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  • Samco Mutual Fund
  • Samco Special Opportunities Fund (Growth)
Samco Mutual Fund

Samco Special Opportunities Fund (Growth)

EquitySectoral/ Thematic

10.47

NAV (Jul 16)

3.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.47

NAV (Jul 15)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
4.7%
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the scheme is to achieve long-term capital appreciation by investing in a portfolio of securities that are involved in special situations such as restructurings,turnarounds,spin-offs,mergers & acquisitions,new trends,new & emerging sectors,digitization,premiumization,and other special corporate actions. These situations often create mispricings and undervalued opportunities that the fund aims to exploit for potential capital appreciation.

Expense Ratio
0
Launched (0y ago)
Jun 06, 2024
AUM in Crores
ISIN
INF0K1H01172
Lock-in
No Lock-in
Benchmark
Nifty 500 TRI
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Samco Special Opportunities Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-16

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Samco Asset Management Pvt Ltd

Samco Asset Management Pvt Ltd manages assets worth 2,173 crores and was set up on null. It's current offering of mutual fund schemes includes 2 equity funds.amc-img
phone-img+91 63572 22000
Fund NameScripbox Opinion
Till Date CAGR

-

30.3%

-

3.7%

-

10.1%

-

9.5%

-

6.3%

Samco Special Opportunities Fund (G) Review

Samco Special Opportunities Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 3.7% over a period of 0 years. The fund is managed by Samco Asset Management Pvt Ltd. The fund manager’s name is null.

Nav of Samco Special Opportunities Fund (G) as of 7/16/2024 is ₹10.47 with the total AUM as of 7/18/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. Samco Special Opportunities Fund (G) was launched on Jun 06, 2024. The category risk of the fund is Very High Risk.

The minimum SIP amount for Samco Special Opportunities Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Samco Special Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TRI.

Samco Special Opportunities Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Samco Special Opportunities Fund (G).

Frequently Asked Questions

What is Samco Special Opportunities Fund (G)?

Samco Special Opportunities Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Samco Special Opportunities Fund (G)?

You can invest in Samco Special Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Samco Special Opportunities Fund (G)?

The minimum sip amount for Samco Special Opportunities Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Samco Special Opportunities Fund (G) good to invest in?

As per Scripbox experts, Samco Special Opportunities Fund (G) is a Not Reviewed Yet fund. You can investSamco Special Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Samco Special Opportunities Fund (G)?

The expense ratio of the Samco Special Opportunities Fund (G) is % for regular plan.