MF
MFGenie.ai
Mid Capregulargrowth

Samco Mid Cap Fund - Regular Plan

Samco Mutual Fund

₹9.6200

0.16 (+1.69%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.67%
1 Month-11.70%
3 Months
6 Months
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Feb 2026)-9.81%

SIP Returns (XIRR)

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

Fund Details

Fund HouseSamco Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹74.0 Cr
Expense Ratio2.41%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date13 Feb 2026
AMFI Code154115

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

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 ₹74.0 Cr, reflecting investor confidence in the fund's strategy. 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