Samco Equity Savings Fund
An open-ended equity savings fund: a mix of equity, arbitrage positions and debt, aiming for lower swings than a pure equity fund. Many fund houses already run equity savings funds.
- 19 Oct 2026
- Offer opens
- 2 Nov 2026
- Offer closes
- To be announced
- Allotment
- ₹5,000
- Minimum investment
Scheme details
- Category
- Hybrid · Equity Savings
- Benchmark
- Nifty Equity Savings TRI
- Exit load
- 1% if redeemed or switched out on or before 30 days from allotment; nil after.
- Fund managers
- Umeshkumar Mehta, Nirali Bhansali, Vishal Shinde
- Plans and options
- Regular and Direct plans, Growth option
- Riskometer
- Moderately High
Documents
Offer documents and downloads
Documents open at the original publisher (the fund house or exchange where available), so you always get the current version. Where only a published listing is available, confirm the terms with Trustner.
A one-page summary of this offer from the fund house’s documents, and a short presentation you can share.
Before you invest in any NFO
- Read the SID and KIM. They govern over any summary, including this page.
- A new fund has no track record and no NAV history of its own.
- ₹10 a unit is a starting price, not a discount. NAV level says nothing about value.
- Check how this fits with what you already hold, especially funds in the same category.
Source: Samco Mutual Fund SID, KIM and fund page, checked 21 Oct 2026
This page presents facts from the fund house’s offer documents for information. It is not investment advice or a recommendation to invest in this scheme. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. | Trustner Asset Services Pvt. Ltd. | ARN-286886 | CIN: U66301AS2023PTC025505 | AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor