November 6, 2024
mayank
Samco Arbitrage Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Past Performance & Review of NFO Benchmark Index
- Should You Invest in this NFO?
- Invest Online
What is the Samco Arbitrage Fund Open Date, Close Date?
NFO opens on November 11, 2024
NFO will close on November 21, 2024
Invest Stratege for this NFO?
The Scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.
Basic Details
| Fund House | Samco Mutual Fund |
| Issue Open | 11 November 2024 |
| Issue Close | 21 November 2024 |
| Type | Open-ended |
| Category | Hybrid: Arbitrage |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0.25% for redemption within 30 days |
| Riskometer | Low |
| Benchmark | NIFTY 50 Arbitrage TRI |
About Benchmark Index for this NFO?
In equity market arbitrage is a popular strategy used by market participants that involves buying equities and selling equivalent equity futures.
The Nifty 50 Arbitrage Index aims to measure the performance of such arbitrage strategies. The index measures performance of portfolio involving investment in equity and equivalent short position equity futures, short-term debt market investments and cash.
Portfolio Characteristics
| Methodology | Price Returns |
| Launch Date | July 08, 2016 |
| Base Date | April 01, 2010 |
| Base Value | 1000 |
| Calculation Frequency | End of day |
Fund Managers of Samco Arbitrage Fund
1) Dhawal Ghanshyam Dhanani
Education: Mr. Dhawal Dhanani is a B.Com., C.A.
Experience: He started as an equity research analyst at Samco Securities Ltd. He has over 5 years of work experience with more than 2 years capital markets and investment research.
2) Paras Matalia
Education: Mr. Matalia has done B.Com and CA
Experience: Prior to joining Samco Mutual Fund, he has worked with Samco Sec. Ltd, Batliboi & Purohit and Mahajan & Aibara
3) Umeshkumar Mehta
Education: Mr. Mehta is B.Com., C.A.
Experience: Prior to Samco AMC, he headed Samco Group Research Team and managed Public Relations through regular interaction in Business Channels and Print Media.
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Is it good to invest in Samco Arbitrage Fund NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
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