EquityLarge & Mid Cap FundDirect · Growth
Samco Large & Mid Cap Fund - Direct Plan - Growth Option
Samco · Scheme 153534
₹9.10▼ 0.11%NAV · 2026-09-18
Weak FundScore
AUM
—
Expense ratio
—
3Y CAGR
—
Risk level
Moderately High
Min SIP
—
Benchmark
Nifty LargeMidcap 250 TRI
Below average · 41/100
Lags peers on our factors — weigh the risks carefully.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 15%.
- ✓Volatility: 12% annualised
- ✓Max drawdown: -15%
- ✓Downside capture: 62% of benchmark falls
📉 What could drag it down
- •Down 5.5% over the last year — currently out of favour.
- •Weak risk-adjusted returns (Sharpe -1.36) — took on risk without enough payoff.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return: -5.5%
- •1Y return vs category: -12.3% vs category avg
FundScore breakdown
41/100 · Weak
Returns
Weak
Consistency
Average
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
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.