Samco Special Opportunities Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

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.

The Samco Special Opportunities Fund Regular Growth has an AUM of 138.76 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.41%. The minimum investment in Samco Special Opportunities Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are - & - respectively.

The top holdings of the fund include Net Receivables / (Payables), Clearing Corporation Of India Ltd, Religare Enterprises & Choice International.

The major sectors where the fund is invested are Investment Services, Healthcare Facilities, Chemical Manufacturing & Beverages (Alcoholic).

Some of the similar funds are SBI Equity Minimum Variance Fund Regular Growth, ICICI Prudential Quant Fund Regular Growth, Shriram Multi Sector Rotation Fund Regular Growth, Samco Special Opportunities Fund Regular Growth, Motilal Oswal Quant Fund Regular Growth. Samco Special Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.