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SAMCO FLEXICAP FUND

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
22
Aug 2026
Equity Holdings
₹232.21 Cr
Equity only, excl. debt & cash
AAUM
₹281.80 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.7%
Moderate
Top 10 Weight
50.5%
Moderate
Changes
29
4 new · 7 exits
Top Sector
Industrial Products
19.4% 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 4 new additions and exited 7 stocks this month. The biggest new buy was Bajaj Auto Limited (Automobiles) at 3.41% weight. Coal India Limited was the biggest exit (Consumable Fuels), which was held at 5.03%. Among existing holdings, Finolex Cables Limited saw the biggest increase — now at 3.07% of the portfolio. Marico Limited was trimmed the most, now at 6.51%. Nestle India Limited remains the top holding with Industrial Products the dominant sector at 19.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Industrial Products 22.2% 19.4% -2.8%
Banks 14.1% 14.7% +0.7%
Food Products 7.2% 7.0% -0.2%
Electrical Equipment 6.2% 7.0% +0.8%
Chemicals & Petrochemicals 3.7% 6.5% +2.8%
Agricultural Food & other Products 7.1% 6.5% -0.6%
Capital Markets 14.6% 4.6% -10.0%
Consumer Durables 3.7% 4.0% +0.2%
Minerals & Mining 3.5% 3.7% +0.2%
Automobiles 0.0% 3.4% +3.4%
🟢
Biggest New Buy
Bajaj Auto Limited
3.41% weight · Automobiles
🔴
Biggest Exit
Coal India Limited
5.03% was held · Consumable Fuels
Biggest Add
Finolex Cables Limited
+0.69% · now 3.07%
Biggest Trim
Marico Limited
-0.63% · now 6.51%
🤝 Other funds also bought this month
Bajaj Auto Limited 32 funds
Bajaj Auto Limited
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Bandhan Multi-Factor Fund - Direct Plan - Growth
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH + more
Solar Industries India Limited 19 funds
Solar Industries India Limited
Mirae Asset BSE India Defence ETF
SBI Aggressive Hybrid Fund
Mirae Asset Nifty Next 50 ETF + more
Oracle Financial Services Software Limited 18 funds
Oracle Financial Services Software Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Abakkus Large & Mid cap Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option + more
Saregama India Limited 7 funds
Saregama India Limited
Helios Mid Cap Fund - Direct Plan - Growth Option
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Mirae Asset Nifty Smallcap 250 ETF + more
👋 Other funds also exited
Coal India Limited 20 funds
Coal India Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
DSP Multicap Fund - Direct - Growth
Motilal Oswal Quant Fund - Direct - Growth + more
Nippon Life India Asset Management Limited 16 funds
Nippon Life India Asset Management Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Union Active Momentum Fund - Direct Plan - Growth Option
HSBC Aggressive Hybrid Fund + more
Aditya Birla Sun Life AMC Limited 9 funds
Aditya Birla Sun Life AMC Limited
SAMCO ELSS TAX SAVER FUND
Samco Small Cap Fund
Union Active Momentum Fund - Direct Plan - Growth Option + more
Angel One Limited 7 funds
Angel One Limited
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
IB52-Groww Nifty Smallcap 250 ETF
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF + more
Engineers India Limited 7 funds
Engineers India Limited
Mirae Asset Flexi Cap Fund
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option
ITI Value Fund - Direct Plan - Growth Option + more
Godawari Power And Ispat limited 4 funds
Godawari Power And Ispat limited
Mirae Asset Small Cap Fund - Direct Plan - Growth
IB52-Groww Nifty Smallcap 250 ETF
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 7 Exits ↑ 13 Increased ↓ 5 Decreased
#StockSectorWeight (Aug 2026)
1
Bajaj Auto Limited
₹8.93 Cr
Automobiles 3.41%
2
Solar Industries India Limited
₹8.38 Cr
Chemicals & Petrochemicals 3.20%
3
Oracle Financial Services Software Limited
₹8.32 Cr
IT - Software 3.18%
4
Saregama India Limited
₹7.30 Cr
Entertainment 2.79%
#StockSectorLast Weight (Jul 2026)
1
Coal India Limited
₹13.40 Cr
Consumable Fuels 5.03%
2
Aditya Birla Sun Life AMC Limited
₹10.62 Cr
Capital Markets 3.99%
3
Engineers India Limited
₹10.47 Cr
Construction 3.93%
4
Godawari Power And Ispat limited
₹9.56 Cr
Industrial Products 3.59%
5
Nippon Life India Asset Management Limited
₹8.64 Cr
Capital Markets 3.24%
6
Angel One Limited
₹8.16 Cr
Capital Markets 3.07%
7
Natco Pharma Limited
₹7.12 Cr
Pharmaceuticals & Biotechnology 2.67%
#StockSectorJul 2026Aug 2026Change
1
Finolex Cables Limited
₹8.02 Cr
Industrial Products 2.38% 3.07% +0.69%
2
KEI Industries Limited
₹12.77 Cr
Industrial Products 4.32% 4.88% +0.56%
3
Apar Industries Limited
₹8.45 Cr
Electrical Equipment 2.68% 3.23% +0.55%
4
Anand Rathi Wealth Limited
₹12.03 Cr
Capital Markets 4.25% 4.60% +0.35%
5
Indian Bank
₹9.09 Cr
Banks 3.18% 3.47% +0.29%
6
Hitachi Energy India Limited
₹9.88 Cr
Electrical Equipment 3.53% 3.78% +0.25%
7
Akzo Nobel India Limited
₹10.36 Cr
Consumer Durables 3.73% 3.96% +0.23%
8
Bank of Maharashtra
₹16.69 Cr
Banks 6.18% 6.38% +0.20%
9
NMDC Limited
₹9.61 Cr
Minerals & Mining 3.48% 3.67% +0.19%
10
Sona BLW Precision Forgings Limited
₹6.90 Cr
Auto Components 2.45% 2.64% +0.19%
#StockSectorJul 2026Aug 2026Change
1
Marico Limited
₹17.03 Cr
Agricultural Food & other Products 7.14% 6.51% -0.63%
2
AIA Engineering Limited
₹12.43 Cr
Industrial Products 5.20% 4.75% -0.45%
3
Himadri Speciality Chemical Limited
₹8.74 Cr
Chemicals & Petrochemicals 3.74% 3.34% -0.40%
4
Cummins India Limited
₹8.93 Cr
Industrial Products 3.62% 3.41% -0.21%
5
Nestle India Limited
₹18.41 Cr
Food Products 7.23% 7.04% -0.19%

What Stocks Does This Fund Hold?

22 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹18.41 Cr
Food Products
7.04%
2
₹17.03 Cr
Agricultural Food & other Products
6.51%
3
₹16.69 Cr
Banks
6.38%
4
₹12.77 Cr
Industrial Products
4.88%
5
₹12.77 Cr
Banks
4.88%
6
₹12.43 Cr
Industrial Products
4.75%
7
₹12.03 Cr
Capital Markets
4.60%
8
₹10.36 Cr
Consumer Durables
3.96%
9
₹9.88 Cr
Electrical Equipment
3.78%
10
₹9.61 Cr
Minerals & Mining
3.67%
🏆 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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