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

Samco Special Opportunities Growth Direct Plan

NAV
₹10.0200
+1.62%
(6 Nov)
AUM
206 Cr
TER
0.77%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+65.2%
+64.2%
+58.6%
+54.4%
NA
3Y
+35.7%
+33.4%
+35.4%
+32.9%
NA
5Y
+25.4%
+28.9%
NA
+31.3%
NA
ALL
+12.8%
+18.1%
+30.4%
+18.4%
+0.2%
VOL
20.3%
19.6%
22.7%
18.2%
20.1%
TER
0.7%
0.8%
0.5%
1.2%
0.8%
AUM
₹4,703 Cr
₹1,436 Cr
₹5,896 Cr
₹6,424 Cr
₹206 Cr
INFO
0.63
0.92
1.34
1.01
0.01
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Samco Special Opportunities (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Clearing Corporation Of India Ltd
5.5%
Indian Railway Finance Corp Ltd Ordinary Shares
4.8%
PG Electroplast Ltd
3.5%
Religare Enterprises Ltd
3.4%
Dixon Technologies (India) Ltd
3.3%
Housing & Urban Development Corp Ltd
3.2%
IFCI Ltd
3.2%
Voltas Ltd
3.1%
Kirloskar Oil Engines Ltd
3.0%
Marathon Nextgen Realty Ltd
2.9%
Top industry exposure
Industrials
28.1%
Consumer Cyclical
18.1%
Financial Services
14.7%
Utilities
10.2%
Technology
9.7%
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)
Dhawal Dhanani
Paras Matalia
Umeshkumar Mehta

FAQs