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HybridArbitrage FundDirect · Growth

Samco Arbitrage Fund - Direct Plan - Growth

Samco · Scheme 153090

10.95 0.09%NAV · 2026-08-05
51
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
Low
Min SIP
Benchmark
Nifty 50 Arbitrage Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.83%
3 Months+1.67%
6 Months+2.82%
1 Year+5.49%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+5.56%

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 →

Returns19
Consistency50
Risk-adjusted25
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Volatility: 1% annualised
  • Max drawdown: -0%
  • Direct plan: no distributor commission

What to watch

  • 1Y return: +5.5%
  • 1Y return vs category: -1.3% vs category avg
  • Sharpe ratio: -0.76
  • Sortino ratio: -2.64

Risk metrics

Sharpe ratio
0.76
Sortino ratio
2.64
Volatility
1.26%
Max drawdown
-0.29%
Downside capture

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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