Samco Mutual Fund

Samco Mutual Fund is a part of Samco Securities Limited, a technology-driven financial services group known for its innovative investment solutions. It focuses on research-backed strategies, data-driven investing, and differentiated products designed to help investors build long-term wealth.

The AMC offers a range of equity-oriented schemes catering to various investor goals such as tax saving, capital appreciation, and diversified portfolio creation. With an emphasis on quantitative models, risk management, and modern portfolio construction techniques, the fund house has positioned itself as a unique player in the Indian mutual fund industry.

Here are some of the key advantages you can gain by selecting Samco Mutual Fund for your investments:

1. Innovative Investment Strategies: The AMC is known for offering differentiated schemes based on proprietary models such as momentum investing, special opportunities, and quantitative screening strategies.
2. Diversified Product Range: Investors can choose from multiple categories, including flexi cap, ELSS, multi cap, and thematic opportunities based on their financial goals and risk appetite.
3. Professional Fund Management: Experienced fund managers and research teams actively monitor portfolios and market trends to optimize returns and manage risk.
4. Tax Saving Opportunities: Schemes like Samco ELSS Tax Saver Fund offer tax benefits under Section 80C, while also providing long-term wealth creation potential.
5. Long-Term Wealth Creation Potential: Equity-oriented mutual funds can help investors participate in India's growth story and build wealth over time through disciplined investing.

Planning to invest in the Samco Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:

1. Register or Log In

   : Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.

2. Complete Your KYC

   : Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.

3. Explore Samco Mutual Fund

   : Browse available Samco Mutual Funds and shortlist those that align with your investment goals.

4. Choose Your Investment Mode

   : Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.

5. Monitor & Watch Your Investments Anytime

   : Invested in Samco Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.

Investing in the Samco Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:

The following set of documents is required to invest in a mutual fund:

• PAN Card - Mandatory for all investment transactions.
• Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
• KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).