NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.97
-1.09%
NAV as on 07 Sep 24, 12:00 AM
very high risk
equity other
equity
NAV as on 07 Sep 24, 12:00 AM
very high risk
equity other
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
1.20%p.a.
Since Inception
About Samco Special Opportunities Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Samco Special Opportunities Fund Growth scheme from Samco Asset Management Pvt Ltd. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Jun 2024, Samco Special Opportunities Fund Growth is Equity - Other fund of its category with 205.12 Cr fund under management as on Sep 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- Samco Special Opportunities Fund Growth delivered 0.0% annual returns during the last year. It has delivered 1.2% average annual returns since the fund was launched.
- Samco Special Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to achieve long-term capital appreciation by investing in a portfolio of securities that are involved in special situations such as restructurings, turnarounds, spin-offs, mergers & acquisitions, new trends, new & emerging sectors, digitization, premiumization, and other special corporate actions. These situations often create mispricings and undervalued opportunities that the fund aims to exploit for potential capital appreciation.
Top 10 Holdings
Indian Railway Finance Corp Ltd Ordinary Shares
3.97%
IFCI Ltd
3.60%
Housing & Urban Development Corp Ltd
3.53%
Rail Vikas Nigam Ltd
3.49%
Techno Electric & Engineering Co Ltd
3.33%
Aditya Birla Fashion and Retail Ltd
3.09%
Religare Enterprises Ltd
3.08%
Kirloskar Brothers Ltd
2.97%
Marathon Nextgen Realty Ltd
2.96%
Cummins India Ltd
2.82%
Fund Managers
- Dhawal Dhanani (Jun 2024 - Present)
- Paras Matalia (Jun 2024 - Present)
- Umeshkumar Mehta (Jun 2024 - Present)
Key Information
View Scheme Document
Samco Special Opportunities Fund Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Samco Special Opportunities Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Samco Special Opportunities Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Samco Special Opportunities Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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