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Samco Large Cap Fund

Large Cap Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
25
Jun 2026
Equity Holdings
₹77.69 Cr
Equity only, excl. debt & cash
AAUM
₹107.48 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
23.1%
Diversified
Top 10 Weight
41.4%
Moderate
Changes
32
4 new · 7 exits
Top Sector
Power
13.8% of portfolio

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 4 new additions and exited 7 stocks this month. The biggest new buy was CG Power and Industrial Solutions Limited (Electrical Equipment) at 2.39% weight. Hindustan Zinc Limited was the biggest exit (Non - Ferrous Metals), which was held at 3.92%. Among existing holdings, Shriram Finance Limited saw the biggest increase — now at 4.17% of the portfolio. Hindalco Industries Limited was trimmed the most, now at 4.92%. Adani Power Limited remains the top holding with Power the dominant sector at 13.8%. ↓ 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
Power 11.4% 14.3% +2.9%
Automobiles 6.5% 9.5% +3.0%
Non - Ferrous Metals 8.0% 9.4% +1.4%
Ferrous Metals 7.7% 7.6% 0.0%
Banks 12.7% 4.7% -8.0%
Auto Components 3.6% 4.4% +0.7%
Electrical Equipment 2.0% 4.2% +2.2%
Pharmaceuticals & Biotechnology 3.3% 4.1% +0.9%
Chemicals & Petrochemicals 0.0% 3.7% +3.7%
Finance 3.5% 3.6% +0.0%
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%
🟢
Biggest New Buy
CG Power and Industrial Solutions Limited
2.39% weight · Electrical Equipment
🔴
Biggest Exit
Hindustan Zinc Limited
3.92% was held · Non - Ferrous Metals
Biggest Add
Shriram Finance Limited
+0.60% · now 4.17%
Biggest Trim
Hindalco Industries Limited
-0.55% · now 4.92%
🤝 Other funds also bought this month
CG Power and Industrial Solutions Limited 44 funds
CG Power and Industrial Solutions Limited
Groww Nifty 500 Momentum 50 ETF
Groww BSE Power ETF FOF
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth + more
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
Adani Green Energy Limited 28 funds
Adani Green Energy Limited
Motilal Oswal BSE Clean Environment Index Fund
Groww BSE Power ETF FOF
Tata Nifty200 Alpha 30 Index Fund - Direct -Growth + more
Apollo Hospitals Enterprise Limited 17 funds
Apollo Hospitals Enterprise Limited
Groww BSE Hospitals ETF FOF
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Kotak Dividend Yield Fund + more
👋 Other funds also exited
Malco Energy Limited 167 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
ICICI Prudential MNC Fund - Direct Plan - Growth Option + more
Vedanta Iron And Steel Limited 166 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
SBI MNC FUND - DIRECT PLAN -GROWTH
ICICI Prudential MNC Fund - Direct Plan - Growth Option + more
Talwandi Sabo Power Limited 145 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
ICICI Prudential Nifty200 Value 30 ETF + more
Vedanta Aluminium Metal Limited 95 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sunlife Nifty Next 50 ETF
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth + more
TVS Motor Company Limited 39 funds
TVS Motor Company Limited
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth
Bandhan Nifty200 Momentum 30 Index Fund
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Oil & Natural Gas Corporation Limited 33 funds
Oil & Natural Gas Corporation Limited
NJ Flexi Cap Fund
Mahindra Manulife Focused Fund - Direct Plan -Growth
Axis Momentum Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 4 New Entries 🔴 7 Exits ↑ 11 Increased ↓ 10 Decreased
#StockSectorWeight (Jun 2026)
1
CG Power and Industrial Solutions Limited
₹2.45 Cr
Electrical Equipment 2.39%
2
Apollo Hospitals Enterprise Limited
₹2.17 Cr
Healthcare Services 2.12%
3
Adani Green Energy Limited
₹1.79 Cr
Power 1.75%
4
Coal India Limited
₹1.19 Cr
Consumable Fuels 1.16%
#StockSectorLast Weight (May 2026)
1
Hindustan Zinc Limited
₹4.26 Cr
Non - Ferrous Metals 3.92%
2
TVS Motor Company Limited
₹3.72 Cr
Automobiles 3.42%
3
Oil & Natural Gas Corporation Limited
₹2.03 Cr
Oil 1.87%
4
Talwandi Sabo Power Limited
₹1.25 Cr
Power 1.15%
5
Vedanta Iron And Steel Limited
₹1.25 Cr
Metals & Minerals Trading 1.15%
6
Vedanta Aluminium Metal Limited
₹1.25 Cr
Metals & Minerals Trading 1.15%
7
Malco Energy Limited
₹1.25 Cr
Power 1.15%
#StockSectorMay 2026Jun 2026Change
1
Shriram Finance Limited
₹4.27 Cr
Finance 3.57% 4.17% +0.60%
2
Titan Company Limited
₹3.54 Cr
Consumer Durables 3.01% 3.45% +0.44%
3
State Bank of India
₹3.46 Cr
Banks 2.99% 3.38% +0.39%
4
Solar Industries India Limited
₹4.08 Cr
Chemicals & Petrochemicals 3.66% 3.98% +0.32%
5
Adani Ports and Special Economic Zone Limited
₹3.72 Cr
Transport Infrastructure 3.41% 3.63% +0.22%
6
Adani Energy Solutions Limited
₹4.41 Cr
Power 4.12% 4.31% +0.19%
7
Union Bank of India
₹1.94 Cr
Banks 1.74% 1.90% +0.16%
8
Eicher Motors Limited
₹3.16 Cr
Automobiles 2.95% 3.08% +0.13%
9
JSW Steel Limited
₹2.98 Cr
Ferrous Metals 2.86% 2.91% +0.05%
10
Cummins India Limited
₹2.58 Cr
Industrial Products 2.46% 2.51% +0.05%
#StockSectorMay 2026Jun 2026Change
1
Hindalco Industries Limited
₹5.04 Cr
Non - Ferrous Metals 5.47% 4.92% -0.55%
2
Vedanta Limited
₹2.90 Cr
Diversified Metals 3.36% 2.83% -0.53%
3
Samvardhana Motherson International Limited
₹4.02 Cr
Auto Components 4.36% 3.93% -0.43%
4
Torrent Pharmaceuticals Limited
₹4.01 Cr
Pharmaceuticals & Biotechnology 4.14% 3.91% -0.23%
5
Jindal Steel Limited
₹2.78 Cr
Ferrous Metals 2.91% 2.71% -0.20%
6
Adani Power Limited
₹5.86 Cr
Power 5.87% 5.72% -0.15%
7
Tata Steel Limited
₹1.81 Cr
Ferrous Metals 1.84% 1.77% -0.07%
8
NTPC Limited
₹2.03 Cr
Power 2.03% 1.98% -0.05%
9
Bajaj Auto Limited
₹3.13 Cr
Automobiles 3.10% 3.06% -0.04%
10
Siemens Limited
₹2.27 Cr
Electrical Equipment 2.23% 2.21% -0.02%

What Stocks Does This Fund Hold?

25 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹5.86 Cr
Power
5.72%
2
₹5.04 Cr
Non - Ferrous Metals
4.92%
3
₹4.41 Cr
Power
4.31%
4
₹4.27 Cr
Finance
4.17%
5
₹4.08 Cr
Chemicals & Petrochemicals
3.98%
6
₹4.02 Cr
Auto Components
3.93%
7
₹4.01 Cr
Pharmaceuticals & Biotechnology
3.91%
8
₹3.72 Cr
Transport Infrastructure
3.63%
9
₹3.54 Cr
Consumer Durables
3.45%
10
₹3.46 Cr
Banks
3.38%
🏆 Top stocks held by Large Cap funds
See which stocks all active Large 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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