Small Cap Funds – Benefits, Performance, and more
Most people avoid investing in small cap funds because they have a reputation of being extremely high-risk. But what people don’t realise is that most large and mid-cap companies started out as small cap companies. No company becomes a large-cap company overnight. They all start at the small-cap stage. This article will help you get a better perspective on small cap funds before you start investing in them. In this article you will learn: - What are Small Cap Funds? - Benefits of Small Cap Fu
How is Samco Flexicap Fund Different?
The one term that defines Samco Mutual Fund perfectly is Anomaly, which refers to something that deviates from what is standard, normal or expected. When Samco Mutual Fund was conceptualised, we weren’t interested in doing what our predecessors had already done. We weren’t interested in following the herd or maintaining the status quo. We wanted to stand out. For even at the inception stage, we knew that our mutual fund offerings would bring about a revolution in the Indian mutual fund space. A
Top 5 Reasons to Invest in Samco Flexi Cap Fund
As a retail Indian mutual fund investor, we can feel your pain and angst. You are at the receiving end of fund managers who claim to be different and more active than the rest. But these tall claims evaporate into thin air, the moment you look at the fund’s holdings and performance. Most actively managed mutual funds have struggled to beat their benchmark index in the last few years. Case in point, the biggest large-cap mutual fund in India with an asset under management (AUM) of a whopping Rs
E3 Strategy to Create Wealth with Samco Flexi Cap Fund
What can an entrepreneur do to increase the profitability of the business? In our view, there are two most feasible and obvious things that an entrepreneur can try and attain: 1. Increase the sales, and or 2. Reduce the expenses Everything else being constant, if a company can increase its sale, then it could generate higher profitability. Besides this, the company may even try and reduce its expenses to increase profitability. So, if the owner can carry out either of these two things, the
Maintaining Efficient Portfolio Turnover
The 3rd Leg of the 3E strategy is Maintaining efficient portfolio turnover and cost. Many investors are unaware of precisely how much they are being charged for their investment activity, so let’s have a look at the costs the average investor might incur. Investors believe that the total expense ratio is the only cost that is incurred by them as a part of their investments. But there is also a hidden cost that is not disclosed in any of these figures: the cost of dealing within the fund. When
Buying companies at Efficient Prices
The 2nd leg of our 3E strategy is buying efficient companies at an Efficient Price. Even for the highest quality companies, there will be a valuation at which they are no longer attractive investments which is why it's important that we don't end up paying inefficient prices for our wonderful HexaShield-tested efficient businesses. We understand that our universe of companies will always be more expensive than the rest of the market and we are willing to pay that premium for the quality but we
Buying Efficient Companies
The 1st Leg of the 3E strategy is Buying efficient companies Our strategy endeavours to invest in only the most efficient HexaShiled-tested companies. Samco's HexaShield-tested framework strictly defines and quantifies the definition of a high-quality business. Our investable universe is restricted to a limited set of ~125 businesses from India and the Globe that pass our stringent quality tests and we will construct a portfolio of 25 stocks from this universe. What is an efficient HexaShield-
