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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Umeshkumar Mehta

09 Jun 25 | 12:00 AM

8.67 0.07 (0.81%)

Scheme Info

Investment Details

Have a look at some key information regarding the Mutual fund which helps in evaluating whether the fund suits your investment objectives

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. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Scheme Details

  • Fund Type

    OPEN

  • Inception Date

    17-05-2024

  • AMC Name

    Samco Mutual Fund

  • Minimum Investment

    Rs. 5000

  • Expense Ratio

    2.41

  • Exit Load Comment

    1.00% If the investment is redeemed or switched out on or before 365 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 365 days from the date of allotment of units.