Samco Special Opportunities Fund NFO: Key details you need to know

24 May 2024 , 01:40 PM

Samco Mutual Fund is launching NFO under its “Thematic Fund”, named as Samco Special Opportunities Fund. The open ended fund aims to generate 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.

Investment strategy: The fund’s strategy encompasses a broad spectrum, including digitization, insider mirror trading, spin-offs, reforms, undervalued holding companies, premiumization, sustainable trends, innovation, organized shifts, and new or emerging sectors. This diversified approach seeks to exploit a range of growth opportunities across different sectors and market conditions.

Asset allocation: The Scheme will invest predominantly in equity scheme that invests in stocks based on special situations theme.

Who should invest?

Investors with very high risk appetite and want to invest in special situations theme should invest in the Samco Special Opportunities Fund for 5 or more years.

Risk associated: Very high level of risk.

Benchmark: NIFTY 500 TRI

Fund Managers: Paras Matalia, Umeshkumar Mehta, Dhawal Ghanshyam Dhanani

The NFO is available for subscription from May 17 to May 31. 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 ₹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 Special Opportunities Fund.