Samco Arbitrage Fund Direct Growth

Samco Arbitrage Fund Direct Growth is a hybrid fund. This fund was started on 29 November, 2024. The fund is managed by . This fund gives you the benefit of diversification.

1. Samco Arbitrage Fund Direct Growth has ₹17 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.4.
   

Samco Arbitrage Fund Direct Growth has given a CAGR return of 0.40% since inception.

Samco Arbitrage Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Energy, Financial Services, Consumer Cyclical, Utilities, Consumer Defensive.

As it is a arbitrage fund mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The investment objective of the Scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Samco Arbitrage Fund Direct Growth has no lock in period.