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

Samco Multi Cap Fund - Regular Plan - Growth

Samco Mutual Fund

#31 of 31 (1Y)

₹8.5000

0.12 (-1.39%)

NAV as of 29 May 2026

Option:Growth₹8.5000Growth₹8.7200

Today's NAV — all variants

Regular · Growth

₹₹8.5000

0.12 (-1.39%)

29 May 2026

AMFI: 152848

Direct · Growth

₹₹8.7200

0.11 (-1.25%)

29 May 2026

AMFI: 152847

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.59%
1 Month-1.19%
3 Months-3.50%
6 Months-10.01%
1 Year-11.27%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Oct 2024)-11.56%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-13.53%
3 Year SIP
5 Year SIP
Since Inception (Oct 2024)-11.19%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹9,500

Invested

₹8,898

Value today

-7.7%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹850

Value today

-9.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹5,65,188

Value today

+10.8%

vs lumpsum

STP beat direct lumpsum by 10.8% — reduced timing risk paid off

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 1 years

Expense ratio drag on your actual returns

Direct plan

₹6,239

Regular plan

₹6,179

Direct earns ₹60 more on a ₹6K investment1.00% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseSamco Mutual Fund
CategoryMulti Cap
Plan Typeregular
Optiongrowth
AUM₹263 Cr
Expense Ratio2.40%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 Multicap 50:25:25 TRI ✓
Launch Date30 Oct 2024
AMFI Code152848

Risk Metrics

Trailing 1 year, annualised

-1.60

Sharpe Ratio

-0.18

Alpha

0.28

Beta

-1.41

Sortino

10.46%

Std Dev

-21.58%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

Samco Multi Cap Fund - Regular Plan - 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 Plan - 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 ₹263 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