myplexus

NFO Monitor

Fund Fact

Name of Funds:

Samco Large Cap

Opening:

5th March 2025

Closing:

19th March 2025

Minimum Investment:

Rs.5,000 and in multiples of ₹1/- thereafter

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment

Fund Stats

Objective:

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio predominantly consisting of equity
and equity related instruments of large cap companies.

Benchmark:

NIFTY 100

Fund Manager:

Nirali Bhansali, Dhawal Ghanshyam Dhanani, Umeshkumar Mehta

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

DSP Top 100 Equity Fund	-7.89(6M)	16.44(1Y)
Canara Robeco Bluechip Equity Fund	-9.30(6M)	11.51(1Y)

Fund Prognosis

Idea Distiller

Large Cap seems to be the theme of the season and this is a very good time to launch a Large Cap fund. So here it is.

Fund House AAUM:
Rs 275917.81 Lakhs(as on 31st December, 2024)
Fund Manager:
Combined experience of above 25 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Well nothing much really. How much can you tinker with the category and make leading returns with smaller risks???

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