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Samco Asset Management Pvt Ltd - Fund Manager

Paras Matalia

Paras Matalia

Qualification: B. Com., CA. 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.

Fund Name
Classification
Fund AUM (Cr.)
Samco Active Momentum Fund - Regular (G)
Equity: Sectoral : Thematic
884.59
Samco Dynamic Asset Allocation Fund-Reg (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
634.77
Samco Special Opportunities Fund - Regular (G)
Equity: Sectoral : Thematic
205.12
Samco Dynamic Asset Allocation Fund-Reg (IDCW)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
634.77
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Clearing Corporation of India Ltd15.39%
Religare Enterprises Ltd7.24%
Swan Energy Ltd4.78%
Wockhardt Ltd4.59%
Hindustan Aeronautics Limited2.57%
Fund Name1M3M6M1Y3Y5YSince Inception
Samco Active Momentum Fund - Regular (G)
2.88%
23.29%
16.02%
45.91%
N/A
N/A
44.24%
Samco Dynamic Asset Allocation Fund-Reg (G)
3.31%
16.53%
13.33%
N/A
N/A
N/A
15.6%
Samco Special Opportunities Fund - Regular (G)
-3.17%
N/A
N/A
N/A
N/A
N/A
0.8%
Samco Dynamic Asset Allocation Fund-Reg (IDCW)
3.31%
16.53%
13.44%
N/A
N/A
N/A
15.6%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History