Samco Mid Cap Fund

Invest Now

About the Fund

Fund Objective

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio predominantly consisting of equity and equity related instruments of mid cap companies.

There is no assurance that the investment objective of the scheme will be achieved.

Fund Description

This Fund is built on a cutting-edge momentum-based investment strategy that seeks to harness the power of market trends and corporate performance metrics. The fund aims to identify Mid cap stocks with Cross sectional, Absolute, Revenue, & Earnings Momentum. By focusing on companies ranked between 101 & 250 by market capitalization, the fund aims to have a unique proposition that seeks to blend growth and stability.

Why Invest in this Fund?

01

Follows an active, cutting-edge momentum-based investment strategy using SAMCO’s proprietary C.A.R.E. system to identify and invest in mid-cap stocks with strong momentum indicators.

02

Focuses on companies ranked between 101–250 by market capitalization, capturing growth opportunities within the mid-cap segment.

03

Combines cross-sectional and absolute momentum for stock selection and risk management, supported by derivatives and hedging strategies to manage volatility and protect downside.

NAV Journey

OR

All performance is shown in INR currency

Lumpsum Performance
SIP Performance
Cumulative Performance

Cumulative performance

(as on 31/08/2026)
Loading performance…
Instrument YTD 1M 3M 6M 1Y 3Y 5Y 10Y From Inception From Inception annualised
Samco Mid Cap Fund - Direct Growth - - - - - - - - - -
Fund Benchmark – Nifty Midcap 150 TRI - - - - - - - - - -

Benchmark: Nifty Mid cap 150 TRI Additional Benchmark: Nifty 50 Total Returns Index Inception/Allotment date: 10-Feb-26

Samco Mid cap Fund have not completed 1 year but have completed 6 months, accordingly, simple annualised returns are shown. Past performance may or may not be sustained in the future and is not a gurantee of any future returns and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of ₹10 invested at inception. Different Plans i.e. Regular Plan and Direct Plan under the scheme has different expense structure. The Fund is co-managed by Mr. Umeshkumar Mehta, Mrs. Nirali Bhansali and Mr. Dhawal Ghanshyam Dhanani (since inception), Mr. Vishal Shinde (since July 01, 2026). In case, the start / end date of the concerned period is a non-business date (NBD), the NAV of the previous date is considered for computation of returns.

Historical Returns (As Per SEBI format) as of -- with investment of ₹ 10,000

Loading historical returns…
Period Fund Returns (%) Benchmark Returns (%) Additional Benchmark Returns (%) Value of Investment of 10,000
Fund (₹) Benchmark (₹) Additional Benchmark (₹)
Direct Plan - Growth Option
1 Year 46.4% 46.4% 46.4% ₹ 14,640 ₹ 14,640 ₹ 14,640
3 Year 21.22% 46.4% 46.4% ₹ 14,640 ₹ 14,640 ₹ 14,640
5 Year 21.22% 46.4% 46.4% ₹ 14,640 ₹ 14,640 ₹ 14,640
Since Inception 21.22% 46.4% 46.4% ₹ 14,640 ₹ 14,640 ₹ 14,640

Benchmark: Nifty Mid cap 150 TRI Additional Benchmark: Nifty 50 Total Returns Index Inception/Allotment date: 10-Feb-26

Samco Mid cap Fund have not completed 1 year but have completed 6 months, accordingly, simple annualised returns are shown. Past performance may or may not be sustained in the future and is not a gurantee of any future returns and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of ₹10 invested at inception. Different Plans i.e. Regular Plan and Direct Plan under the scheme has different expense structure. The Fund is co-managed by Mr. Umeshkumar Mehta, Mrs. Nirali Bhansali and Mr. Dhawal Ghanshyam Dhanani (since inception), Mr. Vishal Shinde (since July 01, 2026). In case, the start / end date of the concerned period is a non-business date (NBD), the NAV of the previous date is considered for computation of returns.

Performance of SIP (As Per SEBI format) as of -- with investment of ₹ 10,000

Loading SIP performance…
Period Amount invested (Rs) Fund Value (Rs) Fund Returns (%) Benchmark value (Rs) Benchmark Returns (%) Additional Benchmark Value (Rs) Additional Benchmark Returns (%)
Direct Plan - Growth Option

Performance Table / Total Return %

Loading performance table…
Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec
2010 - - - - - - - - - - +4.1 +6.1
2011 - - - - - - - - - - +4.1 +6.1
2012 - - - - - - - - - - +4.1 +6.1
2013 - - - - - - - - - - +4.1 +6.1
2014 - - - - - - - - - - +4.1 +6.1
2015 - - - - - - - - - - +4.1 +6.1
2016 - - - - - - - - - - +4.1 +6.1

Historical Returns Snapshot

OR

Exposure Breakdown

Asset Class
Market Cap
Sectors
Asset ClassWeight
(as on --)
Market CapitalizationWeight
(as on --)
SectorsWeight
(as on --)

Fund Managers

Mr. Umeshkumar Mehta

Mr. Umeshkumar Mehta

Director, CIO & Fund Manager

See funds managed >>
Mrs. Nirali Bhansali

Mrs. Nirali Bhansali

Fund Manager

See funds managed >>
Mr. Dhawal Dhanani

Mr. Dhawal Dhanani

Fund Manager

See funds managed >>
Mr. Vishal Shinde

Mr. Vishal Shinde

Fund Manager

See funds managed >>

Fund Documents

download
Samco Mid Cap Fund SID
download
Samco Mid Cap Fund KIM
download
Samco Mid Cap Fund Scheme Flyer
download
Samco Mid Cap Fund Presentation

Fund Details

Type of scheme
An open ended equity scheme predominantly investing in mid-cap stocks
Plans
  • Direct Growth
  • Regular Growth
Benchmark
Nifty Midcap 150 TRI
STP Frequency
  • Normal STP - daily, weekly, fortnightly, monthly, quarterly
Minimum Application Amount of scheme
₹ 5000 and in multiples of ₹ 1/- thereafter
Minimum Additional Application Amount
₹ 500 and in multiples of ₹ 1/- thereafter
Minimum SIP Amount
₹ 250 and in multiples of ₹ 1/- thereafter
Exit Load
  • 1.00% If the investment is redeemed or switched out on or before 30 days from the date of allotment of units.
  • No Exit Load will be charged if investment is redeemed or switched out after 30 days from the date of allotment of units.

Risk-o-meter

This product is suitable for investors who are seeking* :
Scheme Risk-o-meter
Scheme Risk-o-Meter
The risk of the scheme is Very High
Benchmark Risk-o-meter
Benchmark Risk-o-Meter
The risk of the Benchmark is Very High

This product is suitable for investors who are seeking* :

  • To generate long-term capital growth
  • A fund that invests predominantly in equity and equity related securities of mid-cap companies

Risk-o-meter for Scheme: Basis it's portfolio, for Benchmark (Nifty Midcap 150 TRI): Basis it's constituents as on August 31, 2026

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Frequently asked questions

What are Mid Caps?

Mid Cap companies are the 101st-250th companies in terms of market capitalization. Mid Cap Funds are those equity-oriented funds that invest primarily in mid cap companies.

What is Momentum?

It is a strategy to invest in stocks which are showing relatively stronger momentum. Momentum stocks are such that exhibit positive price momentum – based on the phenomenon that stocks which have performed well in the past relative to other stocks continue to perform well in the future, and stocks that have performed relatively poorly continue to perform poorly. The momentum strategy aims to buy high, sell higher or alternatively aims to cut your losses and hold on to stocks that are relatively performing better.

Why does Momentum work?

Momentum works due to behavior biases of the investors in the financial markets. Investors usually are not always rational, they have limits to their control over their emotions and are influenced by their own biases such as loss aversion, regret, anchoring and disposition biases. Because of all these human biases, there exists a potential opportunity in the momentum space which can be assumed to be more consistent and time-tested strategy to make an alpha in the stock market. However, investors should consult their financial advisor before investing.

What is Samco’s C.A.R.E Momentum Strategy?

Samco Mid Cap Fund uses a cutting-edge momentum-based strategy with SAMCO's proprietary C.A.R.E. Momentum system to deliver superior risk-adjusted returns. It identifies mid cap stocks with strong momentum in Cross Sectional, Absolute, Revenue, and Earnings Momentum. These parameters ensure that the portfolio remains optimized by focusing on mid cap stocks from the companies ranked between 101-250 by market capitalization, as defined by the AMFI, that exhibit robust momentum traits.

Why Samco Mid Cap Fund?

Samco Mid Cap Fund uses C.A.R.E Momentum Strategy which invests in mid cap stocks that are showing momentum characteristics in Cross Sectional, Absolute, Revenue, and Earnings Momentum to deliver superior risk-adjusted returns. The fund will invest between 65%-100% of assets in companies between rank 101-250 by market capitalisation, also referred to as Mid Cap companies. The fund also has the flexibility to invest 0-35% of assets in companies other than mid-caps or international stocks or in debt/money market instruments. The scheme may use derivatives instruments for purposes of hedging up to 80% of net assets and shall not exceed 50% of net assets for other than hedging purposes. To know in detail please read the SID.

What is the minimum investment amount of Samco Mid Cap Fund?

The minimum investment amount for lumpsum is ₹5,000 and in multiples of ₹1/- thereafter and for Systematic Investment Plan (SIP) During NFO it is ₹250 and in multiples of ₹1/- up to ₹1,000 – 12 installments OR ₹1,000/- and above in multiples of ₹1/ - 6 installments.

Who are the fund managers of Samco Mid Cap Fund?

The fund will be jointly managed by Mr. Umeshkumar Mehta, Mrs. Nirali Bhansali, Mr. Dhawal Ghanshyam Dhanani and Mr. Vishal Shinde.

What is the benchmark for Samco Mid Cap Fund?

The benchmark for this scheme is the Nifty Midcap 150 Total Returns Index.

Frequently asked questions

This product is suitable for investors who are seeking* :
Risk-o-meter
Investors understand that their principal will be at very high risk
Risk-o-meter
Investors understand that their principal will be at very high risk
  • Capital Appreciation & Income Generation over medium to long term
  • Investment in a dynamically managed portfolio of equity & equity related instruments and debt & money market securities

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

(It may be noted that risk-o-meter of the Scheme specified above is based on the scheme characteristics and may vary post NFO, when the actual investments are made. The same shall be updated in accordance with provisions of SEBI circular dated October 5, 2020 on Product labelling in mutual fund schemes on ongoing basis)
If you wish to visit our previous website, please click here.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.