Samco Flexi Cap Fund (An open-ended dynamic equity scheme investing across large-cap, mid-cap, small-cap stocks)

Samco Flexi Cap Fund NFO Opened on 17th Jan 2022 and will close on 31st Jan 2022.

About Samco Flexi Cap Fund:

Samco Flexi Cap Fund will invest in 25 stress-tested efficient companies from India & across the globe at an efficient price, maintaining an efficient portfolio turnover & cost to generate a superior risk-adjusted return for investors over the long term.

Key highlights of the scheme:

  • Fund will invest in 25 Stress-tested efficient Indian and global companies
  • 65% Indian Equity, 35% global equities
  • Fund portfolio with high active share (>80%)
  • Equity fund, no derivatives & no hedging
  • Investing in high growth Indian and global businesses

Samco Flexi Fund Scheme Features

NFO period
January 17, 2022 to January 31, 2022
Type of scheme
An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks
Plans
Regular Plan - Growth & Direct Plan - Growth
Minimum Application Amount of scheme
₹ 5000 and in multiples of ₹ 1/- thereafter
Minimum Additional Application Amount
₹ 500 and in multiples of ₹ 1/- thereafter
Minimum SIP Amount
₹ 500 and in multiples of ₹ 1/- thereafter
Entry Load
Not applicable
Exit Load
  • 2.00% if the investment is redeemed or switched out on or before 365 days from the date of allotment of units
  • 1.00% if the investment is redeemed or switched out after 365 days but on or before 730 days from the date of allotment of units.
  • No Exit Load will be charged if the investment is redeemed or switched out after 730 days from the date of allotment of units.
Fund Manager

Mrs. Nirali Bhansali

Fund Manager - Equity

Mr. Dhawal Dhanani

Dedicated Fund Manager for overseas investments

Benchmark Index
Nifty 500 Index TRI

Riskometer

Riskometer

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