NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Samco Mid Cap Fund -Growth for NRI [8.83]

Min Investment

5,000

Fund Size

73.81 Cr

Expense Ratio

2.4%

Exit Load

%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

8.83

0.00%

NAV as on 31 Mar 26, 12:00 AM

very high risk

mid cap

equity

NAV as on 31 Mar 26, 12:00 AM

very high risk

mid cap

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

-11.70%p.a.

Since Inception

About Samco Mid Cap Fund -Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Samco Mid Cap Fund -Growth scheme from Samco Asset Management Pvt. Ltd. It is a Mid Cap mutual fund scheme that predominantly invests in Mid Cap stocks of companies. Launched on Feb 2026, Samco Mid Cap Fund -Growth is Mid Cap fund of its category with 73.81 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Mid Cap funds.

  • Samco Mid Cap Fund -Growth delivered 0.0% annual returns during the last year. It has delivered -11.7% average annual returns since the fund was launched.
  • Samco 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 Scheme seeks to generate long-term capital appreciation from a diversified portfolio predominantly consisting of equity and equity related instruments of mid cap companies.

Top 10 Holdings

3M India Ltd

3.02%

GE T&D India Ltd

3.19%

Ashok Leyland Ltd

4.83%

Bank of India

3.99%

Bank of Maharashtra

3.65%

APL Apollo Tubes Ltd

3.06%

Cummins India Ltd

3.24%

The Federal Bank Ltd

3.73%

GMR Airports Infrastructure Ltd

2.17%

Hero Motocorp Ltd

3.35%

Fund Managers

  1. Nirali Bhansali (Jan 2026 - Present)
  2. Dhawal Ghanshyam Dhanani (Jan 2026 - Present)
  3. Umeshkumar Mehta (Jan 2026 - Present)
  4. Komal Grover (Jan 2026 - Present)

Key Information

View Scheme Document

Samco Mid Cap Fund -Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Samco Mid Cap Fund -Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Samco 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 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