SAMCO Mutual Fund Introduces Dynamic Multi Asset Allocation Fund with R.O.T.A.T.E. Strategy
Varahi medai.com online news,India,December 3, 2024: SAMCO Asset Management Private Limited has announced the launch of its New Fund Offer (NFO) for the Multi
Varahi medai.com online news,India,December 3, 2024: SAMCO Asset Management Private Limited has announced the launch of its New Fund Offer (NFO) for the Multi Asset Allocation Fund (MAAF), scheduled to open on December 4, 2024, and close on December 18, 2024.
Designed to optimize returns and manage risks, the fund dynamically allocates investments across equities, gold, and debt/arbitrage using the proprietary R.O.T.A.T.E. strategy.
This innovative strategy allows the fund to rotate between asset classes based on market performance. It focuses on equities during bull markets, shifts to gold when equities underperform but gold is trending upwards, and pivots to debt/arbitrage during down markets, aiming to protect investor wealth and ensure consistent returns.
- Dynamic Asset Allocation: Flexibility to invest 20-80% in equities, 10-70% in debt instruments, and 10-70% in gold and silver ETFs.
- Broader Investment Scope: Can allocate up to 30% to commodity derivatives and 10% to REITs and InvITs.
- Higher Gold Allocation: Allows up to 70% allocation to gold during strong uptrends, compared to traditional funds’ static 10-20% exposure.
- Minimum Investment: ₹5,000.
The fund is managed by a skilled team comprising Mrs. Nirali Bhansali, Mr. Umeshkumar Mehta, and Mr. Dhawal Ghanshyam Dhanani. Their expertise ensures the successful implementation of the R.O.T.A.T.E. strategy, adapting to evolving market conditions for optimal performance.
Viraj Gandhi, CEO of SAMCO Asset Management, highlighted, “The R.O.T.A.T.E. strategy offers unparalleled agility by dynamically reallocating investments based on market trends. This ensures consistent performance while mitigating risks, providing investors with a robust wealth creation opportunity.”
Umeshkumar Mehta, CIO of SAMCO, added, “Our approach recognizes the emotional challenges investors face during market highs and lows. By dynamically adjusting allocations, MAAF delivers a smoother investment experience tailored to market cycles.”
The fund’s benchmark index includes:
- 65% Nifty 50 TRI
- 20% CRISIL Short Term Bond Fund Index
- 10% Domestic Price of Gold
- 5% Domestic Price of Silver
For further details about the SAMCO Multi Asset Allocation Fund and the NFO, visit SAMCO Mutual Funds.
Seize the opportunity to invest dynamically and secure consistent returns with SAMCO’s Multi Asset Allocation Fund!
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