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Multi Cap📊 NIFTY 500 Multicap 50:25:25 TRI(SEBI default)

Samco Multi Cap Fund · Regular · Growth

Samco Mutual Fund

#32 of 32 (1Y)

NAV

₹8.5800

as of 31 Jul 2026

Expense Ratio

2.40%

AUM

₹243 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-10.53%
3Y
5Y
Since Inception
-8.38%

SIP returns (XIRR)

1Y
-4.88%
3Y
5Y
Since Inception
-5.57%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-0.90

Sharpe Ratio

-0.11

Alpha

0.02

Beta

-0.84

Sortino

11.05%

Std Dev

-20.00%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseSamco Mutual Fund
CategoryMulti Cap
BenchmarkNIFTY 500 Multicap 50:25:25 TRI ✓
Launch Date30 Oct 2024
AMFI Code152848
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Samco Multi Cap Fund · Regular · Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.

About This Fund

Samco Multi Cap Fund · Regular · Growth is a Multi Cap mutual fund offered by Samco Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹243 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 Multicap 50:25:25 TRI. The current expense ratio is 2.40%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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