Equity Savings
Samco Equity Savings Fund - Direct Plan - Growth
1Y return
median +4.8%
3Y CAGR
median +9.1%
5Y CAGR
median +8.1%
Expense ratio
median 1.29%
Average AUM
median ₹138 cr
CAGR is the steady yearly growth rate over the period.
In its category
- Category position
No 3-year record yet
1 year: Not ranked. 5 years: Not ranked. Only funds old enough for the period are counted.
- 3Y CAGR
- — vs +9.1% median
Gap —, across 19 funds with 3 years of NAV.
- Expense ratio
- — vs 1.29% median
Gap —. Already taken out of the NAV.
- Worst fall
- — vs −15.3% median
Gap —. Funds with longer histories have lived through more falls.
Growth of ₹100
No benchmark line for this category
Similar funds
| Fund | 3Y CAGR | Position | Expense | AUM |
|---|---|---|---|---|
| Kotak Equity Savings Fund - Direct Plan - Growth | +10.2% | 4th of 19 | 1.08% | ₹4,187 cr |
| HDFC Equity Savings Fund - Direct Plan - Growth Option | +9.1% | 11th of 19 | 1.29% | ₹1,929 cr |
| DSP Equity Savings Fund - Direct Plan - Growth | +9.2% | 9th of 19 | 1.14% | ₹1,733 cr |
| SBI EQUITY SAVINGS FUND - Direct Plan - Growth | +8.2% | 15th of 19 | 1.43% | ₹1,198 cr |
| Mirae Asset Equity Savings Fund - Direct Plan - Growth | +11.0% | 3rd of 19 | 0.72% | ₹936 cr |
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Returns come from AMFI NAVs; up to 1 year is point to point, longer CAGR. Medians and positions use direct plans in the category with the figure, leaving out funds that fail a data check. Past performance does not tell you future returns; mutual fund investments are subject to market risks.