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Samco Large Cap Fund

Large Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
24
Aug 2026
Equity Holdings
₹72.69 Cr
Equity only, excl. debt & cash
AAUM
₹107.48 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.9%
Diversified
Top 10 Weight
42.0%
Moderate
Changes
28
3 new · 4 exits
Top Sector
Pharmaceuticals & Biotechnology
11.6% 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 3 new additions and exited 4 stocks this month. The biggest new buy was Divi's Laboratories Limited (Pharmaceuticals & Biotechnology) at 4.08% weight. NTPC Limited was the biggest exit (Power), which was held at 2.02%. Among existing holdings, Samvardhana Motherson International Limited saw the biggest increase — now at 4.96% of the portfolio. State Bank of India was trimmed the most, now at 2.53%. Samvardhana Motherson International Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 11.6%. ↓ 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
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 7.5% 11.6% +4.1%
Automobiles 8.0% 11.6% +3.6%
Power 15.0% 11.3% -3.7%
Electrical Equipment 7.9% 7.8% -0.1%
Auto Components 4.2% 5.0% +0.8%
Chemicals & Petrochemicals 5.6% 4.3% -1.3%
Healthcare Services 3.2% 3.3% +0.1%
Consumer Durables 0.0% 3.3% +3.3%
Non - Ferrous Metals 3.5% 3.0% -0.5%
Transport Infrastructure 3.6% 2.8% -0.8%
🟢
Biggest New Buy
Divi's Laboratories Limited
4.08% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
NTPC Limited
2.02% was held · Power
Biggest Add
Samvardhana Motherson International Limited
+0.79% · now 4.96%
Biggest Trim
State Bank of India
-1.00% · now 2.53%
🤝 Other funds also bought this month
Divi's Laboratories Limited 36 funds
Divi's Laboratories Limited
Mirae Asset Nifty 500 Healthcare ETF
quant Focused Fund - Growth Option-Direct Plan
ICICI Prudential Healthcare Fund + more
TVS Motor Company Limited 35 funds
TVS Motor Company Limited
ICICI Prudential Focused Fund
Mirae Asset Nifty Next 50 ETF
Invesco India Manufacturing Fund - Direct Plan - Growth + more
Titan Company Limited 32 funds
Titan Company Limited
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
👋 Other funds also exited
Power Finance Corporation Limited 31 funds
Power Finance Corporation Limited
BANK OF INDIA ELSS Tax Saver -Direct Plan- Growth
LIC MF Banking and Financial Services Fund-Direct Plan-Growth
Mahindra Manulife Focused Fund - Direct Plan -Growth + more
NTPC Limited 30 funds
NTPC Limited
Mirae Asset Nifty Top 20 Equal Weight ETF
Canara Robeco Value Fund - Direct Plan - Growth Option
Kotak Focused Fund- Direct Plan- Growth option + more
Coal India Limited 20 funds
Coal India Limited
SAMCO FLEXICAP FUND
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
DSP Multicap Fund - Direct - Growth + more
Pidilite Industries Limited 12 funds
Pidilite Industries Limited
WhiteOak Capital Quality Equity Fund Direct Plan Growth
Motilal Oswal Consumption Fund-Direct-Growth
ITI Business Cycle Fund- Direct Plan- Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 4 Exits ↑ 9 Increased ↓ 12 Decreased
#StockSectorWeight (Aug 2026)
1
Divi's Laboratories Limited
₹3.82 Cr
Pharmaceuticals & Biotechnology 4.08%
2
Titan Company Limited
₹3.10 Cr
Consumer Durables 3.32%
3
TVS Motor Company Limited
₹2.89 Cr
Automobiles 3.10%
#StockSectorLast Weight (Jul 2026)
1
NTPC Limited
₹1.98 Cr
Power 2.02%
2
Power Finance Corporation Limited
₹1.60 Cr
Finance 1.63%
3
Pidilite Industries Limited
₹1.47 Cr
Chemicals & Petrochemicals 1.50%
4
Coal India Limited
₹1.45 Cr
Consumable Fuels 1.48%
#StockSectorJul 2026Aug 2026Change
1
Samvardhana Motherson International Limited
₹4.63 Cr
Auto Components 4.17% 4.96% +0.79%
2
Nestle India Limited
₹2.48 Cr
Food Products 1.92% 2.66% +0.74%
3
Bajaj Auto Limited
₹3.91 Cr
Automobiles 3.78% 4.18% +0.40%
4
Zydus Lifesciences Limited
₹3.01 Cr
Pharmaceuticals & Biotechnology 2.98% 3.23% +0.25%
5
Grasim Industries Limited
₹1.94 Cr
Cement & Cement Products 1.82% 2.07% +0.25%
6
Solar Industries India Limited
₹4.04 Cr
Chemicals & Petrochemicals 4.09% 4.32% +0.23%
7
Eicher Motors Limited
₹3.19 Cr
Automobiles 3.21% 3.42% +0.21%
8
CG Power and Industrial Solutions Limited
₹2.79 Cr
Electrical Equipment 2.79% 2.98% +0.19%
9
Apollo Hospitals Enterprise Limited
₹3.12 Cr
Healthcare Services 3.20% 3.34% +0.14%
#StockSectorJul 2026Aug 2026Change
1
State Bank of India
₹2.36 Cr
Banks 3.53% 2.53% -1.00%
2
Adani Power Limited
₹4.14 Cr
Power 5.22% 4.43% -0.79%
3
Adani Ports and Special Economic Zone Limited
₹2.60 Cr
Transport Infrastructure 3.56% 2.78% -0.78%
4
Vedanta Limited
₹2.01 Cr
Diversified Metals 2.79% 2.15% -0.64%
5
Adani Energy Solutions Limited
₹3.81 Cr
Power 4.62% 4.08% -0.54%
6
Hindalco Industries Limited
₹2.81 Cr
Non - Ferrous Metals 3.50% 3.00% -0.50%
7
Adani Green Energy Limited
₹2.61 Cr
Power 3.14% 2.80% -0.34%
8
ABB India Limited
₹4.51 Cr
Electrical Equipment 5.15% 4.83% -0.32%
9
JSW Steel Limited
₹1.88 Cr
Ferrous Metals 2.26% 2.01% -0.25%
10
Torrent Pharmaceuticals Limited
₹4.05 Cr
Pharmaceuticals & Biotechnology 4.53% 4.33% -0.20%

What Stocks Does This Fund Hold?

24 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹4.63 Cr
Auto Components
4.96%
2
₹4.51 Cr
Electrical Equipment
4.83%
3
₹4.14 Cr
Power
4.43%
4
₹4.05 Cr
Pharmaceuticals & Biotechnology
4.33%
5
₹4.04 Cr
Chemicals & Petrochemicals
4.32%
6
₹3.91 Cr
Automobiles
4.18%
7
₹3.81 Cr
Power
4.08%
8
₹3.82 Cr
Pharmaceuticals & Biotechnology
4.08%
9
₹3.19 Cr
Automobiles
3.42%
10
₹3.12 Cr
Healthcare Services
3.34%
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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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