Samco Multi Asset Allocation Fund - Regular Plan - Growth

Scheme Objective

The investment objective of the scheme is to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, debt and money market instruments, Exchange Traded Commodity Derivatives / Units of Gold ETFs, Silver ETF & units of REITs/InvITs.

Scheme Details

• Fund manager(s) – Nirali Bhansali , Umeshkumar Mehta , Komal Grover , Dhawal Ghanshyam Dhanani
• Launch date – 24-Dec-2024
• Expense ratio – 2.13% as declared on 31-Oct-2025 (category average is 1.84%)
• Benchmark - 65% Nifty 50 TRI + 20% CRISIL Short Term Bond Index + 10% Domestic Price of Gold + 5% Domestic Price of Silver

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Samco Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Tax Rate

Please check with your Tax Advisor.

Contact Details