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Fund Facts
  • Name of Fund:
    Samco Multi Cap
  • Opening:
    10th October 2024
  • Closing:
    24th October 2024
  • Scheme Type:
    Open Ended Equity Multi Cap Fund
  • Minimum Investment:
    Rs.5,000 and in multiples of ₹1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of equity and equity related securities
of large cap, midcap and small cap companies.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Paras Matalia, Dhawal Ghanshyam Dhanani, Umeshkumar Mehta

Asset Allocation

25-50% Equity
upto 25% Money Market
Comparable existing schemes
Baroda BNP Paribas Multi Cap Fund 20.09(6M) 47.19(1Y)
ICICI Prudential Multicap Fund 17.90(6M) 42.15(1Y)

Fund Prognosis

Idea Distiller

It is the walk that all new houses need to do. And this is no different.

  • Fund House AAUM:

  • Rs 254808.79 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Combined experience of above 29 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Well there are so many similar ones in the industry that its almost an index type. Will be interesting to see what the fund manager does different.