Funds similar to Samco Special Opportunities Fund Direct-Growth in the Equity: Thematic-Other category include ICICI Prudential India Opportunities Fund Direct-Growth, HDFC Defence Fund Direct-Growth, and Franklin India Opportunities Direct Fund-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

The category rank of Samco Special Opportunities Fund Direct-Growth is shown in the Trailing Returns section above.

Samco Special Opportunities Fund Direct-Growth has an expense ratio of 1.73%. The peers ICICI Prudential India Opportunities Fund Direct-Growth has an expense ratio of 0.92% and HDFC Defence Fund Direct-Growth has 0.90%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Samco Special Opportunities Fund Direct-Growth has an AUM of ₹131.99 crore. The peers ICICI Prudential India Opportunities Fund Direct-Growth has an AUM of ₹37,256.8 crore and HDFC Defence Fund Direct-Growth has ₹10,529.2 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Equity: Thematic-Other category on a 3-year basis is HDFC Defence Fund Direct-Growth with a CAGR of 40.95% as of 23 Jul 2026. Samco Special Opportunities Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

The Sharpe ratio of Samco Special Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.