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SAMCO FLEXICAP FUND

Flexi Cap Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
24
Jun 2026
Equity Holdings
₹274.50 Cr
Equity only, excl. debt & cash
AAUM
₹281.80 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.8%
Moderate
Top 10 Weight
51.8%
Moderate
Changes
27
1 new · 3 exits
Top Sector
Industrial Products
21.1% of portfolio

AAUM (Average Assets Under Management) of ₹281.80 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 FLEXICAP FUND made 1 new addition and exited 3 stocks this month. The biggest new buy was Coal India Limited (Consumable Fuels) at 3.13% weight. APL Apollo Tubes Limited was the biggest exit (Industrial Products), which was held at 3.63%. Among existing holdings, Polycab India Limited saw the biggest increase — now at 3.21% of the portfolio. Hindustan Zinc Limited was trimmed the most, now at 3.99%. Bank of Maharashtra remains the top holding with Industrial Products the dominant sector at 21.1%. ↓ 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
Industrial Products 20.0% 23.5% +3.5%
Pharmaceuticals & Biotechnology 6.3% 10.3% +4.0%
Capital Markets 9.5% 10.2% +0.8%
Banks 9.9% 10.0% +0.1%
Food Products 6.8% 6.7% -0.1%
Agricultural Food & other Products 6.2% 6.6% +0.4%
Finance 6.0% 5.8% -0.1%
Non - Ferrous Metals 4.4% 4.7% +0.3%
Automobiles 4.5% 4.3% -0.1%
Construction 4.4% 4.1% -0.3%
May 2026 Jun 2026
Sector Prev Curr Delta
Industrial Products 23.5% 21.1% -2.4%
Banks 10.0% 11.1% +1.1%
Capital Markets 10.2% 10.7% +0.5%
Pharmaceuticals & Biotechnology 10.3% 9.5% -0.8%
Agricultural Food & other Products 6.6% 6.7% +0.2%
Food Products 6.7% 6.6% 0.0%
Finance 5.8% 5.7% -0.1%
Construction 4.1% 4.3% +0.2%
Automobiles 4.3% 4.2% -0.1%
Consumer Durables 3.9% 4.1% +0.1%
🟢
Biggest New Buy
Coal India Limited
3.13% weight · Consumable Fuels
🔴
Biggest Exit
APL Apollo Tubes Limited
3.63% was held · Industrial Products
Biggest Add
Polycab India Limited
+0.97% · now 3.21%
Biggest Trim
Hindustan Zinc Limited
-0.73% · now 3.99%
🤝 Other funds also bought this month
Coal India Limited 41 funds
Coal India Limited
Groww Nifty PSE ETF FOF
Bandhan Nifty 500 Value 50 Index Fund
Angel One Nifty Total Market Momentum Quality 50 ETF + more
👋 Other funds also exited
Bharat Electronics Limited 32 funds
Bharat Electronics Limited
Mirae Asset BSE India Defence ETF
Axis Momentum Fund - Direct Plan - Growth Option
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Ajanta Pharma Limited 9 funds
Ajanta Pharma Limited
NJ Flexi Cap Fund
Shriram ELSS Tax Saver Fund
Shriram Flexi Cap Fund + more
APL Apollo Tubes Limited 9 funds
APL Apollo Tubes Limited
Samco Mid Cap Fund
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth
LIC MF Large & Mid Cap Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 1 New Entry 🔴 3 Exits ↑ 14 Increased ↓ 9 Decreased
#StockSectorWeight (Jun 2026)
1
Coal India Limited
₹8.83 Cr
Consumable Fuels 3.13%
#StockSectorLast Weight (May 2026)
1
APL Apollo Tubes Limited
₹10.28 Cr
Industrial Products 3.63%
2
Bharat Electronics Limited
₹6.85 Cr
Aerospace & Defense 2.42%
3
Ajanta Pharma Limited
₹2.25 Cr
Pharmaceuticals & Biotechnology 0.79%
#StockSectorMay 2026Jun 2026Change
1
Polycab India Limited
₹9.04 Cr
Industrial Products 2.24% 3.21% +0.97%
2
Bank of Maharashtra
₹19.88 Cr
Banks 6.09% 7.05% +0.96%
3
AIA Engineering Limited
₹16.19 Cr
Industrial Products 5.07% 5.74% +0.67%
4
Apar Industries Limited
₹7.82 Cr
Electrical Equipment 2.31% 2.77% +0.46%
5
Aditya Birla Sun Life AMC Limited
₹12.12 Cr
Capital Markets 3.95% 4.30% +0.35%
6
Nippon Life India Asset Management Limited
₹9.07 Cr
Capital Markets 3.03% 3.22% +0.19%
7
Engineers India Limited
₹11.99 Cr
Construction 4.08% 4.25% +0.17%
8
Marico Limited
₹19.00 Cr
Agricultural Food & other Products 6.59% 6.74% +0.15%
9
KEI Industries Limited
₹13.15 Cr
Industrial Products 4.51% 4.66% +0.15%
10
Can Fin Homes Limited
₹9.17 Cr
Finance 3.10% 3.25% +0.15%
#StockSectorMay 2026Jun 2026Change
1
Hindustan Zinc Limited
₹11.25 Cr
Non - Ferrous Metals 4.72% 3.99% -0.73%
2
Godawari Power And Ispat limited
₹10.64 Cr
Industrial Products 4.24% 3.78% -0.46%
3
Muthoot Finance Limited
₹6.95 Cr
Finance 2.74% 2.47% -0.27%
4
Natco Pharma Limited
₹7.71 Cr
Pharmaceuticals & Biotechnology 2.97% 2.73% -0.24%
5
Cummins India Limited
₹10.36 Cr
Industrial Products 3.80% 3.67% -0.13%
6
NMDC Limited
₹9.83 Cr
Minerals & Mining 3.59% 3.49% -0.10%
7
Hero MotoCorp Limited
₹11.95 Cr
Automobiles 4.32% 4.24% -0.08%
8
Angel One Limited
₹9.06 Cr
Capital Markets 3.26% 3.21% -0.05%
9
Nestle India Limited
₹18.63 Cr
Food Products 6.65% 6.61% -0.04%

What Stocks Does This Fund Hold?

24 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹19.88 Cr
Banks
7.05%
2
₹19.00 Cr
Agricultural Food & other Products
6.74%
3
₹18.63 Cr
Food Products
6.61%
4
₹16.19 Cr
Industrial Products
5.74%
5
₹13.15 Cr
Industrial Products
4.66%
6
₹12.12 Cr
Capital Markets
4.30%
7
₹11.99 Cr
Construction
4.25%
8
₹11.95 Cr
Automobiles
4.24%
9
₹11.69 Cr
Pharmaceuticals & Biotechnology
4.15%
10
₹11.43 Cr
Consumer Durables
4.05%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap 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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