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Samco Large & Mid Cap Fund

Mid Cap Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
31
Jun 2026
Equity Holdings
₹87.65 Cr
Equity only, excl. debt & cash
AAUM
₹115.69 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
24.3%
Diversified
Top 10 Weight
43.2%
Moderate
Changes
42
8 new · 11 exits
Top Sector
Electrical Equipment
24.7% of portfolio

AAUM (Average Assets Under Management) of ₹115.69 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 & Mid Cap Fund made 8 new additions and exited 11 stocks this month. The biggest new buy was Polycab India Limited (Industrial Products) at 3.30% weight. Titan Company Limited was the biggest exit (Consumer Durables), which was held at 1.91%. Among existing holdings, Cummins India Limited saw the biggest increase — now at 4.72% of the portfolio. Aditya Birla Capital Limited was trimmed the most, now at 1.58%. GE Vernova T&D India Limited remains the top holding with Electrical Equipment the dominant sector at 24.7%. ↓ 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
Electrical Equipment 9.9% 20.1% +10.3%
Power 1.8% 8.4% +6.6%
Finance 8.1% 8.2% +0.0%
Pharmaceuticals & Biotechnology 3.7% 6.4% +2.7%
Non - Ferrous Metals 4.2% 5.7% +1.4%
Capital Markets 4.4% 4.6% +0.2%
Ferrous Metals 0.4% 3.3% +3.0%
Diversified Metals 2.0% 2.5% +0.5%
Banks 4.9% 2.5% -2.4%
Industrial Products 3.9% 2.3% -1.6%
May 2026 Jun 2026
Sector Prev Curr Delta
Electrical Equipment 20.1% 24.7% +4.6%
Power 8.4% 9.5% +1.1%
Industrial Products 2.3% 8.0% +5.7%
Pharmaceuticals & Biotechnology 6.4% 6.1% -0.3%
Non - Ferrous Metals 5.7% 4.9% -0.7%
Capital Markets 4.6% 4.5% -0.1%
Ferrous Metals 3.3% 4.3% +0.9%
Banks 2.5% 2.9% +0.5%
Auto Components 1.0% 2.4% +1.4%
Healthcare Services 0.0% 2.2% +2.2%
🟢
Biggest New Buy
Polycab India Limited
3.30% weight · Industrial Products
🔴
Biggest Exit
Titan Company Limited
1.91% was held · Consumer Durables
Biggest Add
Cummins India Limited
+2.44% · now 4.72%
Biggest Trim
Aditya Birla Capital Limited
-4.55% · now 1.58%
🤝 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
Polycab India Limited 37 funds
Polycab India Limited
Groww Nifty 500 Momentum 50 ETF
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth
Motilal Oswal Infrastructure Fund-Direct-Growth + more
Vodafone Idea Limited 34 funds
Vodafone Idea Limited
Groww Nifty 500 Momentum 50 ETF
Tata Nifty200 Alpha 30 Index Fund - Direct -Growth
Mirae Asset Nifty 200 Alpha 30 ETF + more
JSW Steel Limited 30 funds
JSW Steel Limited
Nippon India Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth Option
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth + 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
Thermax Limited 28 funds
Thermax Limited
Groww Nifty 500 Momentum 50 ETF
Samco Mid Cap Fund
Samco Multi Asset Allocation 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
Samco Large Cap Fund + more
Vedanta Iron And Steel Limited 166 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Talwandi Sabo Power Limited 145 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth + 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
State Bank of India 38 funds
State Bank of India
Mirae Asset Nifty PSU Bank ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
Bandhan Nifty200 Momentum 30 Index Fund + 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
🟢 8 New Entries 🔴 11 Exits ↑ 14 Increased ↓ 9 Decreased
#StockSectorWeight (Jun 2026)
1
Polycab India Limited
₹3.76 Cr
Industrial Products 3.30%
2
CG Power and Industrial Solutions Limited
₹2.66 Cr
Electrical Equipment 2.34%
3
Apollo Hospitals Enterprise Limited
₹2.52 Cr
Healthcare Services 2.21%
4
JSW Steel Limited
₹1.47 Cr
Ferrous Metals 1.29%
5
Samvardhana Motherson International Limited
₹1.46 Cr
Auto Components 1.28%
6
Adani Green Energy Limited
₹1.44 Cr
Power 1.27%
7
Vodafone Idea Limited
₹1.42 Cr
Telecom - Services 1.24%
8
Thermax Limited
₹1.33 Cr
Electrical Equipment 1.17%
#StockSectorLast Weight (May 2026)
1
Titan Company Limited
₹2.28 Cr
Consumer Durables 1.91%
2
L&T Finance Limited
₹2.06 Cr
Finance 1.73%
3
Oil & Natural Gas Corporation Limited
₹1.88 Cr
Oil 1.58%
4
Glenmark Pharmaceuticals Limited
₹1.29 Cr
Pharmaceuticals & Biotechnology 1.09%
5
Vedanta Iron And Steel Limited
₹1.03 Cr
Metals & Minerals Trading 0.86%
6
Malco Energy Limited
₹1.03 Cr
Power 0.86%
7
Talwandi Sabo Power Limited
₹1.03 Cr
Power 0.86%
8
Vedanta Aluminium Metal Limited
₹1.03 Cr
Metals & Minerals Trading 0.86%
9
AU Small Finance Bank Limited
₹55.14 L
Banks 0.46%
10
State Bank of India
₹50.25 L
Banks 0.42%
#StockSectorMay 2026Jun 2026Change
1
Cummins India Limited
₹5.38 Cr
Industrial Products 2.28% 4.72% +2.44%
2
Adani Energy Solutions Limited
₹4.77 Cr
Power 2.46% 4.19% +1.73%
3
Apar Industries Limited
₹5.14 Cr
Electrical Equipment 3.41% 4.51% +1.10%
4
Bank of Maharashtra
₹2.03 Cr
Banks 1.10% 1.78% +0.68%
5
The Federal Bank Limited
₹1.30 Cr
Banks 0.47% 1.14% +0.67%
6
Laurus Labs Limited
₹4.96 Cr
Pharmaceuticals & Biotechnology 3.73% 4.35% +0.62%
7
Bharat Heavy Electricals Limited
₹4.82 Cr
Electrical Equipment 4.07% 4.23% +0.16%
8
Torrent Pharmaceuticals Limited
₹1.97 Cr
Pharmaceuticals & Biotechnology 1.58% 1.73% +0.15%
9
Bharat Forge Limited
₹1.29 Cr
Auto Components 0.98% 1.13% +0.15%
10
Adani Ports and Special Economic Zone Limited
₹2.44 Cr
Transport Infrastructure 2.04% 2.15% +0.11%
#StockSectorMay 2026Jun 2026Change
1
Aditya Birla Capital Limited
₹1.80 Cr
Finance 6.13% 1.58% -4.55%
2
Vedanta Limited
₹2.38 Cr
Diversified Metals 2.51% 2.09% -0.42%
3
Hindalco Industries Limited
₹3.59 Cr
Non - Ferrous Metals 3.55% 3.15% -0.40%
4
National Aluminium Company Limited
₹2.01 Cr
Non - Ferrous Metals 2.11% 1.77% -0.34%
5
Steel Authority of India Limited
₹3.04 Cr
Ferrous Metals 3.00% 2.67% -0.33%
6
Hitachi Energy India Limited
₹5.98 Cr
Electrical Equipment 5.52% 5.25% -0.27%
7
Adani Power Limited
₹4.60 Cr
Power 4.19% 4.04% -0.15%
8
BSE Limited
₹3.04 Cr
Capital Markets 2.74% 2.67% -0.07%
9
Tata Steel Limited
₹35.74 L
Ferrous Metals 0.33% 0.31% -0.02%

What Stocks Does This Fund Hold?

31 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹6.20 Cr
Electrical Equipment
5.44%
2
₹5.98 Cr
Electrical Equipment
5.25%
3
₹5.38 Cr
Industrial Products
4.72%
4
₹5.14 Cr
Electrical Equipment
4.51%
5
₹4.96 Cr
Pharmaceuticals & Biotechnology
4.35%
6
₹4.82 Cr
Electrical Equipment
4.23%
7
₹4.77 Cr
Power
4.19%
8
₹4.60 Cr
Power
4.04%
9
₹3.76 Cr
Industrial Products
3.30%
10
₹3.59 Cr
Non - Ferrous Metals
3.15%
🏆 Top stocks held by Mid 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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