With an AUM of over ₹770 Crores, Samco Asset Mutual Fund is a well-known mutual fund house. It was launched in 2021 and is sponsored by SAMCO Securities Limited, a leading discount brokerage and depository firm based in Mumbai.
Samco Asset Mutual Fund currently provides 3 primary mutual fund schemes across various types. The schemes include Samco ELSS Tax Saver Fund, Samco Overnight Fund, and Samco Flexi Cap Fund.
With its proprietary ‘stress test investing’ strategy and HexaShield framework, the AMC chooses only resilient companies for investment. This ensures that you get risk-adjusted, high returns in the short and long term.
Incorporated | 14 Sep. 2021 |
Mdceo | Viraj Gandhi |
Trustee | Samco Trustee Private Limited |
Cio | Umeshkumar Mehta |
Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well.
Step 1: Log in using your mobile phone number
Step 2: Under ‘Investments’, choose ‘Mutual Funds’
Step 3: Fill in basic information such as your bank account number, PAN Card number, etc.
Step 4: Start your investment journey with Bajaj Markets once your account has been activated
You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT).
Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.
PAN Card
Voter ID
Driving Licence
Passport
Using AI and data science along with a dedicated team of fund managers, Samco Asset Mutual Fund aims to deliver value while keeping costs low.
Nirali Bhansali is a finance professional with a bachelor’s degree in engineering and an MBA in Finance. She has almost a decade’s experience in capital markets and equity research. Her expertise in fundamental analysis has been instrumental in developing Samco's HexaShield Framework, Stock Rating, and StockBasket. Additionally, she is a frequent panelist on business news channels like CNBC TV18 and Bloomberg Quint. She oversees an AUM worth over ₹700 Crores, and manages the Samco ELSS Tax Saver Fund and Samco Flexi Cap Fund.
Dhawal Ghanshyam Dhanani has spent more than 5 years providing tax advice to international clients on capital markets transactions. In the past, he did research on equity and has extensively analysed financial statements of Fortune 100 companies. This allows him to create astute strategies of wealth creation for Samco Asset Mutual Fund. His expertise has also allowed him to play an integral part in developing the AMC’s HexaShield framework. He oversees an AUM worth over ₹50 Crores, and manages the Samco Overnight Fund and Samco Flexi Cap Fund.
Paras Matalia is a fund manager and Head of Equity Research at Samco. He holds a bachelor’s degree in commerce and has an ICAEW Chartered Accountant qualification. With 4+ years of experience in capital markets, he began his career as an equity research analyst. Paras played a key role in creating StockBasket and leading the related business thanks to his expertise in fundamental analysis. Additionally, he was instrumental in developing the stock rating matrix, MosDex, and the proprietary HexaShield framework at Samco.
NA | |
Phone | NA |
Address | 1003 – A Naman Midtown 10th Floor, Senapati Bapat Marg, Prabhadevi (west), |
Samco Mutual Fund offers 6 mutual fund schemes across different categories.
Investment Advisory
Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM, in no way guarantees performance of the intermediary or provide any assurance of returns to investors.
Mutual funds
Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.
The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.
Fund Added to Compare
Clear All