Samco Special Opportunities Fund does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 13.97% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 2.10% | - |
AMC: SAMCO
Category: Equity • Sectoral/Thematic
Launch Date: 17 May 2024
Fund Manager: Ms. Nirali Bhansali
Minimum Purchase: ₹5,000
Exit Load: 1.00% If the investment is redeemed or switched out on or before 365 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 365 days from the date of allotment of units.
Lock-in: 0
Risk: Moderate Risk
Samco Special Opportunities Fund is managed by SAMCO and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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