Get the latest NAV of Samco Large & Mid Cap Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.00
NAV as on 01 Jan 0001
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Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
Expense ratio | -- |
Benchmark | Nifty LargeMidcap 250 TR INR |
AUM | ₹0 Cr |
Inception Date | 30 May, 2025 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 0% |
STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
Risk | Very High Risk |
Samco Large & Mid Cap Fund Direct Growth is an equity fund. This fund was started on 30 May, 2025. The fund is managed by . The fund could potentially beat inflation in the long-run.
Samco Large & Mid Cap Fund Direct Growth has given a CAGR return of 0.00% since inception.
Samco Large & Mid Cap Fund Direct Growth has allocated its funds majorly in . Its top holdings are
As it is a large & mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. There is no assurance that the investment objective of the scheme will be achieved.
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Samco Large & Mid Cap Fund Direct Growth has no lock in period.
3Y CAGR
▲ 8.18
1Y CAGR
▲ 0.64
1Y CAGR
▲ 12.55