- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -1.08%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Samco Special Opportunities Fund - Regular Plan - Growth and its peers as on 11 June, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Samco Special Opportunities Fund - Regular Plan - Growth | -3.97% | -1.08% | -2.72% | -0.6% | 6.06% | -4.86% | - | - | - | - |
| SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH | 11.19% | -0.35% | 1.96% | 2.33% | 9.07% | 9.9% | 24.85% | 15.44% | 22.97% | 13.29% |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | -8.13% | -0.55% | -0.69% | -1.73% | -0.2% | -5.65% | 9.57% | 9.22% | 11.07% | 11.5% |
| SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH | -1.68% | -1.06% | -3.1% | -3.79% | 5.24% | -2.86% | 16.75% | 17.48% | 17.29% | 15.06% |
| SBI PSU Fund - REGULAR PLAN -Growth | 0.22% | -0.7% | -1.87% | -2.86% | -3.02% | 4.36% | 28.14% | 22.04% | 18.1% | 14.77% |
| SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH | -10.45% | -0.77% | -1% | -4.57% | -1.03% | -11.06% | 7.07% | 11.95% | 13.4% | 13.37% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | -11.2% |
Discrete returns (monthly)
| Month | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.11% | -1.49% | 3.36% | -3.03% | -1.04% | -5.84% | -0.73% | -13.75% | 11.53% | 0.61% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -12.28% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 99.27% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 0.73% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| Religare Enterprises Limited | RELIGARE (INE621H01010) | Finance | 9.37% |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 3.13% |
| TVS Motor Company Limited | TVSMOTOR (INE494B01023) | Automobiles | 3.03% |
| Indian Bank | INDIANB (INE562A01011) | Banks | 3.01% |
| City Union Bank Limited | CUB (INE491A01021) | Banks | 2.96% |
| State Bank of India | SBIN (INE062A01020) | Banks | 2.96% |
| The Federal Bank Limited | FEDERALBNK (INE171A01029) | Banks | 2.88% |
| Hero MotoCorp Limited | HEROMOTOCO (INE158A01026) | Automobiles | 2.86% |
| Gujarat Mineral Development Corporation Limited | GMDCLTD (INE131A01031) | Minerals & Mining | 2.81% |
| PTC Industries Limited | PTCIL (INE596F01018) | Industrial Products | 2.78% |
| Lloyds Metals And Energy Limited | LLOYDSME (INE281B01032) | Minerals & Mining | 2.74% |
| Inox India Limited | INOXINDIA (INE616N01034) | Industrial Products | 2.70% |
| NMDC Limited | NMDC (INE584A01023) | Minerals & Mining | 2.68% |
| Eicher Motors Limited | EICHERMOT (INE066A01021) | Automobiles | 2.67% |
| Bharat Petroleum Corporation Limited | BPCL (INE029A01011) | Petroleum Products | 2.62% |
| SBI Life Insurance Company Limited | SBILIFE (INE123W01016) | Insurance | 2.59% |
| Mahindra & Mahindra Financial Services Limited | M&MFIN (INE774D01024) | Finance | 2.58% |
| L&T Finance Limited | LTF (INE498L01015) | Finance | 2.57% |
| HEG Limited | HEG (INE545A01024) | Industrial Products | 2.49% |
| Steel Authority of India Limited | SAIL (INE114A01011) | Ferrous Metals | 2.41% |
| Indian Oil Corporation Limited | IOC (INE242A01010) | Petroleum Products | 2.41% |
| Mangalore Refinery and Petrochemicals Limited | MRPL (INE103A01014) | Petroleum Products | 2.40% |
| Jindal Steel Limited | JINDALSTEL (INE749A01030) | Ferrous Metals | 2.39% |
| Canara Bank | CANBK (INE476A01022) | Banks | 2.35% |
| Karur Vysya Bank Limited | KARURVYSYA (INE036D01028) | Banks | 2.34% |
| AU Small Finance Bank Limited | AUBANK (INE949L01017) | Banks | 2.34% |
| Ujjivan Small Finance Bank Limited | UJJIVANSFB (INE551W01018) | Banks | 2.30% |
| KRN Heat Exchanger And Refrigeration Limited | KRN (INE0Q3J01015) | Industrial Products | 2.29% |
| Graphite India Limited | GRAPHITE (INE371A01025) | Industrial Products | 2.27% |
| R R Kabel Limited | RRKABEL (INE777K01022) | Industrial Products | 2.19% |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 2.18% |
| Vesuvius India Limited | VESUVIUS (INE386A01023) | Industrial Products | 2.13% |
| KEI Industries Limited | KEI (INE878B01027) | Industrial Products | 2.09% |
| Polycab India Limited | POLYCAB (INE455K01017) | Industrial Products | 2.09% |
| ICICI Prudential Life Insurance Company Limited | ICICIPRULI (INE726G01019) | Insurance | 2.07% |
| Equitas Small Finance Bank Limited | EQUITASBNK (INE063P01018) | Banks | 1.99% |
| Max Financial Services Limited | MFSL (INE180A01020) | Insurance | 1.60% |
Portfolio data is as on date 31 March, 2026
NAV history
Samco Special Opportunities Fund - Regular Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 11 June, 2026 | 8.22 | -1.08% |
| 10 June, 2026 | 8.31 | -1.19% |
| 9 June, 2026 | 8.41 | 1.69% |
| 8 June, 2026 | 8.27 | -2.25% |
| 5 June, 2026 | 8.46 | 0.12% |
| 4 June, 2026 | 8.45 | 0.84% |
| 3 June, 2026 | 8.38 | 0.48% |
| 2 June, 2026 | 8.34 | 0.85% |
| 1 June, 2026 | 8.27 | -1.9% |
| 29 May, 2026 | 8.43 | -1.17% |
| 27 May, 2026 | 8.53 | 0.71% |
| 26 May, 2026 | 8.47 | 1.19% |
| 25 May, 2026 | 8.37 | 0.97% |
| 22 May, 2026 | 8.29 | 0.36% |
| 21 May, 2026 | 8.26 | 0.73% |
| 20 May, 2026 | 8.20 | 1.49% |
| 19 May, 2026 | 8.08 | 0.25% |
| 18 May, 2026 | 8.06 | -1.47% |
| 15 May, 2026 | 8.18 | -0.49% |
| 14 May, 2026 | 8.22 | 0.98% |
| 13 May, 2026 | 8.14 | 0.87% |
| 12 May, 2026 | 8.07 | -2.42% |
| 11 May, 2026 | 8.27 | -1.66% |
| 8 May, 2026 | 8.41 | -0.71% |
| 7 May, 2026 | 8.47 | 1.07% |
| 6 May, 2026 | 8.38 | 0.84% |
| 5 May, 2026 | 8.31 | 0% |
| 4 May, 2026 | 8.31 | 1.09% |
| 30 April, 2026 | 8.22 | -0.96% |
| 29 April, 2026 | 8.30 |
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 8.22 as on 11 June, 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 -3.97% as on 11 June, 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 -4.86% as on 11 June, 2026.