Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Samco Large & Mid Cap
  • Opening:
    5th June 2025
  • Closing:
    19th June 2025
  • Scheme Type:
    Open Ended Equity Large & Mid Cap Fund
  • Minimum Investment:
    Rs.5,000 and in multiples of ₹1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 12 months from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

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.

  • Benchmark:

  • Nifty LargeMid250

  • Fund Manager:

  • Umeshkumar Mehta, Nirali Bhansali, Dhawal Ghanshyam Dhanani

Asset Allocation

35- 65% Equity
upto 30% Money Market
Comparable existing schemes
Invesco India Large & Mid Cap Fund 1.28(6M) 18.63(1Y)
HDFC Large and Mid Cap Fund 0.05(6M) 7.44(1Y)

Fund Prognosis

Idea Distiller

A new fund house needs to plug the basic product gap.

  • Fund House AAUM:

  • Rs 282467.8 Lakhs(as on 31st March, 2025)

  • Fund Manager:

  • Combined experience of above 25 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Not much really. There is just too many existing schemes and scope for investment innovation is quite low.