Description
BSE activates auto switch facility for SAMCO Small Cap Fund NFO, enabling automatic switching from temporary parking schemes to the main fund across Direct and Regular plans.
Summary
BSE has activated the auto switch facility for SAMCO SMALL CAP FUND - NFO on the BSE StAR MF platform. This facility enables automatic switching of investments from temporary parking schemes (SAMCO Overnight Fund and SAMCO Arbitrage Fund) to the main SAMCO Small Cap Fund once the NFO period concludes. The facility covers both Direct and Regular plans with Growth options.
Key Points
- Auto switch facility activated for SAMCO Small Cap Fund NFO
- Four auto-switch routes established covering Direct and Regular plans
- Subscription received schemes include SAMCO Overnight Fund and SAMCO Arbitrage Fund
- Switch-in transactions will be reported under respective SAMCO Small Cap Fund plan categories
- Facility operational on BSE StAR MF platform
Auto Switch Mapping
| Subscription Received Scheme | Switch In Transaction Reporting Scheme |
|---|---|
| SAMCO SMALL CAP FUND - NFO AUTO SWITCH - SAMCO OVERNIGHT FUND-DIRECT GROWTH | SAMCO SMALL CAP FUND - DIRECT GROWTH |
| SAMCO SMALL CAP FUND - NFO AUTO SWITCH - SAMCO OVERNIGHT FUND-REGULAR GROWTH | SAMCO SMALL CAP FUND - REGULAR GROWTH |
| SAMCO SMALL CAP FUND - NFO AUTO SWITCH - SAMCO ARBITRAGE FUND - DIRECT PLAN - GROWTH | SAMCO SMALL CAP FUND - DIRECT PLAN - GROWTH |
| SAMCO SMALL CAP FUND - NFO AUTO SWITCH - SAMCO ARBITRAGE FUND - REGULAR PLAN - GROWTH | SAMCO SMALL CAP FUND - REGULAR PLAN - GROWTH |
Regulatory Changes
No regulatory changes introduced. This is an operational activation notice for a standard NFO auto-switch facility.
Compliance Requirements
No specific compliance requirements for market participants. This is an informational circular regarding the activation of an existing facility for SAMCO Mutual Fund’s NFO processing.
Important Dates
- Circular Date: November 13, 2025
- Auto Switch Facility: Now Active
Impact Assessment
Minimal market impact. This circular affects only investors who subscribed to the SAMCO Small Cap Fund NFO through the auto-switch facility. The activation allows seamless transition of investments from temporary parking schemes to the target fund without requiring manual intervention from investors. This is a routine operational process for NFO completion on the BSE StAR MF platform.
Impact Justification
Operational notice regarding activation of auto-switch facility for a specific mutual fund NFO. Limited to SAMCO fund investors and does not affect broader market operations or compliance requirements.