Samco Special Opportunities Fund - Regular Plan - Growth
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.
Returns vs benchmark & category
Since inception: +-8.75% CAGR vs benchmark +12.13%.
Where the money is invested
Top holdings
Sector allocation
What if you'd SIP'd here?
@ -8.8% p.a.Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
How this fund manages risk
Other Equity: Thematic-Special-Opportunities funds
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