Samco Mutual Fund launches Multi Asset Allocation Fund

If you’re looking for an investment option that reduces the fear of losing money, Samco Mutual Fund’s Multi Asset Allocation Fund (MAAF) could be the answer.

This fund, launched by Samco Asset Management Private Limited, aims to provide returns from four different sources: equity, gold, debt/arbitrage, and other assets.

The new fund offer (NFO) is open now and will close on December 18, 2024.

The fund takes a diversified approach to minimize risk and optimize returns by investing in multiple asset classes.

Flexible Investment Options for All

The scheme is accessible to small investors, with a minimum investment requirement of just ₹5,000.

Its primary goal is to deliver stable returns while protecting investors’ wealth. Here’s how the fund allocates its investments:

Equity: 20% to 80%

Debt Instruments: 10% to 70%

Gold and Silver ETFs: 10% to 70%

Commodity Derivatives: Up to 30%

REIT-InvIT: Up to 10%

This flexible allocation allows investors to benefit from various market conditions and asset categories.

Special Focus on Gold and Market Adaptability

Unlike traditional funds that maintain a static exposure of 10% to 20% in gold, the Samco MAAF can allocate up to 70% in gold during strong market uptrends.

Viraj Gandhi, CEO of Samco Asset Management, stated that the fund uses a dynamic model that adapts to real-time market conditions.

By reallocating assets based on market trends and volatility, the fund seeks to deliver consistent performance.

Resilient in Market Downturns

Samco MAAF is designed to adjust dynamically to changing market cycles driven by macroeconomic factors and investor sentiment.

Umesh Kumar Mehta, Chief Investment Officer at Samco Asset Management, explained that the fund’s strategy helps manage risk

and seize opportunities, ensuring a smoother wealth creation experience.

This feature is particularly useful for investors who struggle with emotional discipline during market fluctuations.

This innovative approach makes Samco MAAF an attractive choice for investors seeking stability and growth in volatile markets.

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