Samco Equity Savings Fund Direct-Growth
Riskometer
Moderately High
Value Research Opinion
New Fund
Too early to evaluate.
Returns
Risk
This fund has Moderately High risk.
As per SEBI's Riskometer.
Portfolio of Samco Equity Savings Fund Direct-Growth
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Other details of Samco Equity Savings Fund Direct-Growth
Assets
₹-- Cr
Exit Load (Days)
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
FAQ for Samco Equity Savings Fund Direct-Growth
How to Invest in 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.
What is the return of Samco Equity Savings Fund Direct-Growth in the last 5 years?
Over the past five years, Samco Equity Savings Fund Direct-Growth has delivered an annualised return of % as of 01-Nov-2026.
What is the minimum investment required in Samco Equity Savings Fund Direct-Growth?
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.