Samco Equity Savings Fund Direct-Growth

Fund Card download factsheet

Value Research Rating

Unrated

Riskometer fund-quick-summary-circle

Moderately High

Value Research Opinion

New Fund

Too early to evaluate.

Returns

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Calculate SIP Returns of Samco Equity Savings Fund Direct-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Moderately High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Samco Equity Savings Fund Direct-Growth

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Other details of Samco Equity Savings Fund Direct-Growth

Assets

info

₹-- Cr

Exit Load (Days)

info

1.00 (30)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

--

Min. SIP Investment (₹)

250

Min. No of Cheques

12

About Samco Equity Savings Fund Direct-Growth

Samco Equity Savings Fund Direct-Growth is a hybrid mutual fund scheme of Samco Mutual Fund. Launched on November 06, 2026, it is currently managed by Nirali Bhansali, Umeshkumar Mehta and Vishal Shinde. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

Samco Equity Savings Fund - Direct Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹250.

Suitability

Equity Savings funds are suitable for investors:

  • Looking to invest about one third each in equity, debt and arbitrage
  • Aiming for moderately higher returns than fixed deposits, with limited volatility
  • Looking to generate regular income
  • With 3-5 year investment horizon

Note:

  • Invest preferably through SIP
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FAQ for Samco Equity Savings Fund Direct-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Samco Equity Savings Fund Direct-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Samco Equity Savings Fund Direct-Growth can be bought from the Samco Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

Over the past five years, Samco Equity Savings Fund Direct-Growth has delivered an annualised return of % as of 01-Nov-2026.

The minimum investment required to start investing in Samco Equity Savings Fund Direct-Growth is ₹5,000 for the lump sum option and ₹250 for the SIP (Systematic Investment Plan) option.

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