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EquityLarge Cap FundDirect · Growth

Samco Large Cap Fund - Direct Plan - Growth Option

Samco · Scheme 153239

9.22 0.00%NAV · 2026-08-05
42
Weak FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
Moderately High
Min SIP
Benchmark
Nifty 100 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.33%
3 Months-2.02%
6 Months-0.32%
1 Year-6.40%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch-5.76%

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-adjusted17
Downside protection99
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Volatility: 11% annualised
  • Max drawdown: -13%
  • Downside capture: 66% of benchmark falls
  • Direct plan: no distributor commission

What to watch

  • 1Y return: -6.4%
  • 1Y return vs category: -9.7% vs category avg
  • Sharpe ratio: -1.09
  • Sortino ratio: -1.40

Risk metrics

Sharpe ratio
1.09
Sortino ratio
1.40
Volatility
10.99%
Max drawdown
-12.60%
Downside capture
66.40%

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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