- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -0.12%
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 22 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Samco Special Opportunities Fund - Regular Plan - Growth | -1.05% | -0.12% | -1.74% | -3.75% | 2.92% | -6.1% | - | - | - | - |
| SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH | 20.87% | 0.37% | 1.42% | 6.76% | 18.22% | 16.15% | 23.48% | 16.8% | 24.82% | 13.55% |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | -3.84% | -0.95% | -0.49% | 0.14% | -0.1% | -0.95% | 9.61% | 9.77% | 12.56% | 11.41% |
| SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH | 3.28% | -0.99% | -0.19% | -1.5% | 1.72% | 1.29% | 16.61% | 17.53% | 19.03% | 14.75% |
| SBI PSU Fund - REGULAR PLAN -Growth | 1.21% | -0.5% | -0.13% | -3.31% | -6.1% | 6.87% | 24.12% | 23.1% | 18.76% | 13.95% |
| SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH | -6.12% | -0.52% | 0.34% | 0.43% | -2.85% | -7.83% | 6.69% | 12.69% | 15.35% | 12.95% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | -11.2% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -1.49% | 3.36% | -3.03% | -1.04% | -5.84% | -0.73% | -13.75% | 11.53% | 0.61% | 4.84% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -10.1% |
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 |
|---|---|---|
| 22 July, 2026 | 8.47 | -0.12% |
| 21 July, 2026 | 8.48 | 0.36% |
| 20 July, 2026 | 8.45 | 0.24% |
| 17 July, 2026 | 8.43 | -1.75% |
| 16 July, 2026 | 8.58 | -0.46% |
| 15 July, 2026 | 8.62 | 1.41% |
| 14 July, 2026 | 8.50 | -0.47% |
| 13 July, 2026 | 8.54 | -0.93% |
| 10 July, 2026 | 8.62 | 0.58% |
| 9 July, 2026 | 8.57 | 2.02% |
| 8 July, 2026 | 8.40 | -0.94% |
| 7 July, 2026 | 8.48 | -0.82% |
| 6 July, 2026 | 8.55 | 0.59% |
| 3 July, 2026 | 8.50 | -1.39% |
| 2 July, 2026 | 8.62 | 0.12% |
| 1 July, 2026 | 8.61 | -0.69% |
| 30 June, 2026 | 8.67 | 0.58% |
| 29 June, 2026 | 8.62 | 0.23% |
| 25 June, 2026 | 8.60 | -0.92% |
| 24 June, 2026 | 8.68 | -0.69% |
| 23 June, 2026 | 8.74 | -0.68% |
| 22 June, 2026 | 8.80 | 0.34% |
| 19 June, 2026 | 8.77 | 0.92% |
| 18 June, 2026 | 8.69 | 0.35% |
| 17 June, 2026 | 8.66 | 0.93% |
| 16 June, 2026 | 8.58 | 0.23% |
| 15 June, 2026 | 8.56 | 0.82% |
| 12 June, 2026 | 8.49 | 3.28% |
| 11 June, 2026 | 8.22 | -1.08% |
| 10 June, 2026 | 8.31 |
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 8.47 as on 22 July, 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 -1.05% as on 22 July, 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 -6.1% as on 22 July, 2026.