InvestVerdict
Samco Large Cap Fund
Regular Plan · Growth · Large Cap · Scheme code 153238
Fund houseSamco Mutual Fund
CategoryLarge Cap
Plan & optionRegular · Growth
History1.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 2.71 | -2.68 | -4.01 | -4.92 | — | — | — | — | -6.44 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Large Cap category median |
— | — | — | -0.10 | 11.10 | 9.99 | — | 11.64 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 10.7% | -1.21 | -1.58 | 0.49 | -12.20% | -13.5% | 49.06 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 17 months this scheme and its benchmark share.