Samco Multi Asset Allocation Fund
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Business Overview
The Samco Multi Asset Allocation Fund is a diversified investment solution designed to cater to the financial goals of Indian investors seeking long-term wealth creation. By allocating funds across multiple asset classes, this fund aims to minimize risk while maximizing returns. It is ideal for both new and seasoned investors looking for a balanced approach to investing.
- Diversified investment across equities, debt, and commodities.
- Aims to reduce risk through multi-asset allocation.
- Suitable for long-term wealth creation.
- Managed by experienced financial professionals.
- Regular monitoring and rebalancing for optimal performance.
Investment Thesis
Samco Multi Asset Allocation Fund stands out due to its strong promoter credibility, which instills investor confidence. The fund is well-positioned to leverage the growing digital services sector, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it an appealing choice for investors seeking long-term gains.
- Strong promoter group with a proven track record enhances credibility.
- Significant growth runway in the digital services sector.
- Attractive valuation compared to industry peers.
- Diversified asset allocation reduces risk while maximizing returns.
- Ideal for investors looking for a balanced growth approach.
Peer Perspective
Samco Multi Asset Allocation Fund trades at a premium compared to peers like HDFC Multi Asset and ICICI Prudential Multi Asset. A rerating could occur if it achieves consistent margin stability and improved growth metrics.
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but P/E is on the higher side.
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7BalanceHighDebt levels are manageable, with adequate reserves and liquidity.
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6GovernanceGoodPromoter holding is strong, but some pledging exists.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.