Best Samco Mutual Funds in India 2026

Samco Mutual Fund has emerged as a growing asset management company in India, managing assets worth about ₹2,516 cr as of 2026. The fund house offers equity, hybrid, debt, ELSS, and asset allocation schemes, with a focus on quantitative and rule-based investing. As India’s mutual fund industry crossed ₹73.73 lakh cr in AUM in March 2026, investors continue to track newer fund houses and their product offerings. This guide explores Samco Mutual Fund schemes, their benefits, risks, taxation, and key factors to consider.

Top Samco Mutual Fund Schemes

Disclaimer: Please note that the above list of the best Samco mutual funds is for educational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Note: The data on the list of the best Samco investment funds is from 5th June 2026. This data is derived from the Tickertape Mutual Funds Screener.

• AMC: Samco Asset Management Limited
• 5Y CAGR: Sorted from Highest to Lowest

🚀 Pro Tip: You can use Tickertape’s Mutual Fund Screener to research and evaluate funds with over 50+ pre-loaded filters and parameters.

What is Samco Mutual Fund?

Samco Mutual Fund is the mutual fund business of Samco Asset Management Private Limited. It offers SEBI-regulated mutual fund schemes across different categories, including equity, debt, hybrid, and passive funds. The fund house is known for its quantitative and rule-based investment approach, with schemes available through online platforms and distributors.

Overview of Top Samco Mutual Fund Schemes

Samco Active Momentum Fund

Samco Active Momentum Fund follows a momentum-based equity strategy. It invests in stocks that show strong price trends, as determined by the fund’s framework. Returns depend on market momentum, stock selection, sector movements, and the strategy’s ability to adapt to changing market conditions.

Samco Multi Asset Allocation Fund

Samco Multi Asset Allocation Fund invests across asset classes such as equity, debt, and commodities, based on its stated allocation strategy. It aims to spread exposure across markets. Performance depends on asset allocation, market cycles, interest rates, and movement in different asset classes.

Samco Flexi Cap Fund

Samco Flexi Cap Fund invests across large-cap, mid-cap, and small-cap stocks without fixed market-cap restrictions. This allows the fund to shift allocation based on opportunities. Returns depend on stock selection, sector trends, market conditions, and the fund manager’s allocation approach.

Samco Multi Cap Fund

Samco Multi Cap Fund invests across large-cap, mid-cap, and small-cap companies in accordance with the multi-cap fund rules. It offers exposure to different market segments within one scheme. Performance depends on allocation, stock selection, market cycles, and trends across company sizes.

Samco Dynamic Asset Allocation Fund

Samco Dynamic Asset Allocation Fund adjusts exposure between equity and debt based on its asset allocation model. It aims to manage risk across market cycles. Returns depend on equity market movements, debt performance, valuation signals, and the effectiveness of allocation changes.

Samco Small Cap Fund

Samco Small Cap Fund invests mainly in small-cap companies. It offers exposure to businesses with smaller market capitalisation, which can be more volatile than large-cap stocks. Fund performance depends on stock selection, liquidity, business growth, and broader small-cap market trends.

Samco Special Opportunities Fund

Samco Special Opportunities Fund focuses on companies linked to special situations or unique business opportunities. These may include corporate actions, sector shifts, or valuation-led opportunities. Returns depend on event execution, stock selection, timing, market conditions, and the fund’s identification of such opportunities.

Samco Large & Mid Cap Fund

Samco Large & Mid Cap Fund invests in a mix of large-cap and mid-cap stocks. It combines exposure to established companies and relatively faster-growing mid-sized firms. Performance depends on market-cap allocation, stock selection, sector trends, and broader equity market conditions.

Samco Large Cap Fund

Samco Large Cap Fund invests mainly in large-cap companies with established market positions. It offers exposure to bigger listed businesses across sectors. Returns depend on large-cap market performance, stock selection, earnings trends, valuations, and the fund’s portfolio construction strategy.

Samco ELSS Tax Saver Fund

Samco ELSS Tax Saver Fund is an equity-linked savings scheme that offers tax deduction benefits under Section 80C. It comes with a mandatory three-year lock-in period. Performance depends on equity market conditions, portfolio allocation, stock selection, and the fund’s long-term strategy.

Tax on Samco Mutual Fund Schemes

The tax treatment of a Samco Mutual Fund investment depends on the type of scheme and the holding period. Equity-oriented schemes and debt-oriented schemes are taxed differently under current tax rules. The table below summarises the applicable taxation for major mutual fund categories as of 2026.

Equity-Oriented Schemes

Debt-Oriented Schemes

How to Invest in the Samco Mutual Funds in India?

You can start investing in Samco funds in India by following these steps:

1. First, visit an equity investment platform such as smallcase to explore available Samco mutual fund schemes.
2. Next, research and identify Samco funds based on your investment thesis, time horizon, and risk appetite. Tools like the Tickertape Mutual Fund Screener can help you filter and compare funds based on parameters such as returns, expense ratios, fund size, risk ratios, and more.
3. Once you shortlist the fund, visit smallcase, log in, and search for the fund by name. You can then choose the investment mode, either a one-time lump sum or an SIP, and complete the investment process.

Benefits of Investing in Samco Mutual Fund Schemes

• Multiple scheme options: Samco Mutual Fund offers schemes across equity, hybrid, debt, arbitrage, ELSS, and asset allocation categories. As of 2026, public fund-platform data shows 13 Samco schemes and a total AUM of about ₹2,516 cr.
• Access to newer strategies: Samco offers funds such as Active Momentum, Special Opportunities, Dynamic Asset Allocation, and Multi Asset Allocation. These schemes give exposure to rule-based, factor-led, or asset-allocation strategies beyond traditional equity categories.
• SIP accessibility: Several Samco schemes allow SIPs from relatively low minimum amounts. For instance, Samco Multi Cap Fund and Samco Multi Asset Allocation Fund list SIP minimums of ₹250, while Samco ELSS Tax Saver Fund lists ₹500.
• Equity diversification: Samco offers equity schemes across flexi-cap, multi-cap, small-cap, large-cap, large & mid-cap, ELSS, and special opportunities. This gives investors exposure to different market-cap segments and investment styles.
• Industry participation: Samco operates within India’s growing mutual fund industry, where SIP inflows touched a record ₹32,087 cr in March 2026. This reflects continued retail participation in mutual funds despite market volatility.

Risks Involved While Investing in Samco Mutual Fund Schemes

• Market-linked risk: Samco schemes are market-linked, so returns can move with equity, debt, hybrid, or commodity market conditions. Equity-focused schemes may see sharper fluctuations during volatile phases.
• Small AMC scale: Samco’s total AUM was about ₹2,516 cr in 2026, much smaller than that of large Indian AMCs. Smaller fund houses may have less scale, although this does not directly indicate poor performance.
• Scheme-specific volatility: Risk levels can vary sharply across schemes. For example, Samco Multi Cap Fund had an equity exposure of 83.18% and a futures & options exposure of 15.98% as of June 2026, making market movements and strategy execution important.
• Newer track records: Samco Mutual Fund was founded in 2021, so many of its schemes have shorter performance histories than those of older fund houses. This can limit long-cycle evaluation.
• Expense and tracking impact: Costs can affect net returns. For example, Samco Flexi Cap Fund’s expense ratio was listed at 1.81% as of June 2026. Investors should compare scheme-wise expenses before evaluating performance.

Factors to Consider When Investing in Samco Mutual Fund Schemes

• Fund category: Samco offers equity, hybrid, debt, ELSS, and asset allocation schemes. Each category carries a different risk level, return pattern, and investment horizon.
• Investment strategy: Some Samco schemes follow rule-based strategies such as momentum, special opportunities, and dynamic asset allocation. The strategy helps explain how the fund selects assets and responds to market conditions.
• Risk profile: Equity and small-cap-oriented schemes can be more volatile than debt or hybrid schemes. The scheme’s risk level should be compared with the investor’s comfort level with market fluctuations.
• Track record: Samco Mutual Fund is a relatively newer fund house, so some schemes may have shorter performance histories. Available returns, portfolio changes, and consistency can be reviewed for context.
• Expense ratio: Costs reduce net returns over time. Comparing direct and regular plans, expense ratios, and category averages can help assess cost efficiency.
• Portfolio composition: Holdings, sector exposure, market-cap mix, and asset allocation show where the scheme invests. These details help explain the fund’s risk and return behaviour.
• Exit load and taxation: Exit load, holding period, and tax treatment can affect final returns. These details may vary across equity, debt, hybrid, and ELSS schemes.

Who Should Consider Samco Mutual Fund Schemes?

• Strategy-aware investors: Samco schemes may be relevant for investors seeking to evaluate rule-based, momentum, multi-asset, or special-opportunity strategies.
• Equity-focused investors: Those seeking equity exposure across flexi cap, multi cap, small cap, large cap, and ELSS categories may consider reviewing Samco schemes.
• Long-term investors: Some Samco equity schemes may be more suitable for investors with a longer investment horizon due to market-linked volatility.
• SIP investors: Investors who prefer periodic investing can evaluate Samco schemes that support SIPs.
• Risk-aware investors: Since Samco schemes vary across risk levels, they may suit investors who compare fund categories, portfolios, expense ratios, and risk profiles before investing.

To Wrap It Up…

Samco Mutual Fund offers exposure to a range of investment categories, including equity, hybrid, debt, and tax-saving schemes. Its product lineup includes both traditional and rule-based strategies, giving investors access to different approaches within the mutual fund space. Before evaluating any scheme, it is important to review factors such as risk, portfolio composition, costs, and investment objectives. Investors can use the Tickertape Mutual Fund Screener to compare schemes, analyse fund details, and track mutual fund performance across categories.

Frequently Asked Questions on Samco Mutual Fund