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Fund Facts
  • Name of Fund:
    Samco Large Cap
  • Opening:
    5th March 2025
  • Closing:
    19th March 2025
  • Scheme Type:
    Open Ended Equity Large 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 from a diversified portfolio predominantly consisting of equity
and equity related instruments of large cap companies.

  • Benchmark:

  • NIFTY 100

  • Fund Manager:

  • Nirali Bhansali, Dhawal Ghanshyam Dhanani, Umeshkumar Mehta

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
DSP Top 100 Equity Fund -7.89(6M) 16.44(1Y)
Canara Robeco Bluechip Equity Fund -9.30(6M) 11.51(1Y)

Fund Prognosis

Idea Distiller

Large Cap seems to be the theme of the season and this is a very good time to launch a Large Cap fund. So here it is.

  • Fund House AAUM:

  • Rs 275917.81 Lakhs(as on 31st December, 2024)

  • Fund Manager:

  • Combined experience of above 25 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Well nothing much really. How much can you tinker with the category and make leading returns with smaller risks???