Investment Returns (CAGR)
1 yr.
-4.67%
3 yr.
NA
5 yr.
NA
Since Inception.
11.14%
Fund Size (Rs.)
NA
Exit Load
1% on or before 365D, Nil after 365D
Scheme Type
5
ISIN
INF0K1H01081
Expense Ratio
0.86%
Minimum SIP (Rs.)
-
Launch Date
05 Jul 2023
Fund House
Samco Asset Management Pvt. Ltd.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing stocks showing strong momentum. Momentum stocks are such that exhibit positive price momentum – based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly.However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Size (Rs.)
NA
Benchmark Index
----
Scheme Type
5
ISIN
INF0K1H01081
Expense Ratio
0.86%
Minimum SIP (Rs.)
-
Launch Date
05 Jul 2023
Fund House
Samco Asset Management Pvt. Ltd.
Exit Load
1% on or before 365D, Nil after 365D
1 yr. -4.67%
3 yr.
5 yr.
Since Inception. 11.14%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing stocks showing strong momentum. Momentum stocks are such that exhibit positive price momentum – based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly.However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
