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Fund Facts
  • Name of Fund:
    Samco Multi Asset Allocation
  • Opening:
    4th December 2024
  • Closing:
    18th December 2024
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • Minimum Investment:
    Rs.5,000 and in multiples of ₹1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 12 months from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, debt and money market instruments, Exchange Traded Commodity Derivatives / Units of Gold ETFs, Silver ETF & units of REITs/InvITs.

  • Benchmark:

  • NIFTY 50

  • Fund Manager:

  • Nirali Bhansali, Umeshkumar Mehta, Dhawal Ghanshyam Dhanani

Asset Allocation

20-80% Equity
10-80% Money Market
Comparable existing schemes
Axis Multi Asset Allocation Fund 5.53(6M) 17.68(1Y)
ICICI Prudential Multi-Asset Fund 3.14(6M) 17.75(1Y)

Fund Prognosis

Idea Distiller

Investing across categories and themes in a single fund is a very popular theme these days.

  • Fund House AAUM:

  • Rs 254808.79 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Combined experience of above 25 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The various asset classes have matured well enough to accommodate so many of these schemes. For a risk averse investor who wants to migrate higher than deposits.