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 142.55 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 High & - respectively.

The top holdings of the fund include Religare Enterprises, Aditya Birla Capital, Force Motors & Allied Blenders and Distillers.

The major sectors where the fund is invested are Healthcare Facilities, Regional Banks, Investment Services & Auto & Truck Manufacturers.

Some of the similar funds are Nippon India Quant Fund - Growth, Mirae Asset Nifty India Manufacturing ETF Fund of Fund Regular Growth, Groww Nifty EV & New Age Automotive ETF FoF Regular Growth, Motilal Oswal Quant Fund Regular Growth, Samco Special Opportunities Fund Regular Growth. Samco Special Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.