Samco Large Cap Fund

AMC: SAMCO Moderate Risk Equity Large Cap

📊 Quick Summary Of This Page

Samco Large Cap Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
2.10%
Expense Ratio
Mrs. Nirali Bhansali
Fund Manager
Growth
Plan Type
05 Mar 2025
Launch Date
1%
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.
Exit Load
NAV Momentum
Fund Analysis

Samco Large Cap Fund does not yet have a 5-year performance history.

The average return for Large Cap funds is 51.31% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return N/A -4.34%
2 Year Return N/A 7.94%
3 Year Return N/A 24.99%
4 Year Return N/A 42.81%
5 Year Return N/A 51.31%
6 Year Return N/A 83.45%
7 Year Return N/A 107.98%
Expense Ratio 2.10% -
NAV History
Fund Information

AMC: SAMCO

Category: Equity • Large Cap

Launch Date: 05 Mar 2025

Fund Manager: Mrs. Nirali Bhansali

Minimum Purchase: ₹5,000

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.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Samco Large Cap Fund is managed by SAMCO and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

View Similar Funds
🚀 Explore The Complete Mutual Fund Universe
Discover top-ranked mutual funds, compare schemes, analyze portfolio holdings, explore AMCs, identify category leaders and use powerful investment planning tools — all from one place.
Explore CheckPAN
Browse 7,500+ mutual funds, leading AMCs, portfolio companies and investment insights.
Frequently Asked Questions

Samco Large Cap Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Samco Large Cap Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Samco Large Cap Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Samco Large Cap Fund, based on the latest portfolio data.

Samco Large Cap Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Samco Large Cap Fund is , which represents the annual cost charged for managing the fund.

Samco Large Cap Fund manages assets worth approximately , representing the total investor capital under management.

Samco Large Cap Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Samco Large Cap Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Samco Large Cap Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Samco Large Cap Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Samco Large Cap Fund and making investment decisions.

Yes, Samco Large Cap Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Samco Large Cap Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Samco Large Cap Fund to estimate returns and wealth creation over different time periods.