund(G)-Direct Plan

+21.00%
H

Helios Mid Cap Fund(G)-Direct Plan

+0.00%
I

ITI Mid Cap Fund(G)-Direct Plan

+19.17%
B

Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan

+16.15%
M

Mahindra Manulife Mid Cap Fund(G)-Direct Plan

+16.78%
I

Invesco India Midcap Fund(G)-Direct Plan

+22.37%
M

Mirae Asset Midcap Fund(G)-Direct Plan

+15.08%

FAQs

Samco Mid Cap Fund(G)-Direct Plan is a part of Samco Asset Management Pvt. Ltd., it was incepted on 10 Feb 2026. This fund is managed by Umeshkumar Mehta, Nirali Bhansali, Dhawal Ghanshyam Dhanani and Vishal Shinde. It is a Equity type of fund.

The current NAV of Samco Mid Cap Fund(G)-Direct Plan is ₹9.85 (as of 16 Sep 2026).

Samco Mid Cap Fund(G)-Direct Plan has delivered 0.00% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Samco Mid Cap Fund(G)-Direct Plan is ₹250.

The expense ratio of Samco Mid Cap Fund(G)-Direct Plan is 0.0%.

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