Samco Special Opportunities Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Samco Special Opportunities Growth Direct Plan

NAV
₹7.4300
-1.72%
(27 Feb)
AUM
167 Cr
TER
0.91%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+3.2%
-2.5%
-4.4%
-6.7%
NA
3Y
+29.1%
+29.1%
+31.2%
+29.1%
NA
5Y
+29.2%
+24.4%
+23.2%
+22.3%
NA
ALL
+16.6%
+12.1%
+11.1%
+15.7%
-24.4%
VOL
18.2%
21.3%
20.4%
19.8%
21.8%
TER
1.1%
1.1%
0.8%
0.8%
0.9%
AUM
₹7,435 Cr
₹2,341 Cr
₹4,543 Cr
₹1,230 Cr
₹167 Cr
INFO
0.91
0.57
0.54
0.79
-1.12
See fund holdings as of 31st Jan
Top holdings
Greaves Cotton Ltd
3.8%
Religare Enterprises Ltd
3.6%
Wockhardt Ltd
3.3%
Marathon Nextgen Realty Ltd
3.2%
Choice International Ltd
3.2%
GE Vernova T&D India Ltd
3.0%
HealthCare Global Enterprises Ltd
3.0%
360 One Wam Ltd Ordinary Shares
2.9%
Housing & Urban Development Corp Ltd
2.9%
Krishna Institute of Medical Sciences Ltd
2.8%
Top industry exposure
Financial Services
34.5%
Industrials
17.6%
Healthcare
17.0%
Consumer Cyclical
16.3%
Consumer Defensive
7.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 2% for redemption within 365 days
Fund 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 mispricings and undervalued opportunities that the fund aims to exploit for potential capital appreciation.
Fund manager(s)
Nirali Bhansali
Dhawal Dhanani
Umeshkumar Mehta

FAQs