SAMCO ELSS Tax Saver Fund

SAMCO
ELSS Tax Saver Fund

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Now you can save taxes while also creating wealth by investing in the Samco ELSS Tax Saving Fund.

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TAX SAVING + WEALTH CREATION

Introducing Samco ELSS Tax Saver Fund

Samco ELSS Tax Saver Fund aims to outperform benchmark by investing predominantly in high potential mid sized and small sized companies while you avail tax benefits under Section 80C of the Income Tax Act.

Samco ELSS Tax Saver Fund

(An Open-ended Equity Linked Saving Scheme with a statutory lock in of 3 years and tax benefit)

 

DISCOVER

Why choose Samco ELSS Tax Saver Fund?

ALPHA GENERATION

Differentiated product offering with higher potential to generate alpha due to a predominantly MidCap and SmallCap portfolio.

EFFECTIVE RISK MANAGEMENT

Higher risk and volatility which can efficiently be managed due to a 3-year lock-in.

TAX SAVINGS

Qualifies for Tax Deduction under Section 80C of Income Tax Act. 1961.

CAPITAL GAINS

Long Term Capital Gains of up to ₹ 1 lakh are tax-exempt.

Out of ₹ 150,000 Cr, ₹ 100,000 Cr is in LargeCaps

Even with complete flexibility on market cap allocations, LargeCaps make up 72% (i.e. ₹ 100,000 Cr) of the total AUM (i.e. ₹ 150,000 Cr) of the ELSS category while MidCaps and SmallCaps constitute just 28% of the total.

8% Higher Returns Generated in Nifty MidSmallCap 400

On a rolling returns comparison, a 3-year average rolling return of Nifty MidSmallCap 400 was 48.91%, which is 8% higher than a 3-year average rolling return delivered by Nifty 500, which was 40.92%.

Source: NSE since April 01, 2005. Please note that above indicate 3 years rolling return for NIFTY MidSmallCap 400 and NIFTY 500 index from April 01 2005 till October 13 2022. The above returns are of index and do not indicate returns of any scheme. Past performance may or may not sustain in future. MidCap stocks carry a higher risk of market fluctuations and are also prone to higher liquidity risks than LargeCap stocks. Investments in mutual funds should not be construed as a guarantee of any minimum returns & there is no capital protection guarantee.

Key Highlights of Samco ELSS Tax Saver Fund

Higher potential to generate alpha due to a predominantly MidCap and SmallCap portfolio

Higher risks and volatility which can efficiently be managed due to a 3-year lock-in

Qualifies for Tax Deduction under Section 80C of Income Tax Act, 1961

Over a 3-Year Period, Volatility Smoothens Significantly

While the volatility in MidCaps may be higher in a shorter horizon of 1 year, it definitely smoothes out when these same stocks are held for a longer time horizon of 3 years, making them suitable for an ELSS scheme with 3-year lock-in period.

NFO Period
November 15, 2022 to December 16, 2022
Type of scheme
An Open-ended Equity Linked Saving Scheme with a statutory lock-in of 3 years and tax benefit
Investment Objective
The investment objective of the scheme is to generate long-term capital appreciation through investments made predominantly in equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Asset Allocation Pattern
Instruments Indicative allocations (% of net assets) Risk Profile
Minimum Maximum
Equity and Equity related instruments 80% 100% High to Very High
Debt and Money Market instruments 0% 20% Low to Medium
Equity related instruments shall mean equities, cumulative convertible preference shares and fully convertible debentures and bonds of companies. Investment may also be made in partly convertible issues of debentures and bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures so acquired or subscribed, shall be disinvested within a period of 12 (twelve) months. All investments by the Scheme in equity shares and equity related instruments shall only be made provided such securities are listed or to be listed.
Benchmark Index
Nifty 500 Index TRI
Minimum Application Amount
₹ 500 and in multiples of ₹ 500/- thereafter
Entry Load
Not Applicable
Exit Load
Nil
Fund Manager
Ms.Nirali Bhansali

Ms.Nirali Bhansali

Fund Manager - Equity

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