1. Home
  2. Mutual Funds
44803
75945
Samco Special Opportunities Fund - Regular Growth
-6.34
-2.36
-4.06
-0.36
0.49
-8.47
7
1.01
0.49
Samco Special Opportunities Fund - Regular (G)
1.01
1.18
1.02
3.5
6 Months

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

Start Investing
  • NAV

    8.27

    29 Jul 2026

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

  • ₹ 250

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 3.4%

    Expense Ratio

  • NA

     Rating

  • 132 Cr

    Fund Size

  • 2 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 29 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -6.34%
  • -8.47

Scheme Allocation

By Holding By Sector By Asset
8.40%
3.83%
3.82%
3.45%
3.31%
77.19%
View All

Advance Ratio

  • -8.24Alpha
  • 6.73SD
  • 1.25Beta
  • -0.47Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 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.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

The investment objective of the scheme is to achieve long-term capital appreciation by investing in a portfolio of securities that are involved in special situations such as restructurings, turnarounds, spin-offs, mergers & acquisitions, new trends, new & emerging sectors, digitization, premiumization, and other special corporate actions. These situations often create mispricings and undervalued opportunities that the fund aims to exploit for potential capital appreciation. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Managers

Umeshkumar Mehta

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

AMC Contact Details

  • Address :
  • 1003, A Naman Midtown, Sanapati Bapat Marg, Prabhadevi West, Mumbai - 400013
    • Contact :
    • +91022-41708999
    • Email ID :
    • info@samcomf.com

Other Calculators

Frequently Asked Questions

+91
By proceeding, you agree to all T&C*
Didn't receive the code? Resend

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
Resend OTP

By proceeding, you agree to all T&C*

footer_form