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Fund Facts
  • Name of Fund:
    Samco Special Opportunities
  • Opening:
    17th May 2024
  • Closing:
    31st May 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs.5,000/- and in multiples of Re.1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Not Applicable
  • Exit Road:
    2% of NAV if the investment is redeemed or switched out on or before 365 days from the date of allotment of units.
  • Thereafter:
    Nil

Fund Stats

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 mispricing and undervalued opportunities that the fund aims to exploit for potential capital appreciation.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Paras Matalia, Umeshkumar Mehta, Dhawal Ghanshyam Dhanani

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Aditya Birla Sun Life Special Opportunities Fund 19.97(6M) 41.33(1Y)
Axis Special Situations Fund 22.52(6M) 34.79(1Y)

Fund Prognosis

Idea Distiller

Special opportunities. A special phrase for the MF industry. But does it really work?? Anyhow, the fund house believes it does and therefore the launch.

  • Fund House AAUM:

  • Rs 213765.45 Lakhs(as on 31st March, 2024)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

I have found this segment a difficult one to handle. However there are bright sparks from time to time. Go with it with your own judgement.