Samco Dynamic Asset Allocation Fund NFO: Important details unfold

12 Dec 2023 , 12:17 PM

Samco Mutual Fund is launching NFO under its “Hybrid category”, named as quant Commodities Fund. The investment objective of the scheme is to generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments and foreign securities. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk.

Investment strategy: The TRANSFORMER asset allocation model also has built-in trailing stop loss systems to cut risks and equity exposure to minimize drawdown in corrections and bear markets.

Asset allocation: The Scheme will dynamically allocate its net assets to equity and equity related securities and debt instruments.

Who should invest?

Investors with very high risk appetite and want to invest for 5 years to diversify their portfolio in equity and debt instruments in Samco Dynamic Asset Allocation Fund. 

Risk associated: Very high level of risk.

Benchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index.

Fund Managers: Umeshkumar Mehta, Paras Matalia, Abhiroop Mukherjee

The NFO is available for subscription from December 7 to December 21. The schemes will reopen for continuous sale and repurchase within five Business Days from the date of allotment. The fund offers systematic investment solutions like SIP and SWP to create a flexible investment plan. The minimum subscription amount is Rs 5000/- and in multiples of any amount thereafter. 

It offers Regular Plan and Direct Plan. Each plan offers Growth and Income options. Click here to invest in Samco Dynamic Asset Allocation Fund.