Samco Special Opportunities Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
Samco Special Opportunities Fund Growth Fund Overview
Min. investment
SIP ₹250 & Lump. ₹5000
AUM (Fund size)
₹126 Cr
Lock In Period
N/A
Expense Ratio
2.47
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.
Benchmark
NIfty 500 Total Return
Summary
Samco Special Opportunities Fund Growth NAV is ₹8.27 as of 2 Jun, 2026. Samco Special Opportunities Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Samco Special Opportunities Fund Growth is ₹250. The AUM of Samco Special Opportunities Fund Growth is ₹126 Cr. The expense ratio of the fund is 2.47%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is 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.. In the last 1M months, Samco Special Opportunities Fund Growth has delivered 1.57% returns.
Samco Special Opportunities Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.57 | -0.98 | 13.35 |
| 6M | -2.88 | 0.58 | 111.48 |
| 1Y | 0.72 | 2.95 | 221.92 |
| 3Y | 0.00 | 8.79 | 353.35 |
Portfolio Analysis
- Equity: 99.44%
- Debt: 0.56%
- Others
As on: 2026-04-30
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About Fund Samco Special Opportunities Fund Growth
Samco Special Opportunities Fund Growth managed by Samco Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹126 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.47. Under the expert guidance of Nirali Bhansali ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Nirali Bhansali
Ms. Nirali Bhansali is a B.E., MBA. She started as a senior analyst at Samco Securities Ltd. and has been the Head of Equity Research. She has over 7 years of work experience with more than 5 years capital markets and investment research.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI Automotive Opportunities Fund Growth | 0 | 5074.99 CR | 1.89 |
| Union Business Cycle Fund Growth | 0 | 507.17 CR | 3.22 |
| Samco Special Opportunities Fund Growth | 0 | 126.17 CR | 2.47 |
| ICICI Prudential PSU Equity Fund Growth | 2 | 1975.03 CR | 2.38 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1138.67 CR | 2.17 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Automotive Opportunities Fund Growth | 21.6795 | 0 |
| This FundUnion Business Cycle Fund Growth | 4.308 | 0 |
| This FundSamco Special Opportunities Fund Growth | 0.7168 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 5.8624 | 95.6132 |
| This FundNippon India Taiwan Equity Fund Growth | 217.5205 | 334.9188 |
Samco Special Opportunities Fund Growth FAQs
Samco Special Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Samco Special Opportunities Fund Growth is 2.47. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Samco Special Opportunities Fund Growth’s fund performance is as follows:
- 1 Month : 1.57%
- 6 Months : -2.88%
- 1 Year : 0.72%
- 3 Years : 0.00%
You can invest in Samco Special Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Samco Special Opportunities Fund Growth is ₹126 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Samco Special Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
