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Samco MF Introduces Samco Special Opportunities Fund: Leveraging Disruption for Potential Growth

NFO Opens on May 17, 2024 and closes on May 31, 2024

SAMCO Special Opportunities Fund is built on a proprietary DISRUPTION model which has 10 distinct sub-strategies, each designed to uncover special situations across various themes

Mumbai, India – May 15, 2024 – SAMCO Asset Management Private Limited, a distinguished investment management firm, is thrilled to announce the launch of the Special Opportunities Fund (SOF). This unique fund is designed to capitalise on identifying the market opportunities, aiming for long-term capital growth through undervalued or overlooked opportunities.

Samco Mutual Fund’s special opportunities fund is built on a DISRUPTION strategy which has 10 distinct sub-strategies as Digitization, Insider Mirror Trading, Spin offs & Corporate Actions, Reforms-Regulatory, government, Undervalued Holding Companies, Premiumisation, Trends Sustainable, Innovation and Technological Disruption, Organised Shift, New & Emerging Sectors.

10 sub-strategies in this model enable systematic approach to generate a diverse range of investment ideas, leveraging disruption and special situations to seek out potential growth and value for investors. Dynamic Flexibility is a key feature of the fund, allowing it to pivot seamlessly across sectors and themes, ensuring it remains poised to capture emerging trends and capitalize on evolving market dynamics.

Viraj Gandhi, CEO of Samco Mutual Fund said, “At SAMCO Mutual Fund, our mission is to empower investors with cutting-edge and reliable financial solutions. Dynamism and adaptability are at the core of the Samco Special Opportunities Fund. Our fund exemplifies dynamic flexibility, crucial for navigating the ever-changing landscape of sectors and themes in the investment world.”

The SAMCO SOF is designed to be universe agnostic, meaning it does not limit its investment scope to companies of a specific market capitalization. This strategy allows the fund to explore and capitalize on special situations across the entire market spectrum, from large-cap to micro-cap companies. By not confining itself to a particular segment, the fund is able to pursue a wide range of investment opportunities wherever they may arise, enhancing its potential for capital appreciation by tapping into diverse and sometimes under-explored areas of the market.

“Tax efficiency is another cornerstone of the Samco Special Opportunities Fund,” adds Umeshkumar Mehta, CIO of Samco Mutual Fund. “By managing thematic investments internally, we aim to prevent the tax implications associated with the frequent buying and selling of different thematic funds by investors. This approach minimizes additional tax burdens, potentially enhancing overall returns by avoiding the tax drag that can occur with individual transactions in thematic funds.

Additionally, the fund offers a diversification advantage by spreading investments across various sectors and themes, mitigating the risk associated with investing in specific thematic or sectoral funds. This approach ensures a broader exposure to potential growth opportunities, reducing the risk concentration and offering a balanced investment portfolio, which is crucial for managing and diversifying investment risk effectively.

Salient Features:

The SAMCO SOF’s New Fund Offering (NFO), commences on May 17, 2024, and concludes on May 31, 2024.

For more information about the SAMCO Special Opportunities Fund and the NFO, please visit our website at https://www.samcomf.com/mutual-funds/samco-special-opportunities-fund-direct-growth/sodgg

About Samco Asset Management Pvt Ltd Samco Asset Management Pvt Ltd  (https://www.samcomf.com) is the asset manager to the Samco Mutual Fund having SEBI registration No MF-077/21/03 having its registered office at 1003-A, 10th Floor, Naman Midtown, Senapati Bapat Marg, Prabhadevi (W), Mumbai 4000013. Samco Mutual Fund has around 80000+ investors spread across 4000 cities and towns in India. With a customer-centric approach and a team of seasoned professionals, SAMCO Asset Management aims to deliver consistent, long-term value to its clients.

Details about the Sponsor, SAMCO Securities Limited, https://www.samco.in/ is a wealth-tech start-up headquartered in Mumbai, which is one of India’s fastest-growing companies in the Discount Broking Industry.  The company aims to solve problems at an extremely affordable cost for its customers who actively trade or invest in the Indian capital markets using algorithms, data science, and artificial intelligence.


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