NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹8.61
0.58%
NAV as on 06 Apr 26, 12:00 AM
risk
large & mid cap
equity
NAV as on 06 Apr 26, 12:00 AM
risk
large & mid cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-13.90%p.a.
Since Inception
About Samco Large & Mid Cap Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Samco Large & Mid Cap Fund -Growth scheme from Samco Asset Management Pvt. Ltd. It is a Large & Mid Cap mutual fund scheme that predominantly invests in Large & Mid Cap stocks of companies. Launched on Jun 2025, Samco Large & Mid Cap Fund -Growth is Large & Mid Cap fund of its category with 126.32 Cr fund under management as on Apr 2026. The expense ratio of this fund is less than that of most other Fund category Large & Mid Cap funds.
- Samco Large & Mid Cap Fund -Growth delivered 0.0% annual returns during the last year. It has delivered -13.9% average annual returns since the fund was launched.
- Samco Large & Mid Cap Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. There is no assurance that the investment objective of the scheme will be achieved.
Top 10 Holdings
Bajaj Finance Ltd
1.80%
Bajaj Finserv Ltd
1.39%
Bajaj Holdings & Investment Ltd
2.09%
Bharat Electronics Ltd
0.29%
Bharti Airtel Ltd
3.58%
Cholamandalam Investment & Finance Company Ltd
0.62%
Coromandel International Ltd
0.01%
Divi's Laboratories Ltd
2.61%
Eicher Motors Ltd
0.81%
Fortis Healthcare Ltd
1.75%
Fund Managers
- Nirali Bhansali (Jun 2025 - Present)
- Dhawal Ghanshyam Dhanani (Jun 2025 - Present)
- Umeshkumar Mehta (Jun 2025 - Present)
- Komal Grover (Jul 2025 - Present)
Key Information
View Scheme Document
Samco Large & Mid Cap Fund -Growth SIP Calculator
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NRI Mutual Fund Tax on Samco Large & Mid Cap Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Samco Large & Mid Cap Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Samco Large & Mid Cap Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
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