Lock-in
3 Years
Min One Time Amount
₹500
Min Withdrawal Amount
₹-
Min SIP Amount
₹500
Min Additional Amount
₹500
Exit Load
Nil
Age
7 years 11 months (Since Dec 28, 2017)
Return since Launch
11.16%
Expense ratio
0.85%
Type
OPEN
AUM (Fund Size)
₹53.03
Risk Grade
Very High
Benchmark
Nifty 500 TRI
Name:
Paras Matalia
Experience:
Paras Matalia has an experience of nearly 6 years in capital markets. He is the Head of Equity Research for Samco Mutual Fund where he has played pivotal role in analysing investments and construction of the fund portfolio. He has been crucial in the creation of the proprietary HexaShield framework which does periodic scenario analysis on fundamentals of thousands of companies across the globe. Being techsavvy he has a strong understanding of how to leverage technology to improve the investment and portfolio management prowess. He started his career as an equity research analyst for creating Stock Basket portfolios (A long-term thematic research and investment platform) and then went on to Head the Stock Basket business unit. He was also a key member in developing the stock rating matrix and MosDex algorithms (that rates and ranks Indian listed stocks) with Samco Securities. He is an expert on fundamental analysis. He is also passionate about understanding business strategies and creating algorithms to identify price patterns. He is a qualified Chartered Accountant, has cleared 2 levels of CFA (US) and has done his bachelor's from R. A. Podar College of Commerce and Economics.
HDFC Bank Ltd
7.74%ICICI Bank Ltd
5.32%State Bank of India
2.12%Axis Bank Ltd
1.81%Kotak Mahindra Bank Ltd
1.48%Indian Bank
0.56%Your investment will be at Very High Risk
| Rank (total assets) | #41 in India |
|---|---|
| Total AUM | ₹2,840.12Cr |
| Date of Incorporation | 10 Apr 2008 |
|---|
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 5.44% | 4.84% | 3.12% | 1.52% |
| Category average | 7.03% | 5.53% | 3.90% | - |
| Rank within category | 37 | 35 | 38 | - |

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