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SAMCO FLEXICAP FUND

Flexi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
25
Jul 2026
Equity Holdings
₹265.22 Cr
Equity only, excl. debt & cash
AAUM
₹281.80 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.8%
Moderate
Top 10 Weight
52.0%
Moderate
Changes
31
7 new · 6 exits
Top Sector
Industrial Products
22.2% of portfolio
Launch Date
17 Jan 2022
4 years old

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 7 new additions and exited 6 stocks this month. The biggest new buy was Anand Rathi Wealth Limited (Capital Markets) at 4.25% weight. Hero MotoCorp Limited was the biggest exit (Automobiles), which was held at 4.24%. Among existing holdings, Coal India Limited saw the biggest increase — now at 5.03% of the portfolio. Bank of Maharashtra was trimmed the most, now at 6.18%. Nestle India Limited remains the top holding with Industrial Products the dominant sector at 22.2%. ↓ 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
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%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Industrial Products 21.1% 22.2% +1.2%
Capital Markets 10.7% 14.6% +3.8%
Banks 11.1% 14.1% +3.0%
Food Products 6.6% 7.2% +0.6%
Agricultural Food & other Products 6.7% 7.1% +0.4%
Electrical Equipment 2.8% 6.2% +3.4%
Pharmaceuticals & Biotechnology 9.5% 5.8% -3.7%
Consumable Fuels 3.1% 5.0% +1.9%
Construction 4.3% 3.9% -0.3%
Chemicals & Petrochemicals 0.0% 3.7% +3.7%
🟢
Biggest New Buy
Anand Rathi Wealth Limited
4.25% weight · Capital Markets
🔴
Biggest Exit
Hero MotoCorp Limited
4.24% was held · Automobiles
Biggest Add
Coal India Limited
+1.90% · now 5.03%
Biggest Trim
Bank of Maharashtra
-0.87% · now 6.18%
🤝 Other funds also bought this month
Sona BLW Precision Forgings Limited 24 funds
Sona BLW Precision Forgings Limited
SBI Resurgent India Opportunities Scheme
Navi Nifty SmallCap250 Momentum Qlty 100
quant Large & Mid Cap Fund - Growth Option-Direct Plan + more
Hitachi Energy India Limited 23 funds
Hitachi Energy India Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
Baroda BNP Paribas ESG Best-in-Class Strategy Fund + more
Indian Bank 15 funds
Indian Bank
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
DSP Nifty Midcap 150 Qlty 50 Index Fund
Mirae Asset Midcap Fund- Direct Growth Option + more
Ajanta Pharma Limited 14 funds
Ajanta Pharma Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
DSP Nifty Midcap 150 Qlty 50 Index Fund + more
Anand Rathi Wealth Limited 5 funds
Anand Rathi Wealth Limited
Navi Nifty SmallCap250 Momentum Qlty 100
Edel BSE Capital Markets & Insurance ETF
Union Active Momentum Fund - Direct Plan - Growth Option + more
Himadri Speciality Chemical Limited 5 funds
Himadri Speciality Chemical Limited
DSP Nifty500 Flexicap Quality 30 ETF
DSP Nifty500 Flexicap Quality 30 Index Fund - Direct - Growth
Navi Nifty SmallCap250 Momentum Qlty 100 + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Muthoot Finance Limited 37 funds
Muthoot Finance Limited
SAMCO ELSS TAX SAVER FUND
SBI Quant Fund- Direct Plan- Growth
Motilal Oswal Business Cycle Fund - Direct Plan- Growth + more
Alkem Laboratories Limited 31 funds
Alkem Laboratories Limited
SAMCO ELSS TAX SAVER FUND
Mirae Asset Nifty 500 Healthcare ETF
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more
Hero MotoCorp Limited 25 funds
Hero MotoCorp Limited
Mirae Asset BSE 500 Dividend Leaders 50 ETF
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
Samco Mid Cap Fund + more
Hindustan Zinc Limited 25 funds
Hindustan Zinc Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more
Can Fin Homes Limited 8 funds
Can Fin Homes Limited
Groww Nifty Smallcap250 ETF
SAMCO ELSS TAX SAVER FUND
Samco Small Cap Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 6 Exits ↑ 5 Increased ↓ 13 Decreased
#StockSectorWeight (Jul 2026)
1
Anand Rathi Wealth Limited
₹11.32 Cr
Capital Markets 4.25%
2
Himadri Speciality Chemical Limited
₹9.95 Cr
Chemicals & Petrochemicals 3.74%
3
Hitachi Energy India Limited
₹9.41 Cr
Electrical Equipment 3.53%
4
Indian Bank
₹8.46 Cr
Banks 3.18%
5
Ajanta Pharma Limited
₹8.27 Cr
Pharmaceuticals & Biotechnology 3.11%
6
Sona BLW Precision Forgings Limited
₹6.53 Cr
Auto Components 2.45%
7
Finolex Cables Limited
₹6.35 Cr
Industrial Products 2.38%
#StockSectorLast Weight (Jun 2026)
1
Hero MotoCorp Limited
₹11.95 Cr
Automobiles 4.24%
2
Alkem Laboratories Limited
₹11.69 Cr
Pharmaceuticals & Biotechnology 4.15%
3
Hindustan Zinc Limited
₹11.25 Cr
Non - Ferrous Metals 3.99%
4
Can Fin Homes Limited
₹9.17 Cr
Finance 3.25%
5
JB Chemicals & Pharmaceuticals Limited
₹7.46 Cr
Pharmaceuticals & Biotechnology 2.64%
6
Muthoot Finance Limited
₹6.95 Cr
Finance 2.47%
#StockSectorJun 2026Jul 2026Change
1
Coal India Limited
₹13.40 Cr
Consumable Fuels 3.13% 5.03% +1.90%
2
Karur Vysya Bank Limited
₹12.58 Cr
Banks 4.01% 4.72% +0.71%
3
Nestle India Limited
₹19.24 Cr
Food Products 6.61% 7.23% +0.62%
4
Marico Limited
₹19.01 Cr
Agricultural Food & other Products 6.74% 7.14% +0.40%
5
Nippon Life India Asset Management Limited
₹8.64 Cr
Capital Markets 3.22% 3.24% +0.02%
#StockSectorJun 2026Jul 2026Change
1
Bank of Maharashtra
₹16.47 Cr
Banks 7.05% 6.18% -0.87%
2
AIA Engineering Limited
₹13.85 Cr
Industrial Products 5.74% 5.20% -0.54%
3
KEI Industries Limited
₹11.50 Cr
Industrial Products 4.66% 4.32% -0.34%
4
Engineers India Limited
₹10.47 Cr
Construction 4.25% 3.93% -0.32%
5
Akzo Nobel India Limited
₹9.92 Cr
Consumer Durables 4.05% 3.73% -0.32%
6
Aditya Birla Sun Life AMC Limited
₹10.62 Cr
Capital Markets 4.30% 3.99% -0.31%
7
Godawari Power And Ispat limited
₹9.56 Cr
Industrial Products 3.78% 3.59% -0.19%
8
Angel One Limited
₹8.16 Cr
Capital Markets 3.21% 3.07% -0.14%
9
Polycab India Limited
₹8.26 Cr
Industrial Products 3.21% 3.10% -0.11%
10
Apar Industries Limited
₹7.15 Cr
Electrical Equipment 2.77% 2.68% -0.09%

What Stocks Does This Fund Hold?

25 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹19.24 Cr
Food Products
7.23%
2
₹19.01 Cr
Agricultural Food & other Products
7.14%
3
₹16.47 Cr
Banks
6.18%
4
₹13.85 Cr
Industrial Products
5.20%
5
₹13.40 Cr
Consumable Fuels
5.03%
6
₹12.58 Cr
Banks
4.72%
7
₹11.50 Cr
Industrial Products
4.32%
8
₹11.32 Cr
Capital Markets
4.25%
9
₹10.62 Cr
Capital Markets
3.99%
10
₹10.47 Cr
Construction
3.93%
🏆 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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