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Samco Active Momentum Fund

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
50
Jun 2026
Equity Holdings
₹625.31 Cr
Equity only, excl. debt & cash
AAUM
₹659.04 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.8%
Moderate
Top 10 Weight
39.8%
Diversified
Changes
60
7 new · 12 exits
Top Sector
Banks
11.8% of portfolio

AAUM (Average Assets Under Management) of ₹659.04 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Samco Active Momentum Fund made 7 new additions and exited 12 stocks this month. The biggest new buy was Cupid Limited (Personal Products) at 6.22% weight. AU Small Finance Bank Limited was the biggest exit (Banks), which was held at 1.91%. Among existing holdings, Welspun Corp Limited saw the biggest increase — now at 2.26% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 4.17%. Sterlite Technologies Limited remains the top holding with Banks the dominant sector at 11.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 18.2% 16.2% -2.0%
Finance 10.2% 10.2% +0.0%
Electrical Equipment 6.3% 8.6% +2.3%
Pharmaceuticals & Biotechnology 4.9% 6.4% +1.5%
Telecom - Equipment & Accessories 3.7% 6.3% +2.7%
Aerospace & Defense 5.4% 6.2% +0.8%
Auto Components 5.7% 5.9% +0.2%
Industrial Products 3.9% 4.8% +0.9%
Non - Ferrous Metals 2.6% 2.7% +0.1%
Capital Markets 2.8% 2.6% -0.2%
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 16.2% 11.8% -4.3%
Electrical Equipment 8.6% 10.0% +1.5%
Finance 10.2% 9.9% -0.3%
Pharmaceuticals & Biotechnology 6.4% 8.8% +2.4%
Telecom - Equipment & Accessories 6.3% 7.0% +0.7%
Industrial Products 4.8% 6.6% +1.8%
Personal Products 0.0% 6.2% +6.2%
Auto Components 5.9% 4.5% -1.4%
Aerospace & Defense 6.2% 4.2% -2.1%
Consumer Durables 2.4% 2.6% +0.2%
🟢
Biggest New Buy
Cupid Limited
6.22% weight · Personal Products
🔴
Biggest Exit
AU Small Finance Bank Limited
1.91% was held · Banks
Biggest Add
Welspun Corp Limited
+1.42% · now 2.26%
Biggest Trim
MTAR Technologies Limited
-2.05% · now 4.17%
🤝 Other funds also bought this month
Bharat Heavy Electricals Limited 53 funds
Bharat Heavy Electricals Limited
Groww Nifty 500 Momentum 50 ETF
quant Focused Fund - Growth Option-Direct Plan
quant Manufacturing Fund - Growth Option - Direct Plan + more
Adani Energy Solutions Limited 45 funds
Adani Energy Solutions Limited
Groww Nifty 500 Momentum 50 ETF
Tata Nifty200 Alpha 30 Index Fund - Direct -Growth
Mirae Asset Nifty 200 Alpha 30 ETF + more
Adani Power Limited 33 funds
Adani Power Limited
Groww Nifty 500 Momentum 50 ETF
Groww BSE Power ETF FOF
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Thermax Limited 28 funds
Thermax Limited
Groww Nifty 500 Momentum 50 ETF
Samco Mid Cap Fund
Samco Multi Asset Allocation Fund + more
Granules India Limited 24 funds
Granules India Limited
Groww Nifty 500 Momentum 50 ETF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
The Jammu & Kashmir Bank Limited 11 funds
The Jammu & Kashmir Bank Limited
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH
Motilal Oswal Services Fund - Direct Plan - Growth
Bandhan Financial Services Fund + more
👋 Other funds also exited
Malco Energy Limited 167 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
Samco Large Cap Fund + more
Vedanta Iron And Steel Limited 166 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Talwandi Sabo Power Limited 145 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth + more
Vedanta Aluminium Metal Limited 95 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sunlife Nifty Next 50 ETF
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth + more
State Bank of India 38 funds
State Bank of India
Mirae Asset Nifty PSU Bank ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
Bandhan Nifty200 Momentum 30 Index Fund + more
Oil & Natural Gas Corporation Limited 33 funds
Oil & Natural Gas Corporation Limited
NJ Flexi Cap Fund
Mahindra Manulife Focused Fund - Direct Plan -Growth
Axis Momentum Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 7 New Entries 🔴 12 Exits ↑ 21 Increased ↓ 20 Decreased
#StockSectorWeight (Jun 2026)
1
Cupid Limited
₹44.02 Cr
Personal Products 6.22%
2
Granules India Limited
₹12.66 Cr
Pharmaceuticals & Biotechnology 1.79%
3
Bharat Heavy Electricals Limited
₹11.49 Cr
Electrical Equipment 1.62%
4
Thermax Limited
₹9.74 Cr
Electrical Equipment 1.38%
5
Adani Power Limited
₹9.36 Cr
Power 1.32%
6
Adani Energy Solutions Limited
₹8.52 Cr
Power 1.20%
7
The Jammu & Kashmir Bank Limited
₹7.22 Cr
Banks 1.02%
#StockSectorLast Weight (May 2026)
1
AU Small Finance Bank Limited
₹13.04 Cr
Banks 1.91%
2
DCB Bank Limited
₹9.10 Cr
Banks 1.34%
3
City Union Bank Limited
₹8.09 Cr
Banks 1.19%
4
Ashok Leyland Limited
₹7.39 Cr
Agricultural, Commercial & Construction Vehicles 1.09%
5
State Bank of India
₹6.70 Cr
Banks 0.98%
6
Apar Industries Limited
₹6.00 Cr
Electrical Equipment 0.88%
7
Oil & Natural Gas Corporation Limited
₹4.21 Cr
Oil 0.62%
8
Malco Energy Limited
₹2.51 Cr
Power 0.37%
9
Talwandi Sabo Power Limited
₹2.51 Cr
Power 0.37%
10
Vedanta Iron And Steel Limited
₹2.51 Cr
Metals & Minerals Trading 0.37%
#StockSectorMay 2026Jun 2026Change
1
Welspun Corp Limited
₹16.02 Cr
Industrial Products 0.84% 2.26% +1.42%
2
Bank of Maharashtra
₹14.02 Cr
Banks 0.72% 1.98% +1.26%
3
Sterlite Technologies Limited
₹49.40 Cr
Telecom - Equipment & Accessories 6.33% 6.98% +0.65%
4
Vedanta Limited
₹11.22 Cr
Diversified Metals 1.07% 1.58% +0.51%
5
Kirloskar Oil Engines Limited
₹21.94 Cr
Industrial Products 2.63% 3.10% +0.47%
6
Quality Power Electrical Eqp Ltd
₹9.19 Cr
Electrical Equipment 0.83% 1.30% +0.47%
7
Thangamayil Jewellery Limited
₹18.53 Cr
Consumer Durables 2.20% 2.62% +0.42%
8
Religare Enterprises Limited
₹44.89 Cr
Finance 5.93% 6.34% +0.41%
9
Shriram Finance Limited
₹8.62 Cr
Finance 0.94% 1.22% +0.28%
10
Glenmark Pharmaceuticals Limited
₹7.55 Cr
Pharmaceuticals & Biotechnology 0.83% 1.07% +0.24%
#StockSectorMay 2026Jun 2026Change
1
MTAR Technologies Limited
₹29.51 Cr
Aerospace & Defense 6.22% 4.17% -2.05%
2
Avanti Feeds Limited
₹2.59 Cr
Food Products 1.77% 0.37% -1.40%
3
Lumax Auto Technologies Limited
₹6.66 Cr
Auto Components 2.09% 0.94% -1.15%
4
Multi Commodity Exchange of India Limited
₹10.95 Cr
Capital Markets 2.64% 1.55% -1.09%
5
Aditya Birla Capital Limited
₹8.25 Cr
Finance 1.93% 1.17% -0.76%
6
Indian Bank
₹6.24 Cr
Banks 1.61% 0.88% -0.73%
7
GE Vernova T&D India Limited
₹15.28 Cr
Electrical Equipment 2.87% 2.16% -0.71%
8
Canara Bank
₹4.14 Cr
Banks 1.19% 0.59% -0.60%
9
Prime Focus Limited
₹10.63 Cr
Entertainment 1.84% 1.50% -0.34%
10
National Aluminium Company Limited
₹7.23 Cr
Non - Ferrous Metals 1.33% 1.02% -0.31%

What Stocks Does This Fund Hold?

50 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹49.40 Cr
Telecom - Equipment & Accessories
6.98%
2
₹44.89 Cr
Finance
6.34%
3
₹44.02 Cr
Personal Products
6.22%
4
₹29.51 Cr
Aerospace & Defense
4.17%
5
₹21.94 Cr
Industrial Products
3.10%
6
₹21.08 Cr
Pharmaceuticals & Biotechnology
2.98%
7
₹18.53 Cr
Consumer Durables
2.62%
8
₹18.29 Cr
Auto Components
2.58%
9
₹17.79 Cr
Electrical Equipment
2.51%
10
₹16.02 Cr
Industrial Products
2.26%
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🏦 Samco Mutual Fund — Portfolio & Holdings
See all funds managed by Samco Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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