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Samco Special Opportunities Fund Regular Growth

Samco Special Opportunities Fund Regular Growth

Very High Risk
▼ 3.93%All Annualized
-0.55%1D Returns

NAV (15 Oct ’26)

₹8.82

Min SIP Amount

₹250.00

Fund Size (AUM)

₹124.19 Cr

Mutual Fund SIP Calculator

₹
/Month
₹100₹10L
Years
1Y40Y
%
1%30%
% /Year
0%25%

About Samco Special Opportunities Fund Regular Growth

Samco Special Opportunities Fund Regular Growth is a mutual fund scheme from Samco Asset Management Pvt Ltd. The fund was launched on 6 June 2024 and is managed by Nirali Bhansali, Vishal Shinde, Umeshkumar Mehta, and Dhawal Ghanshyam Dhanani. As of 15 October 2026, the fund has an AUM of ₹124.19 Cr and its latest NAV is ₹8.82. The fund has a Very High Risk risk rating.

The fund allows minimum SIP of ₹250 and lumpsum investment starting from ₹5,000.

The fund primarily invests in Industrials, Healthcare, and Technology and its top holdings include Sterlite Technologies Ltd, Religare Enterprises Ltd, MTAR Technologies Ltd, Avalon Technologies Ltd, and INOX India Ltd. The fund has delivered 3.9% returns over the last 1 year and -3.9% annualised returns since inception.

Samco Special Opportunities Fund Regular Growth may be suitable for investors looking for long-term wealth creation and who are comfortable with Very High Risk risk.

Top 10 Holdings

NameValueWeighting
Sterlite Technologies LtdTechnology₹8.07 Cr6.50%
Religare Enterprises LtdFinancial Services₹7.97 Cr6.42%
MTAR Technologies LtdIndustrials₹4.79 Cr3.86%
Avalon Technologies LtdTechnology₹5.05 Cr3.83%
INOX India LtdIndustrials₹5.04 Cr3.82%
Shilpa Medicare LtdHealthcare₹4.41 Cr3.55%
R R Kabel LtdIndustrials₹4.55 Cr3.45%
Lloyds Metals & Energy LtdBasic Materials₹4.37 Cr3.31%
Laurus Labs LtdHealthcare₹4.10 Cr3.30%
Welspun Corp LtdBasic Materials₹4.02 Cr3.24%

Returns & Rankings

Name3 Year4 Year5 Year
Fund returns-5.59%------
Category average--------
Rank--------
cc-incontent-mobile

Fund Management

NB

Nirali Bhansali

Experience: 1.62 Years

VS

Vishal Shinde

Experience: 0.25 Years

UM

Umeshkumar Mehta

Experience: 2.32 Years

DD

Dhawal Ghanshyam Dhanani

Experience: 2.32 Years

Minimum SIP Amount, Expense Ratio & Exit Load

Samco Special Opportunities Fund Regular Growth Overview
Minimum SIP Amount₹250.00
Expense Ratio

3.71%

Inclusive of GST

Exit Load1.00% If the investment is redeemed or switched out on or before 365 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 365 days from the date of allotment of units.

Types of Mutual Funds to Invest in India

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Samco Special Opportunities Fund Regular Growth FAQ's

What are the returns of Samco Special Opportunities Fund Regular Growth?

Samco Special Opportunities Fund Regular Growth has generated 3.9% returns over 1 year as of 15 October 2026.

What is today's NAV of Samco Special Opportunities Fund Regular Growth?

Currently, the Net Asset Value (NAV) of Samco Special Opportunities Fund Regular Growth is ₹8.82, as of 15 October 2026.

What are the ways to invest in Samco Special Opportunities Fund Regular Growth?

You can invest in Samco Special Opportunities Fund Regular Growth through a lumpsum, a monthly SIP and a daily SIP.

What is the minimum SIP investment in Samco Special Opportunities Fund Regular Growth?

The minimum SIP amount for Samco Special Opportunities Fund Regular Growth is ₹500 per instalment.

What is the expense ratio of Samco Special Opportunities Fund Regular Growth?

The expense ratio of Samco Special Opportunities Fund Regular Growth is 3.71%. It represents the annual expenses levied for managing and operating the fund scheme and is deducted from the fund's NAV rather than being charged separately. For example, if you invest ₹5,000, the annual expense is about ₹186.

What is the risk level of Samco Special Opportunities Fund Regular Growth?

As per the fund factsheet published by the fund house, Samco Special Opportunities Fund Regular Growth is considered to carry Very High Risk for its investors.

What are the top holdings of Samco Special Opportunities Fund Regular Growth?

The top holdings of Samco Special Opportunities Fund Regular Growth include Sterlite Technologies Ltd, Religare Enterprises Ltd, MTAR Technologies Ltd, Avalon Technologies Ltd and INOX India Ltd, based on the latest portfolio disclosure. The fund's holdings may change over time depending on the fund manager's investment strategy.

Is there any lock-in period for Samco Special Opportunities Fund Regular Growth?

Samco Special Opportunities Fund Regular Growth has no lock-in period for its investors. Thus, the investors of this fund are free to redeem their investments on any date as per their requirements.

How can I redeem my investments in Samco Special Opportunities Fund Regular Growth?

You can redeem your investment in Samco Special Opportunities Fund Regular Growth on any business day. The exit load is 1.00% If the investment is redeemed or switched out on or before 365 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed or switched out after 365 days from the date of allotment of units..

Who is the fund manager of Samco Special Opportunities Fund Regular Growth?

Samco Special Opportunities Fund Regular Growth is managed by Nirali Bhansali, Vishal Shinde, Umeshkumar Mehta and Dhawal Ghanshyam Dhanani. A fund manager is an experienced finance professional responsible for making investment decisions and managing the fund's portfolio in line with its investment objective.

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Disclaimer

  • Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
  • Paisabazaar Marketing and Consulting Private Limited is an AMFI registered Mutual Fund Distributor - ARN-336712 | ARN Validity period: 08 Aug 2025 to 07 Aug 2028
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