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Mid Capregulargrowth📊 NIFTY Midcap 150 TRI(SEBI default)

Samco Mid Cap Fund - Regular Plan

Samco Mutual Fund

₹9.9800

0.14 (-1.38%)

NAV as of 29 May 2026

Option:Other₹9.9800Other₹10.0200

Today's NAV — all variants

Regular · Growth

₹₹9.9800

0.14 (-1.38%)

29 May 2026

AMFI: 154115

Direct · Growth

₹₹10.0200

0.15 (-1.47%)

29 May 2026

AMFI: 154114

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+2.87%
1 Month+2.87%
3 Months+0.90%
6 Months
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Feb 2026)+0.50%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Feb 2026)+25.24%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,500

Invested

₹1,575

Value today

35.3%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹998

Value today

-0.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,17,604

Value today

+3.1%

vs lumpsum

STP beat direct lumpsum by 3.1% — reduced timing risk paid off

Model your own STP with real NAV

Fund Details

Fund HouseSamco Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹39.1 Cr
Expense Ratio2.41%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY Midcap 150 TRI ✓
Launch Date10 Feb 2026
AMFI Code154115

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

Samco Mid Cap Fund - Regular Plan seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.

About This Fund

Samco Mid Cap Fund - Regular Plan is a Mid Cap mutual fund offered by Samco Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹39.1 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 2.41%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations