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Samco Special Opportunities Fund Direct growth
Equity • Other • Direct growth
Insufficient fund history to generate its report card
Fund Info
Equity
Other
Direct growth
Launched On
06 Jun 2024
0.9 years ago
Lock-in Period
No lock-in
NAV
as of 25 Apr 2025
₹7.99
-1.722% (-0.10)
AUM
₹139 Cr
Expense ratio
0.91%
Benchmark
Nifty 500
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 365D
1%
If units sold after 365D
0%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Healthcare
Basic Materials
Consumer Defensive
Fund Managers
Dhawal Dhanani
Experience: 3.22 yrs • Total AUM: 8,449 Cr
Nirali Bhansali
Experience: 3.22 yrs • Total AUM: 8,449 Cr
Umeshkumar Mehta
Experience: 1.73 yrs • Total AUM: 8,449 Cr
CAGR
₹1,000 invested for 5 years
Distribution
Market capital
Fund House
Samco
Inc: 04 Feb 2022 • Total AUM: ₹2,518 Cr • Rank #39Samco Mutual Fund, started in 2021, has Samco Securities Ltd as its sponsors. The fund house is headed by Jimeet Modi as the CEO. As of 31 March 2024, it has an AUM of ₹2,206 Cr. It has a customer base of more than 2.5 lakhs.
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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