Samco Mid Cap Fund

Regular plan – Growth

Open-ended. Launched on 10 Feb 2026.

NAVNAV Net asset value: the value of one unit of the scheme, which the fund house works out at the end of each business day.: Data delayed
AssetsAssets The market value of everything the scheme holds, less what it owes, as the fund house discloses it at each month-end.: ₹75.43 cr; 30 Sep 2026
BenchmarkBenchmark The market index the fund house names in the SID as the measure the scheme is compared against.: NIFTY Midcap 150 Total Return Index; as the SID names it
Riskometer: Very High; read by Felix on 28 Oct 2026

The SID and KIM are the final reference for every fact on this page.

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission

The fund house also offers a Direct plan of this scheme, whose expenses are lower to the extent of the distribution commission.

Assets: the fund house’s month-end disclosure of 30 Sep 2026. Benchmark: the SID.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

5 changes in the last 12 months: Vishal Shinde became a fund manager, 1 Jul 2026; Re-opened for everyday purchases, 13 Feb 2026; Launched, 10 Feb 2026; NFO closed, 4 Feb 2026; NFO opened, 21 Jan 2026. See what changed

What it is

SEBI’s rule for a Mid Cap Fund: at least 65% in shares of mid-cap companies. Source: SEBI

What the SID allows it to holdSID Scheme information document: the scheme’s offer document, which sets out its objective, asset allocation, risks and expenses.

Equityallowed 65% to 100%

Debtallowed 0% to 35%

Money marketallowed 0% to 35%

REITs and InvITsallowed 0% to 10%

Source: the SID’s asset allocation, from fund house disclosures.

Riskometer

The risk of the scheme is Very High

As read by Felix on 28 Oct 2026. Fund houses review this level every month, and the fund house’s latest disclosure prevails: Riskometer disclosures, Samco Mutual Fund

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Benchmark: NIFTY Midcap 150 Total Return Index. Its riskometer is published monthly by the fund house: Riskometer disclosures, Samco Mutual Fund

Source: fund houses’ disclosures.

Who runs it

Dhawal Ghanshyam Dhananisince 21 Jan 2026
Fund manager
9 months
Also manages Samco Active Momentum Fund, Samco Arbitrage Fund, Samco Dynamic Asset Allocation Fund, Samco ELSS Tax Saver Fund, Samco Flexi Cap Fund, Samco Large & Mid Cap Fund, Samco Large Cap Fund, Samco Multi Asset Allocation Fund, Samco Multi Cap Fund, Samco Overnight Fund, Samco Small Cap Fund, Samco Special Opportunities Fund
Nirali Bhansalisince 21 Jan 2026
Fund manager
9 months
Also manages Samco Active Momentum Fund, Samco Arbitrage Fund, Samco Dynamic Asset Allocation Fund, Samco ELSS Tax Saver Fund, Samco Equity Savings Fund, Samco Flexi Cap Fund, Samco Large & Mid Cap Fund, Samco Large Cap Fund, Samco Multi Asset Allocation Fund, Samco Multi Cap Fund, Samco Overnight Fund, Samco Small Cap Fund, Samco Special Opportunities Fund
Umeshkumar Mehtasince 21 Jan 2026
Fund manager
9 months
Also manages Samco Active Momentum Fund, Samco Arbitrage Fund, Samco Dynamic Asset Allocation Fund, Samco ELSS Tax Saver Fund, Samco Equity Savings Fund, Samco Flexi Cap Fund, Samco Large & Mid Cap Fund, Samco Large Cap Fund, Samco Multi Asset Allocation Fund, Samco Multi Cap Fund, Samco Overnight Fund, Samco Small Cap Fund, Samco Special Opportunities Fund
Vishal Shindesince 1 Jul 2026
Fund manager
3 months
Also manages Samco Active Momentum Fund, Samco Arbitrage Fund, Samco Dynamic Asset Allocation Fund, Samco ELSS Tax Saver Fund, Samco Equity Savings Fund, Samco Flexi Cap Fund, Samco Large & Mid Cap Fund, Samco Large Cap Fund, Samco Multi Asset Allocation Fund, Samco Multi Cap Fund, Samco Overnight Fund, Samco Small Cap Fund, Samco Special Opportunities Fund

Bars on one scale, from the scheme’s launch. Other schemes A to Z. Source: fund house disclosures, as of 28 Oct 2026.

Codes and identity

from the SID and AMFI

Fund house: Samco Mutual Fund
SEBI category: Mid Cap Fund
Plan and option: Regular plan – Growth
Structure: Open-ended
Launched: 10 Feb 2026
AMFI code, Growth: 154115
ISIN, Growth: INF0K1H01321
Registrar: KFin Tech
Fund house website: samcomf.com ↗

Samco Mutual Fund

Samco Mutual Fund runs 14 schemes in their Regular plan: 9 equity, 1 debt, 4 hybrid.

5 fund managers, in their current schemes for 1 year 6 months on average.

2 schemes launched in the last 12 months.

Source: fund houses’ disclosures, as of 28 Oct 2026.

Buying and selling

Entry load: Nil, since 1 Aug 2009
Stamp duty: 0.005% of the amount invested, since 1 Jul 2020
Applicable NAV: That business day’s, when the application and the money reach the fund house by the 3 pm cut-off; after it, the next business day’s
Redemption money: Within 3 working days of the redemption request

Sources: SEBI for the entry load, cut-off and redemption timeline; Ministry of Finance for stamp duty.

The category: Mid Cap Fund

All 34 schemes

34 schemes in their Regular plan, from 34 fund houses.

Schemes 20 to 29 of 34, A to Z; this scheme is marked.Schemes 23 to 27 of 34, A to Z; this scheme is marked.

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
Mirae Asset Midcap Fund	NIFTY Midcap 150 Total Return Index	19,539	99	2019
Motilal Oswal Midcap Fund	NIFTY Midcap 150 Total Return Index	40,208	500	2014
Nippon India Growth Mid Cap Fund	NIFTY Midcap 150 Total Return Index	50,176	100	1995
PGIM India Midcap Fund	NIFTY Midcap 150 Total Return Index	10,537	1,000	2013
Quant Mid Cap Fund	NIFTY Midcap 150 Total Return Index	7,654	1,000	2001
Samco Mid Cap Fund	NIFTY Midcap 150 Total Return Index	75	Not reported	2026
SBI Midcap Fund	NIFTY Midcap 150 Total Return Index	23,282	500	2005
Sundaram Mid Cap Fund	NIFTY Midcap 150 Total Return Index	13,854	100	2002
Tata Mid Cap Fund	NIFTY Midcap 150 Total Return Index	5,860	100	1994
Taurus Mid Cap Fund	NIFTY Midcap 150 Total Return Index	138	500	1994

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
PGIM India Midcap Fund	NIFTY Midcap 150 Total Return Index	10,537	1,000	2013
Quant Mid Cap Fund	NIFTY Midcap 150 Total Return Index	7,654	1,000	2001
Samco Mid Cap Fund	NIFTY Midcap 150 Total Return Index	75	Not reported	2026
SBI Midcap Fund	NIFTY Midcap 150 Total Return Index	23,282	500	2005
Sundaram Mid Cap Fund	NIFTY Midcap 150 Total Return Index	13,854	100	2002

Show all 34 schemes

Schemes in this category, A to Z
Scheme	Benchmark	Assets, ₹ cr (30 Sep 2026)	SIP from, ₹	Launched
Aditya Birla Sun Life Mid Cap Fund	NIFTY Midcap 150 Total Return Index	6,550	100	2002
Axis Midcap Fund	BSE 150 MidCap Total Return Index	33,528	100	2011
Bandhan Mid Cap Fund	BSE 150 MidCap Index	2,519	100	2022
Bank of India Mid Cap Fund	NIFTY Midcap 150 Total Return Index	729	Not reported	2025
Baroda BNP Paribas Midcap Fund	NIFTY Midcap 150 Total Return Index	2,503	500	2006
Canara Robeco Mid Cap Fund	BSE 150 MidCap Total Return Index	4,993	1,000	2022
DSP Midcap Fund	NIFTY Midcap 150 Total Return Index	19,488	100	2006
Edelweiss Mid Cap Fund	NIFTY Midcap 150 Total Return Index	19,230	100	2007
Franklin India Mid Cap Fund	NIFTY Midcap 150 Total Return Index	12,156	500	1993
HDFC Mid Cap Fund	NIFTY Midcap 150 Total Return Index	1,01,856	100	2007
Helios Mid Cap Fund	NIFTY Midcap 150 Total Return Index	2,348	1,000	2025
HSBC Midcap Fund	NIFTY Midcap 150 Total Return Index	16,800	500	2004
ICICI Prudential Mid Cap Fund	NIFTY Midcap 150 Total Return Index	7,961	100	2004
Invesco India Mid Cap Fund	BSE 150 MidCap Total Return Index	15,749	100	2007
ITI Mid Cap Fund	NIFTY Midcap 150 Total Return Index	1,453	500	2021
JM Mid Cap Fund	NIFTY Midcap 150 Total Return Index	1,303	100	2022
Kotak Mid Cap Fund	NIFTY Midcap 150 Total Return Index	66,613	100	2007
LIC MF Midcap Fund	NIFTY Midcap 150 Total Return Index	369	200	2017
Mahindra Manulife Mid Cap Fund	NIFTY Midcap 150 Total Return Index	5,058	500	2018
Mirae Asset Midcap Fund	NIFTY Midcap 150 Total Return Index	19,539	99	2019
Motilal Oswal Midcap Fund	NIFTY Midcap 150 Total Return Index	40,208	500	2014
Nippon India Growth Mid Cap Fund	NIFTY Midcap 150 Total Return Index	50,176	100	1995
PGIM India Midcap Fund	NIFTY Midcap 150 Total Return Index	10,537	1,000	2013
Quant Mid Cap Fund	NIFTY Midcap 150 Total Return Index	7,654	1,000	2001
Samco Mid Cap Fund	NIFTY Midcap 150 Total Return Index	75	Not reported	2026
SBI Midcap Fund	NIFTY Midcap 150 Total Return Index	23,282	500	2005
Sundaram Mid Cap Fund	NIFTY Midcap 150 Total Return Index	13,854	100	2002
Tata Mid Cap Fund	NIFTY Midcap 150 Total Return Index	5,860	100	1994
Taurus Mid Cap Fund	NIFTY Midcap 150 Total Return Index	138	500	1994
The Wealth Company Mid Cap Fund	NIFTY Midcap 150 Total Return Index	172	Not reported	2026
TRUSTMF Mid Cap Fund	NIFTY Midcap 150 Total Return Index	687	Not reported	2026
Union Midcap Fund	BSE 150 MidCap Total Return Index	1,906	500	2020
UTI Mid Cap Fund	NIFTY Midcap 150 Total Return Index	11,920	500	2005
WhiteOak Capital Mid Cap Fund	BSE 150 MidCap Total Return Index	8,400	100	2022

Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as read by Felix on 28 Oct 2026; benchmarks as each SID names them.

What changed

1 Jul 2026Vishal Shinde became a fund manager
13 Feb 2026Re-opened for everyday purchases
10 Feb 2026Launched
4 Feb 2026NFO closed
21 Jan 2026NFO opened

Source: fund house disclosures and SEBI.

Documents

KIM Key information memorandum: the short summary of the SID that comes with every application form.

Samco Mutual Fund publishes the scheme’s documents on its website:

Scheme information document (SID)
Key information memorandum (KIM)
Monthly factsheet
Monthly portfolio disclosure

Read SID/KIM on AMC site

Felix links to the fund house’s own copies and never copies them.

Questions about this fund

Who manages it, and since when?

Dhawal Ghanshyam Dhanani, since 21 Jan 2026 (Fund manager); Nirali Bhansali, since 21 Jan 2026 (Fund manager); Umeshkumar Mehta, since 21 Jan 2026 (Fund manager); Vishal Shinde, since 1 Jul 2026 (Fund manager). Source: Samco Mutual Fund’s disclosures.

What is its benchmark?

NIFTY Midcap 150 Total Return Index, as the SID names it. Felix shows the benchmark by name only.

When was it launched, and what was it called before?

It was launched on 10 Feb 2026.

How do I invest in it?

Read the SID and KIM on Samco Mutual Fund’s website first. A mutual fund distributor can place your application in this scheme’s Regular plan. Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission.

What does “Regular plan – Growth” mean?

The Regular plan is the one bought through a distributor; its expenses include the distributor’s commission. In the Growth option, gains stay in the NAV and nothing is paid out.

Where are its documents?

On Samco Mutual Fund’s website: the scheme information document (SID), the key information memorandum (KIM) and the monthly factsheet.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Data on this page

Block	Source	For
Assets	Fund houses’ disclosures, at month-end	30 Sep 2026
Riskometer	Fund houses’ disclosures, as read by Felix	28 Oct 2026
Asset allocation	The SID, from fund house disclosures	28 Oct 2026
Fund managers	Fund house disclosures	28 Oct 2026

Something wrong or out of date? Report an error

When you are ready, invest with a person.

Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission