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Samco Active Momentum Fund

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
51
Jul 2026
Equity Holdings
₹652.35 Cr
Equity only, excl. debt & cash
AAUM
₹659.04 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
24.8%
Diversified
Top 10 Weight
38.0%
Diversified
Changes
66
16 new · 15 exits
Top Sector
Electrical Equipment
13.1% of portfolio
Launch Date
15 Jun 2023
3 years old

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 16 new additions and exited 15 stocks this month. The biggest new buy was Adani Enterprises Limited (Metals & Minerals Trading) at 7.63% weight. Cupid Limited was the biggest exit (Personal Products), which was held at 6.22%. Among existing holdings, Laurus Labs Limited saw the biggest increase — now at 2.62% of the portfolio. Sterlite Technologies Limited was trimmed the most, now at 5.40%. Adani Enterprises Limited remains the top holding with Electrical Equipment the dominant sector at 13.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Electrical Equipment 10.0% 13.1% +3.1%
Industrial Products 6.6% 9.3% +2.8%
Banks 11.8% 9.3% -2.5%
Pharmaceuticals & Biotechnology 8.8% 8.9% +0.2%
Metals & Minerals Trading 0.0% 7.6% +7.6%
Finance 9.9% 5.6% -4.3%
Telecom - Equipment & Accessories 7.0% 5.4% -1.6%
Auto Components 4.5% 5.2% +0.7%
Aerospace & Defense 4.2% 4.8% +0.6%
Telecom - Services 0.0% 4.1% +4.1%
🟢
Biggest New Buy
Adani Enterprises Limited
7.63% weight · Metals & Minerals Trading
🔴
Biggest Exit
Cupid Limited
6.22% was held · Personal Products
Biggest Add
Laurus Labs Limited
+0.50% · now 2.62%
Biggest Trim
Sterlite Technologies Limited
-1.58% · now 5.40%
🤝 Other funds also bought this month
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth + more
Belrise Industries Ltd. 24 funds
Belrise Industries Ltd.
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
SBI Resurgent India Opportunities Scheme
Motilal Oswal Infrastructure Fund-Direct-Growth + more
Ather Energy Limited 23 funds
Ather Energy Limited
Invesco India Focused Fund
Motilal Oswal Asset Management Company Limited
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option + more
Apar Industries Limited 15 funds
Apar Industries Limited
DSP Nifty Midcap 150 Qlty 50 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
DSP Mid Cap Fund + more
Vodafone Idea Limited 12 funds
Vodafone Idea Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Samco Mid Cap Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
Honasa Consumer Limited 8 funds
Honasa Consumer Limited
Samco Special Opportunities Fund
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
JM Multi Asset Allocation Fund + more
👋 Other funds also exited
Hindalco Industries Limited 48 funds
Hindalco Industries Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Groww Nifty 500 Momentum 50 ETF FOF + more
Indian Bank 40 funds
Indian Bank
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more
Shriram Finance Limited 39 funds
Shriram Finance Limited
Groww Nifty 500 Momentum 50 ETF FOF
Mirae Asset Nifty Financial Services ETF
Samco Large Cap Fund + more
Torrent Pharmaceuticals Limited 30 funds
Torrent Pharmaceuticals Limited
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth
Mirae Asset Nifty 500 Healthcare ETF + more
Glenmark Pharmaceuticals Limited 27 funds
Glenmark Pharmaceuticals Limited
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Mirae Asset Nifty 500 Healthcare ETF + more
Canara Bank 24 funds
Canara Bank
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Mirae Asset Nifty Bank ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 16 New Entries 🔴 15 Exits ↑ 12 Increased ↓ 23 Decreased
#StockSectorWeight (Jul 2026)
1
Adani Enterprises Limited
₹52.19 Cr
Metals & Minerals Trading 7.63%
2
HFCL Limited
₹22.46 Cr
Telecom - Services 3.28%
3
Ather Energy Limited
₹19.18 Cr
Automobiles 2.81%
4
Astra Microwave Products Limited
₹13.28 Cr
Aerospace & Defense 1.94%
5
Shilpa Medicare Ltd
₹13.19 Cr
Pharmaceuticals & Biotechnology 1.93%
6
Syrma SGS Technology Limited
₹12.74 Cr
Industrial Manufacturing 1.86%
7
Schneider Electric Infrastructure Limited
₹12.57 Cr
Electrical Equipment 1.84%
8
R R Kabel Limited
₹12.49 Cr
Industrial Products 1.83%
9
Honasa Consumer Limited
₹11.91 Cr
Personal Products 1.74%
10
Inox India Limited
₹11.84 Cr
Industrial Products 1.73%
#StockSectorLast Weight (Jun 2026)
1
Cupid Limited
₹44.02 Cr
Personal Products 6.22%
2
Prime Focus Limited
₹10.63 Cr
Entertainment 1.50%
3
Force Motors Limited
₹9.69 Cr
Automobiles 1.37%
4
Shriram Finance Limited
₹8.62 Cr
Finance 1.22%
5
L&T Finance Limited
₹8.47 Cr
Finance 1.20%
6
Aditya Birla Capital Limited
₹8.25 Cr
Finance 1.17%
7
Hindalco Industries Limited
₹7.75 Cr
Non - Ferrous Metals 1.10%
8
Glenmark Pharmaceuticals Limited
₹7.55 Cr
Pharmaceuticals & Biotechnology 1.07%
9
Steel Authority of India Limited
₹7.50 Cr
Ferrous Metals 1.06%
10
Lumax Auto Technologies Limited
₹6.66 Cr
Auto Components 0.94%
#StockSectorJun 2026Jul 2026Change
1
Laurus Labs Limited
₹17.94 Cr
Pharmaceuticals & Biotechnology 2.12% 2.62% +0.50%
2
The Jammu & Kashmir Bank Limited
₹9.95 Cr
Banks 1.02% 1.46% +0.44%
3
Adani Energy Solutions Limited
₹10.12 Cr
Power 1.20% 1.48% +0.28%
4
Welspun Corp Limited
₹16.93 Cr
Industrial Products 2.26% 2.48% +0.22%
5
Chennai Petroleum Corporation Limited
₹9.09 Cr
Petroleum Products 1.17% 1.33% +0.16%
6
The Federal Bank Limited
₹7.48 Cr
Banks 0.97% 1.09% +0.12%
7
National Aluminium Company Limited
₹7.45 Cr
Non - Ferrous Metals 1.02% 1.09% +0.07%
8
Adani Power Limited
₹9.44 Cr
Power 1.32% 1.38% +0.06%
9
Bharat Forge Limited
₹6.93 Cr
Auto Components 0.95% 1.01% +0.06%
10
Tata Motors Passenger Vehicles Limited
₹1.64 Cr
Automobiles 0.19% 0.24% +0.05%
#StockSectorJun 2026Jul 2026Change
1
Sterlite Technologies Limited
₹36.94 Cr
Telecom - Equipment & Accessories 6.98% 5.40% -1.58%
2
MTAR Technologies Limited
₹19.38 Cr
Aerospace & Defense 4.17% 2.83% -1.34%
3
Kirloskar Oil Engines Limited
₹14.39 Cr
Industrial Products 3.10% 2.10% -1.00%
4
TD Power Systems Limited
₹11.53 Cr
Electrical Equipment 2.51% 1.69% -0.82%
5
Religare Enterprises Limited
₹38.58 Cr
Finance 6.34% 5.64% -0.70%
6
GE Vernova T&D India Limited
₹10.19 Cr
Electrical Equipment 2.16% 1.49% -0.67%
7
Thangamayil Jewellery Limited
₹13.89 Cr
Consumer Durables 2.62% 2.03% -0.59%
8
Bank of Maharashtra
₹10.34 Cr
Banks 1.98% 1.51% -0.47%
9
Navin Fluorine International Limited
₹9.36 Cr
Chemicals & Petrochemicals 1.79% 1.37% -0.42%
10
Karnataka Bank Ltd
₹8.59 Cr
Banks 1.60% 1.26% -0.34%

What Stocks Does This Fund Hold?

51 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹52.19 Cr
Metals & Minerals Trading
7.63%
2
₹38.58 Cr
Finance
5.64%
3
₹36.94 Cr
Telecom - Equipment & Accessories
5.40%
4
₹22.46 Cr
Telecom - Services
3.28%
5
₹19.38 Cr
Aerospace & Defense
2.83%
6
₹19.18 Cr
Automobiles
2.81%
7
₹18.57 Cr
Pharmaceuticals & Biotechnology
2.72%
8
₹17.94 Cr
Pharmaceuticals & Biotechnology
2.62%
9
₹17.47 Cr
Auto Components
2.56%
10
₹16.93 Cr
Industrial Products
2.48%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 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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