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Samco Large Cap Fund

Large Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
25
Jul 2026
Equity Holdings
₹75.00 Cr
Equity only, excl. debt & cash
AAUM
₹107.48 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
23.7%
Diversified
Top 10 Weight
42.2%
Moderate
Changes
31
6 new · 6 exits
Top Sector
Power
15.0% of portfolio
Launch Date
05 Mar 2025
1 years old

AAUM (Average Assets Under Management) of ₹107.48 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 Large Cap Fund made 6 new additions and exited 6 stocks this month. The biggest new buy was Zydus Lifesciences Limited (Pharmaceuticals & Biotechnology) at 2.98% weight. Shriram Finance Limited was the biggest exit (Finance), which was held at 4.17%. Among existing holdings, ABB India Limited saw the biggest increase — now at 5.15% of the portfolio. Hindalco Industries Limited was trimmed the most, now at 3.50%. Adani Power Limited remains the top holding with Power the dominant sector at 15.0%. ↓ 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
Power 14.3% 13.8% -0.6%
Ferrous Metals 7.6% 7.4% -0.2%
Electrical Equipment 4.2% 6.6% +2.4%
Automobiles 9.5% 6.1% -3.3%
Banks 4.7% 5.3% +0.6%
Non - Ferrous Metals 9.4% 4.9% -4.5%
Finance 3.6% 4.2% +0.6%
Chemicals & Petrochemicals 3.7% 4.0% +0.3%
Auto Components 4.4% 3.9% -0.4%
Pharmaceuticals & Biotechnology 4.1% 3.9% -0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Power 13.8% 15.0% +1.2%
Automobiles 6.1% 8.0% +1.9%
Electrical Equipment 6.6% 7.9% +1.3%
Pharmaceuticals & Biotechnology 3.9% 7.5% +3.6%
Chemicals & Petrochemicals 4.0% 5.6% +1.6%
Auto Components 3.9% 4.2% +0.2%
Transport Infrastructure 3.6% 3.6% -0.1%
Banks 5.3% 3.5% -1.8%
Non - Ferrous Metals 4.9% 3.5% -1.4%
Healthcare Services 2.1% 3.2% +1.1%
🟢
Biggest New Buy
Zydus Lifesciences Limited
2.98% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Shriram Finance Limited
4.17% was held · Finance
Biggest Add
ABB India Limited
+3.11% · now 5.15%
Biggest Trim
Hindalco Industries Limited
-1.42% · now 3.50%
🤝 Other funds also bought this month
Nestle India Limited 20 funds
Nestle India Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Nippon India MNC Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Pidilite Industries Limited 20 funds
Pidilite Industries Limited
Motilal Oswal Contra Fund
Edel Nifty Alpha Low Volatility 30 Index Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Grasim Industries Limited 16 funds
Grasim Industries Limited
Groww Nifty Cements ETF
Edel Nifty Alpha Low Volatility 30 Index Fund
HDFC Nifty50 Value 20 ETF + more
Tata Motors Passenger Vehicles Limited 15 funds
Tata Motors Passenger Vehicles Limited
HDFC Nifty Auto Index Fund
HDFC Nifty50 Value 20 ETF
Axis Nifty50 Equal Weight Index Fund + more
Zydus Lifesciences Limited 13 funds
Zydus Lifesciences Limited
WhiteOak Capital Pharma and Healthcare Fund
Edel Nifty Alpha Low Volatility 30 Index Fund
Aditya Birla Sun Life Quant Fund - Direct Growth + more
Power Finance Corporation Limited 11 funds
Power Finance Corporation Limited
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
DSP Mid Cap Fund
SAMCO DYNAMIC ASSET ALLOCATION FUND + more
👋 Other funds also exited
Tata Steel Limited 58 funds
Tata Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Shriram Finance Limited 39 funds
Shriram Finance Limited
Groww Nifty 500 Momentum 50 ETF FOF
Mirae Asset Nifty Financial Services ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Titan Company Limited 35 funds
Titan Company Limited
Invesco India Consumption Fund - Direct Plan - Growth
Mirae Asset Nifty 100 Low Volatility 30 ETF
HDFC NIFTY100 Low Volatility 30 Index Fund (An open ended scheme replicating/tracking NIFTY100 Low Volatility 30 Index (TRI)) + more
Jindal Steel Limited 32 funds
Jindal Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth
Baroda BNP Paribas Flexi Cap Fund - Direct Plan - Growth Option + more
Union Bank of India 26 funds
Union Bank of India
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Mirae Asset Nifty Bank ETF + more
Siemens Limited 21 funds
Siemens Limited
Groww BSE Power ETF FOF
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth
Mirae Asset Nifty Energy ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 6 New Entries 🔴 6 Exits ↑ 14 Increased ↓ 5 Decreased
#StockSectorWeight (Jul 2026)
1
Zydus Lifesciences Limited
₹2.92 Cr
Pharmaceuticals & Biotechnology 2.98%
2
Nestle India Limited
₹1.89 Cr
Food Products 1.92%
3
Grasim Industries Limited
₹1.78 Cr
Cement & Cement Products 1.82%
4
Power Finance Corporation Limited
₹1.60 Cr
Finance 1.63%
5
Pidilite Industries Limited
₹1.47 Cr
Chemicals & Petrochemicals 1.50%
6
Tata Motors Passenger Vehicles Limited
₹97.85 L
Automobiles 1.00%
#StockSectorLast Weight (Jun 2026)
1
Shriram Finance Limited
₹4.27 Cr
Finance 4.17%
2
Titan Company Limited
₹3.54 Cr
Consumer Durables 3.45%
3
Jindal Steel Limited
₹2.78 Cr
Ferrous Metals 2.71%
4
Siemens Limited
₹2.27 Cr
Electrical Equipment 2.21%
5
Union Bank of India
₹1.94 Cr
Banks 1.90%
6
Tata Steel Limited
₹1.81 Cr
Ferrous Metals 1.77%
#StockSectorJun 2026Jul 2026Change
1
ABB India Limited
₹5.05 Cr
Electrical Equipment 2.04% 5.15% +3.11%
2
Adani Green Energy Limited
₹3.08 Cr
Power 1.75% 3.14% +1.39%
3
Apollo Hospitals Enterprise Limited
₹3.14 Cr
Healthcare Services 2.12% 3.20% +1.08%
4
Bajaj Auto Limited
₹3.71 Cr
Automobiles 3.06% 3.78% +0.72%
5
Torrent Pharmaceuticals Limited
₹4.44 Cr
Pharmaceuticals & Biotechnology 3.91% 4.53% +0.62%
6
CG Power and Industrial Solutions Limited
₹2.74 Cr
Electrical Equipment 2.39% 2.79% +0.40%
7
Coal India Limited
₹1.45 Cr
Consumable Fuels 1.16% 1.48% +0.32%
8
Adani Energy Solutions Limited
₹4.53 Cr
Power 4.31% 4.62% +0.31%
9
Samvardhana Motherson International Limited
₹4.09 Cr
Auto Components 3.93% 4.17% +0.24%
10
State Bank of India
₹3.46 Cr
Banks 3.38% 3.53% +0.15%
#StockSectorJun 2026Jul 2026Change
1
Hindalco Industries Limited
₹3.44 Cr
Non - Ferrous Metals 4.92% 3.50% -1.42%
2
JSW Steel Limited
₹2.22 Cr
Ferrous Metals 2.91% 2.26% -0.65%
3
Adani Power Limited
₹5.12 Cr
Power 5.72% 5.22% -0.50%
4
Adani Ports and Special Economic Zone Limited
₹3.49 Cr
Transport Infrastructure 3.63% 3.56% -0.07%
5
Vedanta Limited
₹2.73 Cr
Diversified Metals 2.83% 2.79% -0.04%

What Stocks Does This Fund Hold?

25 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹5.12 Cr
Power
5.22%
2
₹5.05 Cr
Electrical Equipment
5.15%
3
₹4.53 Cr
Power
4.62%
4
₹4.44 Cr
Pharmaceuticals & Biotechnology
4.53%
5
₹4.09 Cr
Auto Components
4.17%
6
₹4.01 Cr
Chemicals & Petrochemicals
4.09%
7
₹3.71 Cr
Automobiles
3.78%
8
₹3.49 Cr
Transport Infrastructure
3.56%
9
₹3.46 Cr
Banks
3.53%
10
₹3.44 Cr
Non - Ferrous Metals
3.50%
🏆 Top stocks held by Large Cap funds
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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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