Samco Arbitrage Fund

AMC: SAMCO Moderate Risk Hybrid Arbitrage

📊 Quick Summary Of This Page

Samco Arbitrage Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
1.55%
Expense Ratio
Ms. Nirali Bhansali
Fund Manager
Growth
Plan Type
11 Nov 2024
Launch Date
0.25%
0.25% If the investment is redeemed or switched out on or before 7 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 7 days from the date of allotment of units.
Exit Load
NAV Momentum
Fund Analysis

Samco Arbitrage Fund does not yet have a 5-year performance history.

The average return for Arbitrage funds is 31.17% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 5.62% 5.08%
2 Year Return N/A 10.35%
3 Year Return N/A 16.37%
4 Year Return N/A 23.58%
5 Year Return N/A 31.17%
6 Year Return N/A 39.49%
7 Year Return N/A 49.18%
Expense Ratio 1.55% -
NAV History
Fund Information

AMC: SAMCO

Category: Hybrid • Arbitrage

Launch Date: 11 Nov 2024

Fund Manager: Ms. Nirali Bhansali

Minimum Purchase: ₹5,000

Exit Load: 0.25% If the investment is redeemed or switched out on or before 7 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 7 days from the date of allotment of units.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Samco Arbitrage Fund is managed by SAMCO and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Samco Arbitrage Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Samco Arbitrage Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Samco Arbitrage Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Samco Arbitrage Fund, based on the latest portfolio data.

Samco Arbitrage Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Samco Arbitrage Fund is , which represents the annual cost charged for managing the fund.

Samco Arbitrage Fund manages assets worth approximately , representing the total investor capital under management.

Samco Arbitrage Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Samco Arbitrage Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Samco Arbitrage Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Samco Arbitrage Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Samco Arbitrage Fund and making investment decisions.

Yes, Samco Arbitrage Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Samco Arbitrage Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Samco Arbitrage Fund to estimate returns and wealth creation over different time periods.