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Why So?

Bank deposits are preferred way of investment for Indians households - single reason being deep sense of safety and security about the money being available when the need arises, especially during bad times.

Fear of Losing Money

Prime reason to NOT invest in mutual funds.

Bank Deposits have a lion’s share

Even when we compare MF AUM as percentage of Bank deposits, it stands at ~ 24%.

To put it in context, total MF AUM is around ₹48 Lakh crores whereas the deposits in bank weighs around ₹200 Lakh crores.

This when compared to a developed countries is way lower where majority of investments are through mutual funds.

BANK DEPOSITS TAKES THE LION’S SHARE for majority of the Indian household.

Why Samco DAAF?

Momentum Trend following system

Only stay in the equities when the markets are trending upside.

Drawdown Protection

Limited drawdown during bear markets.

Dynamic in nature

A hybrid fund that can transform in to 100% Net Equity & 0% Debt or 100% Debt or 0% Equity

Real Time Allocation Model

Allows quick re-allocation to Debt from Equity Model doesn’t wait for quarterly rebalancing cycles.

Stop Loss Model

Quickly cuts equity exposure, risks and protects downside in tough times.

Why Samco DAAF?

Scheme Features

Benchmark

NIFTY Hybrid Composite Debt 50:50 Index

Minimum Sip Amount

₹500

Options

Growth,

IDCW - Reinvestment

IDCW - Payout, IDCW - Transfer

Minimum-Application

₹500

Plans

Direct & Regular

Exit & Load

No Exit load for up to 25% Units 1% for remaining units on or before 1 Year Nil after 1 Year

Product Label & Risk-o-meter

Samco Dynamic Asset Allocation Fund

(An open-ended dynamic asset allocation fund)

Risk-o-meter

Investors understand that their principal will be at very high risk

This product is suitable for investors who are seeking* :

Capital Appreciation & Income Generation over medium to long term;

Investment in a dynamically managed portfolio of equity & equity related instruments and debt & money market securities

Investors should consult their financial advisers if in about whether the product is suitable for them;

(It may be noted that risk-o-meter of the Scheme specified above is based on the scheme characteristics and may vary post NFO, when the actual investments are made. The same shall be updated in accordance with provisions of SEBI circular dated October 5, 2020 on Product labelling in mutual fund schemes on ongoing basis)

Why So?

Bank Deposits have a lion’s share

Why Samco DAAF?

Momentum Trend following system

Drawdown Protection

Dynamic in nature

Real Time Allocation Model

Stop Loss Model

Why Samco DAAF?

Drawdowns in Samco DAAF model much lower than NIFTY 50 TRI

Samco DAAF Model : back tested vs benchmark

Scheme Features

Benchmark

Minimum Sip Amount

Options

Minimum-Application

Plans

Exit & Load

Product Label & Risk-o-meter

Samco Dynamic Asset Allocation Fund

(An open-ended dynamic asset allocation fund)

This product is suitable for investors who are seeking* :

Capital Appreciation & Income Generation over medium to long term;

Investment in a dynamically managed portfolio of equity & equity related instruments and debt & money market securities

Shan Wealth Pvt Ltd

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