EquitySectoral/ ThematicDirect · Growth
Samco Special Opportunities Fund - Direct Plan - Growth
Samco · Scheme 152586
₹9.23▲ 1.32%NAV · 2026-09-18
Weak FundScore
AUM
₹122 cr
Expense ratio
2.24%
3Y CAGR
—
Risk level
Very High
Min SIP
₹250
Benchmark
Nifty 500 TRI
Fund manager: Dhawal Ghanshyam DhananiExit load: Exit load of 1%, if redeemed within 365 days.
Below average · 18/100
Lags peers on our factors — weigh the risks carefully.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Direct plan: no distributor commission
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe -0.51) — took on risk without enough payoff.
- •Pricey — 2.24% expense ratio quietly eats into long-term returns.
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return: +2.0%
- •1Y return vs category: -5.9% vs category avg
FundScore breakdown
18/100 · Weak
Returns
Weak
Consistency
Average
Risk-adjusted
Weak
Downside protection
Weak
Cost efficiency
Weak
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.