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Enter a Single character of a Scheme :
20 Sep 2026 | 23:09 IST
Samco Dynamic Asset Allocation Fund-Reg (IDCW)
Summary Info
Fund Name : Samco Mutual Fund
Scheme Name : Samco Dynamic Asset Allocation Fund-Reg (IDCW)
AMC : Samco Mutual Fund
Type : OPEN
Category : Hybrid - Asset Allocation
Launch Date : 07-Dec-23
Fund Manager : Umeshkumar Mehta
Net Assets:(Rs. cr) 167.99
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -0.39 -0.10 -1.36 2.62 -3.32 NA NA 0.69
Category Avg -0.01 -0.76 -0.53 3.03 1.16 12.23 10.24 7.88
Category Best 0.32 0.90 2.48 5.84 8.68 14.89 13.10 17.05
Category Worst -0.39 -3.16 -2.16 -1.17 -3.32 8.83 7.14 -1.40
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.5083 2.9409 -0.4122 -3.3602 -0.0338
Holdings Date :31-Aug-26
Company Name% Hold
Religare Enterp. 8.67
Torrent Pharma. 2.43
Adani Power 2.07
Cummins India 1.71
Adani Energy Sol 1.58
Apar Inds. 1.56
Samvardh. Mothe. 1.53
Hindalco Inds. 1.48
HFCL 1.46
Vedanta 1.40
Welspun Corp 1.39
Titan Company 1.37
Shriram Finance 1.31
Ather Energy 1.31
CG Power & Ind 1.27
Laurus Labs 1.20
Apollo Hospitals 1.19
Hitachi Energy 1.12
SBI 1.08
Union Bank (I) 1.05
FSN E-Commerce 1.04
Eicher Motors 1.02
Tata Steel 0.99
Adani Green 0.91
Coal India 0.91
Bank of Maha 0.90
GE Vernova T&D 0.89
Anand Rathi Wea. 0.89
Aditya Birla Cap 0.88
Adani Ports 0.87
Bharat Forge 0.87
Axis Bank 0.86
Kirloskar Oil 0.85
Acutaas Chemical 0.81
Syrma SGS Tech. 0.79
JSW Steel 0.77
Federal Bank 0.77
NTPC 0.76
Granules India 0.75
Power Fin.Corpn. 0.73
Multi Comm. Exc. 0.71
L&T Finance Ltd 0.69
Canara Bank 0.67
BSE 0.62
AU Small Finance 0.60
C P C L 0.60
Natl. Aluminium 0.60
Tata Motors PVeh 0.60
Indian Bank 0.58
NMDC 0.57
Bank of Baroda 0.56
Schneider Elect. 0.53
J & K Bank 0.51
Lupin 0.50
Karur Vysya Bank 0.45
Ashok Leyland 0.43
Hero Motocorp 0.40
Life Insurance 0.40
Alkem Lab 0.40
Bank of India 0.39
S C I 0.39
MRF 0.36
LIC Housing Fin. 0.36
General Insuranc 0.35
Marico 0.35
H P C L 0.33
Max Financial 0.33
GE Shipping Co 0.30
Indus Towers 0.27
APL Apollo Tubes 0.22
GSEC2027 15.06
C C I 15.10
Net CA & Others 10.29
Laurus Labs 1.04
Marico 0.66
Federal Bank 0.57
Bharat Forge 0.49
Multi Comm. Exc. 0.36
APL Apollo Tubes 0.28
Natl. Aluminium 0.21
Hero Motocorp 0.20
AU Small Finance 0.19
FSN E-Commerce 0.19
L&T Finance Ltd 0.12
Alkem Lab 0.12
Lupin 0.11
Hitachi Energy 0.10
BSE 0.08
Indus Towers 0.08
NMDC 0.07
Ashok Leyland 0.05
Max Financial 0.04
Bank of India 0.04
LIC Housing Fin. 0.03
JSW Steel -0.11
Adani Green -0.22
Adani Ports -0.23
Bank of Baroda -0.25
Canara Bank -0.31
Tata Motors PVeh -0.33
Titan Company -0.38
Eicher Motors -0.38
Axis Bank -0.38
Apollo Hospitals -0.40
Samvardh. Mothe. -0.43
Power Fin.Corpn. -0.46
NTPC -0.47
Adani Energy Sol -0.47
Shriram Finance -0.48
Union Bank (I) -0.49
CG Power & Ind -0.50
Coal India -0.51
Tata Steel -0.60
Vedanta -0.61
SBI -0.61
Hindalco Inds. -0.73
Cummins India -1.05
Adani Power -1.12
Torrent Pharma. -1.47
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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