- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ 7.40 ↓ -1.99%
[as on 27 March, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of Samco Special Opportunities Fund - Regular Plan - Growth and its peers as on 27 March, 2026
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Samco Special Opportunities Fund - Regular Plan - Growth | -13.55% | -1.99% | -1.33% | -10.74% | -12.43% | -4.15% | - | - | - | - |
| SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH | 0.55% | 1.53% | 0.72% | -1.75% | 0.14% | 1.62% | 25.71% | 17.69% | 20.08% | 11.98% |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | -12.73% | -2.24% | -0.96% | -10.63% | -12.2% | -4.03% | 11.57% | 10.03% | 11.14% | 11.59% |
| SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH | -10.65% | -2.07% | -2.18% | -9.57% | -9.95% | -3.66% | 17.67% | 18.43% | 16.97% | 15.43% |
| SBI PSU Fund - REGULAR PLAN -Growth | -2.43% | -1.52% | -2.45% | -10.58% | -0.43% | 10.78% | 31.38% | 26.04% | 18.13% | 14.89% |
| SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH | -13.17% | -2.07% | -1.11% | -8.78% | -13.32% | -9.91% | 10.43% | 14.14% | 12.43% | 13.66% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | - | - | - | - | - | - | - | - | - | -11.2% |
Discrete returns (monthly)
| Month | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 |
|---|
| Returns | 8.11% | 3.69% | 2.3% | -0.11% | -1.49% | 3.36% | -3.03% | -1.04% | -5.84% | -0.73% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|
| Returns | -19.7% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 99.01% |
0.00% (Arbitrage: 0.00%) |
0.00% |
0.00% |
0.99% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|
| Religare Enterprises Limited | RELIGARE (INE621H01010) | Finance | 8.11% |
| Choice International Limited | CHOICEIN (INE102B01014) | Finance | 5.21% |
| Cartrade Tech Limited | CARTRADE (INE290S01011) | Retailing | 4.37% |
| Nippon Life India Asset Management Limited | NAM-INDIA (INE298J01013) | Capital Markets | 3.41% |
| Fortis Healthcare Limited | FORTIS (INE061F01013) | Healthcare Services | 3.17% |
| Eternal Limited | ETERNAL (INE758T01015) | Retailing | 2.96% |
| FSN E-Commerce Ventures Limited | NYKAA (INE388Y01029) | Retailing | 2.93% |
| Allied Blenders And Distillers Limited | ABDL (INE552Z01027) | Beverages | 2.85% |
| Aditya Birla Capital Limited | ABCAPITAL (INE674K01013) | Finance | 2.78% |
| HBL Engineering Limited | HBLENGINE (INE292B01021) | Industrial Products | 2.70% |
| Subros Ltd | SUBROS (INE287B01021) | Industrial Products | 2.64% |
| Thyrocare Technologies Limited | THYROCARE (INE594H01019) | Healthcare Services | 2.63% |
| Avalon Technologies Limited | AVALON (INE0LCL01028) | Electrical Equipment | 2.57% |
| Tilaknagar Industries Limited | TI (INE133E01013) | Beverages | 2.57% |
| JM Financial Limited | JMFINANCIL (INE780C01023) | Finance | 2.50% |
| India Glycols Limited | INDIAGLYCO (INE560A01023) | Beverages | 2.47% |
| HDFC Asset Management Company Limited | HDFCAMC (INE127D01025) | Capital Markets | 2.47% |
| Maharashtra Scooters Limited | MAHSCOOTER (INE288A01013) | Finance | 2.43% |
| Aster DM Healthcare Limited | ASTERDM (INE914M01019) | Healthcare Services | 2.36% |
| Yatharth Hospital And Trauma Care Services Limited | YATHARTH (INE0JO301016) | Healthcare Services | 2.34% |
| Apar Industries Limited | APARINDS (INE372A01015) | Electrical Equipment | 2.32% |
| Astra Microwave Products Limited | ASTRAMICRO (INE386C01029) | Aerospace & Defense | 2.32% |
| Bharat Electronics Limited | BEL (INE263A01024) | Aerospace & Defense | 2.31% |
| Force Motors Limited | FORCEMOT (INE451A01017) | Automobiles | 2.31% |
| Inox India Limited | INOXINDIA (INE616N01034) | Industrial Products | 2.30% |
| TSF Investments Limited | TSFINV (INE202Z01029) | Finance | 2.30% |
| TVS Motor Company Limited | TVSMOTOR (INE494B01023) | Automobiles | 2.23% |
| Diamond Power Infra Limited | DIACABS (INE989C01038) | Electrical Equipment | 2.23% |
| Mahindra & Mahindra Limited | M&M (INE101A01026) | Automobiles | 2.23% |
| Hero MotoCorp Limited | HEROMOTOCO (INE158A01026) | Automobiles | 2.21% |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 2.21% |
| Garden Reach Shipbuilders & Engineers Limited | GRSE (INE382Z01011) | Aerospace & Defense | 2.21% |
| Dr. Lal Path Labs Limited | LALPATHLAB (INE600L01024) | Healthcare Services | 2.20% |
| Eicher Motors Limited | EICHERMOT (INE066A01021) | Automobiles | 2.19% |
| Metropolis Healthcare Limited | METROPOLIS (INE112L01020) | Healthcare Services | 2.12% |
| Aditya Birla Sun Life AMC Limited | ABSLAMC (INE404A01024) | Capital Markets | 1.85% |
Portfolio data is as on date 31 October, 2025
NAV history
Samco Special Opportunities Fund - Regular Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|
| 27 March, 2026 | 7.40 | -1.99% |
| 25 March, 2026 | 7.55 | 2.72% |
| 24 March, 2026 | 7.35 | 2.8% |
| 23 March, 2026 | 7.15 | -4.67% |
| 20 March, 2026 | 7.50 | 0.81% |
| 19 March, 2026 | 7.44 | -3.12% |
| 18 March, 2026 | 7.68 | 1.45% |
| 17 March, 2026 | 7.57 | 1.34% |
| 16 March, 2026 | 7.47 | 0.4% |
| 13 March, 2026 | 7.44 | -3.12% |
| 12 March, 2026 | 7.68 | -0.9% |
| 11 March, 2026 | 7.75 | -1.15% |
| 10 March, 2026 | 7.84 | 1.82% |
| 9 March, 2026 | 7.70 | -2.65% |
| 6 March, 2026 | 7.91 | -0.88% |
| 5 March, 2026 | 7.98 | 1.14% |
| 4 March, 2026 | 7.89 | -3.19% |
| 2 March, 2026 | 8.15 | -1.69% |
| 27 February, 2026 | 8.29 | -1.43% |
| 26 February, 2026 | 8.41 | 0.36% |
| 25 February, 2026 | 8.38 | 0.84% |
| 24 February, 2026 | 8.31 | -0.24% |
| 23 February, 2026 | 8.33 | 0.48% |
| 20 February, 2026 | 8.29 | 0.24% |
| 19 February, 2026 | 8.27 | -1.66% |
| 18 February, 2026 | 8.41 | 0.6% |
| 17 February, 2026 | 8.36 | 0.6% |
| 16 February, 2026 | 8.31 | -0.36% |
| 13 February, 2026 | 8.34 | -1.77% |
| 12 February, 2026 | 8.49 | |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Samco Special Opportunities Fund - Regular Plan - Growth?
The latest NAV of Samco Special Opportunities Fund - Regular Plan - Growth is 7.40 as on 27 March, 2026.
What are YTD (year to date) returns of Samco Special Opportunities Fund - Regular Plan - Growth?
The YTD (year to date) returns of Samco Special Opportunities Fund - Regular Plan - Growth are -13.55% as on 27 March, 2026.
What are 1 year returns of Samco Special Opportunities Fund - Regular Plan - Growth?
The 1 year returns of Samco Special Opportunities Fund - Regular Plan - Growth are -4.15% as on 27 March, 2026.