Samco Special Opportunities Fund – Direct Growth
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
0.77 %
Expense Ratio
Rating
205
Fund Size (in Cr)
3 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 1.3% | ||||
| Category Average | 37.1% | 17.8% | 22.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-7.57
Alpha
3.5
SD
1.01
Beta
0.96
Sharpe
Exit Load
| Exit Load | 2.00% if the investment is redeemed or switched out on or before 365 days from the date of allotment of units No Exit Load will be charged if investement is redeemed or switched out after 365 days from the date of allotment of units. |
|---|
Fund 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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Managers
Paras Matalia
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 6,062
-
59.3%Fund Size - 6,062
-
38.5%Fund Size - 6,062
-
34.3%Fund Size - 6,062
-
- Equity .
- Sectoral / Thematic .
-
- 619
-
76.1%Fund Size - 619
-
36.1%Fund Size - 619
-
32.8%Fund Size - 619
-
- Equity .
- Sectoral / Thematic .
-
- 2,880
-
61.9%Fund Size - 2,880
-
34.2%Fund Size - 2,880
-
31.9%Fund Size - 2,880
-
- Equity .
- Sectoral / Thematic .
-
- 5,026
-
66.5%Fund Size - 5,026
-
30.6%Fund Size - 5,026
-
31.7%Fund Size - 5,026
-
- Equity .
- Sectoral / Thematic .
-
- 1,780
-
22.7%Fund Size - 1,780
-
19.9%Fund Size - 1,780
-
19%Fund Size - 1,780
AMC Contact Details
Samco Mutual Fund
AUM:
2,256 Cr
Address:
1003, A Naman Midtown,
Sanapati Bapat Marg,
Prabhadevi West, Mumbai - 400013
Contact:
022-41708999
Email ID:
info@samcomf.com
More Funds from Samco Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 634
-
-Fund Size - 634
-
-Fund Size - 634
-
-Fund Size - 634
-
- Equity .
- Sectoral / Thematic .
-
- 884
-
48.3%Fund Size - 884
-
-Fund Size - 884
-
-Fund Size - 884
-
- Equity .
- ELSS .
-
- 119
-
29.7%Fund Size - 119
-
-Fund Size - 119
-
-Fund Size - 119
-
- Debt .
- Overnight .
-
- 59
-
6.6%Fund Size - 59
-
-Fund Size - 59
-
-Fund Size - 59
-
- Equity .
- Flexi Cap .
-
- 686
-
18.3%Fund Size - 686
-
-Fund Size - 686
-
-Fund Size - 686
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
38.2%Fund Size - 31,800
-
23.6%Fund Size - 31,800
-
24.4%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
41%Fund Size - 62,717
-
20.7%Fund Size - 62,717
-
23.1%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
36.6%Fund Size - 14,528
-
16%Fund Size - 14,528
-
23%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
44.4%Fund Size - 2,284
-
19.6%Fund Size - 2,284
-
22.8%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 9,292
-
36.6%Fund Size - 9,292
-
16.7%Fund Size - 9,292
-
22.5%Fund Size - 9,292
Frequently Asked Questions
How to invest in Samco Special Opportunities Fund – Direct Growth ?
You can invest in Samco Special Opportunities Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Samco Special Opportunities Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Samco Special Opportunities Fund – Direct Growth ?
The NAV of Samco Special Opportunities Fund – Direct Growth is ₹10 as of 06 September 2024.
How to redeem Samco Special Opportunities Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Samco Special Opportunities Fund – Direct Growth?
The minimum SIP amount of Samco Special Opportunities Fund – Direct Growth is ₹500
What are the top sectors Samco Special Opportunities Fund – Direct Growth has invested in?
The top sectors Samco Special Opportunities Fund – Direct Growth has invested in are
- Power - 14.8%
- Finance - 14.18%
- Automobiles - 11.21%
- Industrial Products - 8.5%
- Realty - 8.25%
Can I make investments in both the SIP and Lump Sum schemes of Samco Special Opportunities Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Samco Special Opportunities Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Samco Special Opportunities Fund – Direct Growth generated ?
The Samco Special Opportunities Fund – Direct Growth has delivered 1.3% since inception
What is the expense ratio of Samco Special Opportunities Fund – Direct Growth ?
The expense ratio of Samco Special Opportunities Fund – Direct Growth is 0.77 % as of 06 September 2024.
What is the AUM of Samco Special Opportunities Fund – Direct Growth?
The AUM of Samco Special Opportunities Fund – Direct Growth is ₹2,256 Cr as of 06 September 2024
What are the top stock holdings of Samco Special Opportunities Fund – Direct Growth?
The top stock holdings of Samco Special Opportunities Fund – Direct Growth are
- I R F C - 4.85%
- PG Electroplast - 3.48%
- Religare Enterp. - 3.42%
- Dixon Technolog. - 3.31%
- H U D C O - 3.24%
How can I redeem my investments in Samco Special Opportunities Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Samco Special Opportunities Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Samco Special Opportunities Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.