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· NFO Opens on 04-12-2024 and Closes on 18-12-2024
· Unique fund with ability to dynamically rotate across Equity, Gold, and Debt/Arbitrage modes
Bengaluru – December 2, 2024 – SAMCO Asset Management Private Limited today announced the New Fund Offer (NFO) of Multi Asset Allocation Fund (MAAF), which opens on 4th December, 2024 and closes on 18th December, 2024. The fund which strategically shifts allocations between equities, Gold, and debt/arbitrage to optimize returns and mitigate risk. The scheme has a minimum application amount of ₹5,000. Powered by the proprietary R.O.T.A.T.E. strategy, the fund has an ability to rotate predominantly into Equity mode when equities are in a bull market, in to gold mode when equities take a back seat but Gold is outperforming and into Debt / Arbitrage mode when both equities and Gold are falling thus striving to deliver stable returns and protect investor wealth.
Offering unparalleled flexibility in asset allocation, this fund provides a truly dynamic approach to investing across categories with the ability to allocate between 20-80% to equities, 10-70% to debt instruments, and 10-70% to gold and silver ETFs. It can also invest up to 30% in commodity derivatives and upto 10% in REITs and InvITs. While traditional investment funds often maintain an Industry static exposure to Gold and other commodities, typically ranging from 10% to 20%, SAMCO’s Multi Asset Allocation Fund allows for a significant allocation of up to 70% to Gold during periods of strong uptrends.
Commenting on the launch, Viraj Gandhi, CEO of SAMCO Asset Management Private Limited, said, “At SAMCO, we believe in the power of dynamic investing. Our Fund is based on the unique R.O.T.A.T.E. model designed to adapt to real-time market conditions, unlike traditional static allocation strategies. By reallocating across asset classes based on market trends and volatility, we aim to deliver consistent performance—maximizing opportunities in uptrends while safeguarding investors during downturns. This agility is key to navigating today’s ever-evolving market landscape.”
The fund will be jointly managed by a seasoned team of investment professionals, including Mrs. Nirali Bhansali, Mr. Umeshkumar Mehta, and Mr. Dhawal Ghanshyam Dhanani. Their collective expertise and strategic approach will be instrumental in implementing the fund’s innovative R.O.T.A.T.E. strategy, ensuring a dynamic and responsive investment approach.
Mr. Umeshkumar Mehta, Chief Investment Officer (CIO) of SAMCO Asset Management Private Limited, added, “Market cycles are driven by macroeconomic shifts and changing sentiment. Samco MAAF dynamically adjusts allocations to manage risk and capture opportunities, thereby offering a smoother wealth creation experience. This strategy is particularly beneficial for investors who may find it challenging to maintain emotional discipline during market peaks and troughs.”
The fund will track a benchmark index comprising 65% Nifty 50 TRI, 20% CRISIL Short Term Bond Fund Index, 10% Domestic Price of Gold, and 5% Domestic Price of Silver. For more information about the SAMCO Multi Asset Allocation Fund and the NFO, please visit our website at https://www.samcomf.com/mutual-funds/samco-multi-asset-allocation-fund-direct-growth/madgg
