Samco Special Opportunities Fund Regular Growth
EquityEquity - Other
8.60
0.04(0.47%)
NAV as on 02 Jan, 2026
CAGR
-9.14%
- AUM (Crs.)148.94
- Expense Ratio2.41 %
- Sharpe Ratio / Category Average-
- Standard Deviation / Category Average-
- Beta / Category Average-
- Portfolio Turnover / Category Average424.65 / 93.62
- Top 5 Stocks Wt.23.90
- Top 10 Stocks Wt.39.56
- Top 3 Sectors Wt.72.92
- Investment StyleMid Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryUmeshkumar Mehta, Nirali Bhansali, Komal Grover, Dhawal Dhanani
- Launch Date06 Jun, 2024
- BenchmarkS&P BSE 500
Objective
The investment objective of the scheme is to achieve long-term capital appreciation by investing in a portfolio of securities that are involved in special situations such as restructurings, turnarounds, spin-offs, mergers & acquisitions, new trends, new & emerging sectors, digitization, premiumization, and other special corporate actions. These situations often create mispricings and undervalued opportunities that the fund aims to exploit for potential capital appreciation.
Riskometer
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