Samco Mutual Fund has launched a new equity scheme — Samco Small Cap Fund Direct – Growth, open for subscription from 14th November to 28th November 2025. With a very high-risk profile, this open-ended fund aims to generate long-term capital appreciation by investing primarily in small-cap companies with strong growth potential.
Key NFO Details
| Detail | Information |
| Fund Name | Samco Small Cap Fund (Direct – Growth) |
| NFO Period | 14 Nov 2025 to 28 Nov 2025 |
| Allotment Date | 04 Dec 2025 |
| Category | Equity – Small Cap |
| Risk Level | Very High |
| Fund Type | Open-ended |
| Benchmark | NIFTY Smallcap 250 TRI |
| Minimum Investment | ₹5,000 (lumpsum), ₹500 (SIP) |
| Exit Load | Exit Load for units in excess of 10% of the investment, 1% will be charged for redemption within 12 months |
| Short-term capital gains (STCG) | Returns are taxed at 20% if you redeem before 1 year |
| Long-term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Investment Objective
The scheme seeks to:
- Generate long-term capital appreciation from a diversified portfolio predominantly consisting of equity and equity-related instruments of small-cap companies.
This fund offers investors an opportunity to participate in India’s fast-growing small-cap segment, which can deliver superior long-term returns while carrying higher market risk.
How Does This Compare with the Category?
| Time Period | Category Avg. Returns (CAGR) |
| 1 Year | 10.91% |
| 2 Years | 9.6% |
| 3 Years | 16.73% |
| 4 Years | 17.87% |
| 5 Years | 19.31% |
| 7 Years | 22.54% |
| 10 Years | 18.9% |
These returns highlight the robust performance of small-cap mutual funds over the long term, though they can be volatile in shorter durations.
Should You Invest in This NFO?
You may consider investing in this NFO if:
- You have a high-risk appetite and are aiming for long-term capital appreciation (5+ years).
- You wish to diversify your portfolio with exposure to small-cap growth companies.
- You believe in Samco Mutual Fund’s investment strategy focusing on high-conviction stock selection.
However, small-cap investments can experience sharp fluctuations and are not ideal for short-term investors. This fund suits those with a long-term horizon and the patience to ride market cycles.
About Samco Mutual Fund
Samco Mutual Fund manages ₹2,963 Cr AUM (as of September 30, 2025) across 9 active schemes, offering exposure across multiple equity categories.
| Fund Name | AUM | 1Y | 5Y |
| Samco Active Momentum Fund | 786 Cr | -5.1% | N.A. |
| Samco ELSS Tax Saver Fund | 123 Cr | -6.26% | N.A. |
| Samco Flexi Cap Fund | 363 Cr | -11.82% | N.A. |
| Samco Large Cap Fund | 143 Cr | N.A. | N.A. |
| Samco Multi Cap Fund | 345 Cr | -4.15% | N.A. |
| Samco Special Opportunities Fund | 166 Cr | -3.65% | N.A. |
Top-performing peers in the small-cap category include:
| Fund Name | Fund Size | 5Y Returns |
| Nippon India Small Cap Fund | ₹68,969 Cr | 31% p.a. |
| Tata Small Cap Fund | ₹11,792 Cr | 28% p.a. |
| Bandhan Small Cap Fund | ₹17,380 Cr | 31% p.a. |
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- PGIM India Multi Asset Allocation Fund NFO: A Diversified Investment Approach for 2025
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- HDFC BSE India Sector Leaders Index Fund NFO: Capturing India’s Sectoral Leaders
- Franklin India Multi-Factor Fund NFO: A Quantitative Equity Approach for 2025
- Bandhan Healthcare Fund NFO: Investing in India’s Growing Healthcare Sector
Final Thoughts
The Samco Small Cap Fund NFO offers investors a chance to tap into the high-growth potential of India’s small-cap segment through a diversified portfolio.
For investors with a long-term perspective and high-risk tolerance, this fund could serve as an attractive addition to their portfolio.
Before investing, review the scheme document carefully and ensure it aligns with your financial goals and investment horizon.
For a seamless and guided investing experience, consider investing in mutual funds with Torus Digital.
