| Parameter | Details |
|---|---|
| Fund Name | Samco Small Cap Fund |
| Category | Equity |
| Sub-category | Equity – Diversified |
| Scheme Type | An open ended equity scheme predominantly investing in small-cap stocks |
| Fund Manager | Mr. Umeshkumar Mehta |
| Min Investment | ₹5,000 |
| Additional Investment | ₹500 |
| Open Date | Oct 14, 2025 |
| Close Date | Nov 28, 2025 |
| Exit Load | As applicable |
| NAV Calculation | Daily |
| Risk Level | Very High |
| Repurchase/Redemption | Allowed |
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio predominantly consisting of equity and equity related instruments of small cap companies. There is no assurance that the investment objective of the scheme will be achieved.
Nifty Smallcap 250 Total Returns Index
The composition of the aforesaid first tier benchmark is such that it is most suited for comparing the performance of the scheme. The Trustees reserves right to change benchmark in future for measuring performance of the scheme.
Here are some compelling reasons:
Targets emerging businesses that could become future leaders.
Uses advanced metrics to spot companies with consistent growth.
Focuses beyond the NIFTY 500 to capture hidden opportunities.
Professional fund management using a structured research-backed system.
The Samco Small Cap Fund follows an active, momentum-driven strategy focused on identifying high-growth small-cap opportunities. Its core is SAMCO’s proprietary C.A.R.E. System, a quantitative framework that selects stocks showing consistent price, revenue, and earnings strength.
The fund dynamically manages turnover and risk, aiming to capture growth in rising markets while safeguarding capital in volatile phases.
Expense Ratio: Check latest factsheet.
Exit Load:
Taxation:
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Answer: Small caps are inherently volatile, but diversification across 250+ companies helps cushion sharp movements.
Answer: Yes, small caps historically deliver higher returns over long periods, which can comfortably outpace inflation.
Answer: The fund follows a momentum-based system (C.A.R.E.) that removes laggards and reallocates to better performers.
Answer: Some small-cap stocks have low liquidity, but active fund management mitigates this by careful allocation.
Answer: This fund is more suited for experienced investors with high risk tolerance and a long-term horizon (7+ years).
Small Cap companies are the 251st-750th companies in terms of market capitalization. Small Cap Funds are those equity-oriented mutual funds that invest primarily in small cap companies.
The minimum investment amount for lumpsum is Rs.5,000 and in multiples of ₹1/- thereafter and for Systematic Investment Plan (SIP) it is Rs. 500 and in multiples of ₹1/- thereafter.
There is no entry load applicable. 10% of units can be redeemed at any time without an exit load. Any redemption in excess of 10% of units will incur 1% exit load in the first 12 months. No exit load, if redeemed after 12 months from the date of allotment of unit.
The fund will be jointly managed by Mrs. Nirali Bhansali, Mr. Umeshkumar Mehta, Mr. Dhawal Ghanshyam Dhanani.
The benchmark for this scheme is the Nifty Smallcap 250 Total Returns Index.
The Samco Small Cap Fund is a high-risk, high-reward option for investors seeking exposure to India’s fast-growing small-cap space. Its momentum-based strategy and focus on companies beyond the NIFTY500 give it a unique edge.
However, small-cap funds are not for the faint-hearted. Investors should carefully assess their risk appetite, time horizon, and financial goals before investing.
Disclaimer
This article is for informational purposes only and does not constitute financial advice. Past performance is not a guarantee of future returns. Before investing, you should consult a qualified financial advisor, consider your risk tolerance, investment horizon, and review the latest scheme documents, factsheet and disclosures from Samco Mutual Fund.
📅 Last Updated on: December 1, 2025
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