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Samco Mid Cap Fund - Regular Plan

Samco · Mid Cap
High
₹9.10
Current NAV
23 Oct 2026
22.4%
1Y Return
19.4%
3Y CAGR
21.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.24).
  • Very large asset base (AUM: ₹19,790 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.34%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.24
Sharpe Ratio
1.14
Beta
-0.26
Alpha
1.54
Sortino
Fund Details
Fund House Samco
Category Mid Cap
AUM ₹19790 Cr
Expense Ratio 2.34%
Min SIP ₹500
Min Lumpsum ₹1000
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