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EquityMulti Cap FundDirect · Growth

Samco Multi Cap Fund - Direct Plan - Growth

Samco · Scheme 152847

8.96 0.45%NAV · 2026-08-05
40
Weak FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
Moderately High
Min SIP
Benchmark
Nifty 500 Multicap 50:25:25 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.47%
3 Months+3.23%
6 Months+2.52%
1 Year-6.67%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch-6.43%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns0
Consistency50
Risk-adjusted16
Downside protection90
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Volatility: 11% annualised
  • Max drawdown: -20%
  • Downside capture: 67% of benchmark falls
  • Direct plan: no distributor commission

What to watch

  • 1Y return: -6.7%
  • 1Y return vs category: -16.3% vs category avg
  • Sharpe ratio: -1.15
  • Sortino ratio: -1.65

Risk metrics

Sharpe ratio
1.15
Sortino ratio
1.65
Volatility
11.02%
Max drawdown
-20.06%
Downside capture
67.10%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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