← Samco Mutual Fund

Samco Large & Mid Cap Fund

Mid Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
33
Aug 2026
Equity Holdings
₹80.46 Cr
Equity only, excl. debt & cash
AAUM
₹115.69 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.2%
Moderate
Top 10 Weight
44.2%
Moderate
Changes
42
10 new · 9 exits
Top Sector
Electrical Equipment
22.8% of portfolio
Launch Date
05 Jun 2025
1 years old

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 10 new additions and exited 9 stocks this month. The biggest new buy was FSN E-Commerce Ventures Limited (Retailing) at 2.84% weight. Multi Commodity Exchange of India Limited was the biggest exit (Capital Markets), which was held at 2.78%. Among existing holdings, Apar Industries Limited saw the biggest increase — now at 5.57% of the portfolio. AIA Engineering Limited was trimmed the most, now at 1.67%. Laurus Labs Limited remains the top holding with Electrical Equipment the dominant sector at 22.8%. ↓ 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
Electrical Equipment 24.7% 20.4% -4.3%
Power 9.5% 11.8% +2.3%
Industrial Products 8.0% 11.1% +3.0%
Pharmaceuticals & Biotechnology 6.1% 10.3% +4.2%
Banks 2.9% 6.8% +3.9%
Auto Components 2.4% 3.2% +0.8%
Capital Markets 4.5% 2.8% -1.8%
Healthcare Services 2.2% 2.6% +0.4%
Diversified Metals 2.1% 2.2% +0.1%
Ferrous Metals 4.3% 2.1% -2.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Electrical Equipment 20.4% 22.8% +2.5%
Pharmaceuticals & Biotechnology 10.3% 13.2% +2.9%
Power 11.8% 10.0% -1.8%
Industrial Products 11.1% 6.6% -4.4%
Banks 6.8% 5.1% -1.7%
Auto Components 3.2% 3.5% +0.3%
Automobiles 0.6% 2.8% +2.2%
Retailing 0.0% 2.8% +2.8%
Healthcare Services 2.6% 2.6% +0.1%
Diversified Metals 2.2% 2.4% +0.2%
🟢
Biggest New Buy
FSN E-Commerce Ventures Limited
2.84% weight · Retailing
🔴
Biggest Exit
Multi Commodity Exchange of India Limited
2.78% was held · Capital Markets
Biggest Add
Apar Industries Limited
+1.17% · now 5.57%
Biggest Trim
AIA Engineering Limited
-1.84% · now 1.67%
🤝 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
SAMCO FLEXICAP FUND + 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
FSN E-Commerce Ventures Limited 27 funds
FSN E-Commerce Ventures Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
SAMCO ELSS TAX SAVER FUND + more
Radico Khaitan Limited 23 funds
Radico Khaitan Limited
Axis Momentum Fund - Direct Plan - Growth Option
SAMCO ELSS TAX SAVER FUND
Union Active Momentum Fund - Direct Plan - Growth Option + more
ABB India Limited 22 funds
ABB India Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Midcap Fund - Direct Plan - Growth Option
Axis Nifty Energy Index Fund + more
Marico Limited 20 funds
Marico Limited
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset BSE Midcap 150 Momentum 30 ETF + more
👋 Other funds also exited
Multi Commodity Exchange of India Limited 31 funds
Multi Commodity Exchange of India Limited
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
Mirae Asset Nifty 200 Alpha 30 ETF
ITI Focused Equity Fund + more
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
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
Solar Industries India Limited 18 funds
Solar Industries India Limited
ITI Focused Equity Fund
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth + more
Thermax Limited 17 funds
Thermax Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Motilal Oswal Infrastructure Fund-Direct-Growth
LIC MF Large & Mid Cap Fund-Direct Plan-Growth + more
LIC Housing Finance Limited 14 funds
LIC Housing Finance Limited
quant BFSI Fund - Growth Option - Direct Plan
Quant Value Fund - Growth Option - Direct Plan
Samco Multi Cap Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 10 New Entries 🔴 9 Exits ↑ 12 Increased ↓ 11 Decreased
#StockSectorWeight (Aug 2026)
1
FSN E-Commerce Ventures Limited
₹2.80 Cr
Retailing 2.84%
2
Aurobindo Pharma Limited
₹2.62 Cr
Pharmaceuticals & Biotechnology 2.65%
3
Bajaj Auto Limited
₹2.55 Cr
Automobiles 2.59%
4
ABB India Limited
₹1.58 Cr
Electrical Equipment 1.60%
5
Titan Company Limited
₹1.57 Cr
Consumer Durables 1.59%
6
Radico Khaitan Limited
₹1.50 Cr
Beverages 1.53%
7
Oracle Financial Services Software Limited
₹1.38 Cr
IT - Software 1.40%
8
Adani Green Energy Limited
₹1.33 Cr
Power 1.35%
9
Marico Limited
₹1.22 Cr
Agricultural Food & other Products 1.23%
10
Lloyds Metals And Energy Limited
₹1.02 Cr
Minerals & Mining 1.04%
#StockSectorLast Weight (Jul 2026)
1
Multi Commodity Exchange of India Limited
₹2.82 Cr
Capital Markets 2.78%
2
JSW Steel Limited
₹2.08 Cr
Ferrous Metals 2.05%
3
NLC India Limited
₹1.79 Cr
Power 1.77%
4
Thermax Limited
₹1.11 Cr
Electrical Equipment 1.09%
5
Power Finance Corporation Limited
₹78.75 L
Finance 0.78%
6
Coal India Limited
₹72.62 L
Consumable Fuels 0.72%
7
Solar Industries India Limited
₹55.72 L
Chemicals & Petrochemicals 0.55%
8
Bank of India
₹53.90 L
Banks 0.53%
9
LIC Housing Finance Limited
₹40.48 L
Finance 0.40%
#StockSectorJul 2026Aug 2026Change
1
Apar Industries Limited
₹5.49 Cr
Electrical Equipment 4.40% 5.57% +1.17%
2
Laurus Labs Limited
₹7.62 Cr
Pharmaceuticals & Biotechnology 7.13% 7.73% +0.60%
3
Bharat Heavy Electricals Limited
₹4.35 Cr
Electrical Equipment 3.95% 4.41% +0.46%
4
Hitachi Energy India Limited
₹4.81 Cr
Electrical Equipment 4.53% 4.88% +0.35%
5
Samvardhana Motherson International Limited
₹2.19 Cr
Auto Components 1.91% 2.22% +0.31%
6
CG Power and Industrial Solutions Limited
₹2.56 Cr
Electrical Equipment 2.39% 2.60% +0.21%
7
Vedanta Limited
₹2.36 Cr
Diversified Metals 2.21% 2.39% +0.18%
8
Vodafone Idea Limited
₹1.40 Cr
Telecom - Services 1.26% 1.42% +0.16%
9
Apollo Hospitals Enterprise Limited
₹2.58 Cr
Healthcare Services 2.57% 2.62% +0.05%
10
The Federal Bank Limited
₹2.29 Cr
Banks 2.28% 2.32% +0.04%
#StockSectorJul 2026Aug 2026Change
1
AIA Engineering Limited
₹1.65 Cr
Industrial Products 3.51% 1.67% -1.84%
2
National Aluminium Company Limited
₹42.09 L
Non - Ferrous Metals 2.05% 0.43% -1.62%
3
Polycab India Limited
₹1.35 Cr
Industrial Products 2.94% 1.37% -1.57%
4
Bank of Maharashtra
₹2.75 Cr
Banks 4.03% 2.79% -1.24%
5
Cummins India Limited
₹3.55 Cr
Industrial Products 4.61% 3.60% -1.01%
6
Adani Power Limited
₹3.98 Cr
Power 4.78% 4.04% -0.74%
7
Adani Energy Solutions Limited
₹4.53 Cr
Power 5.20% 4.60% -0.60%
8
Zydus Lifesciences Limited
₹62.18 L
Pharmaceuticals & Biotechnology 0.99% 0.63% -0.36%
9
Tata Motors Passenger Vehicles Limited
₹24.70 L
Automobiles 0.60% 0.25% -0.35%
10
GE Vernova T&D India Limited
₹3.73 Cr
Electrical Equipment 4.01% 3.78% -0.23%

What Stocks Does This Fund Hold?

33 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹7.62 Cr
Pharmaceuticals & Biotechnology
7.73%
2
₹5.49 Cr
Electrical Equipment
5.57%
3
₹4.81 Cr
Electrical Equipment
4.88%
4
₹4.53 Cr
Power
4.60%
5
₹4.35 Cr
Electrical Equipment
4.41%
6
₹3.98 Cr
Power
4.04%
7
₹3.73 Cr
Electrical Equipment
3.78%
8
₹3.55 Cr
Industrial Products
3.60%
9
₹2.80 Cr
Retailing
2.84%
10
₹2.75 Cr
Banks
2.79%
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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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