← Samco Mutual Fund

Samco Multi Cap Fund

Multi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
95
Aug 2026
Equity Holdings
₹193.22 Cr
Equity only, excl. debt & cash
AAUM
₹243.22 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
10.3%
Diversified
Top 10 Weight
18.6%
Diversified
Changes
117
21 new · 23 exits
Top Sector
Electrical Equipment
13.2% of portfolio
Launch Date
10 Oct 2024
2 years old

AAUM (Average Assets Under Management) of ₹243.22 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 Multi Cap Fund made 21 new additions and exited 23 stocks this month. The biggest new buy was Lalithaa Jewellery Mart Ltd (Consumer Durables) at 2.79% weight. LIC Housing Finance Limited was the biggest exit (Finance), which was held at 1.74%. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 1.13% of the portfolio. Syrma SGS Technology Limited was trimmed the most, now at 1.19%. Lalithaa Jewellery Mart Ltd remains the top holding with Electrical Equipment the dominant sector at 13.2%. ↓ 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
Banks 12.2% 12.0% -0.2%
Electrical Equipment 9.3% 11.8% +2.5%
Pharmaceuticals & Biotechnology 10.8% 8.4% -2.5%
Industrial Products 6.8% 6.9% +0.0%
Auto Components 4.8% 6.7% +1.9%
Power 3.8% 4.3% +0.5%
Chemicals & Petrochemicals 2.2% 4.0% +1.8%
Non - Ferrous Metals 3.8% 3.1% -0.7%
Capital Markets 4.1% 2.9% -1.2%
Finance 4.4% 2.7% -1.7%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Electrical Equipment 11.8% 13.2% +1.3%
Banks 12.0% 10.1% -2.0%
Industrial Products 6.9% 9.8% +3.0%
Pharmaceuticals & Biotechnology 8.4% 8.1% -0.3%
Consumer Durables 0.8% 4.2% +3.4%
Chemicals & Petrochemicals 4.0% 4.2% +0.2%
Auto Components 6.7% 4.2% -2.6%
Power 4.3% 4.1% -0.2%
Automobiles 2.4% 3.2% +0.8%
Telecom - Services 2.4% 2.7% +0.4%
🟢
Biggest New Buy
Lalithaa Jewellery Mart Ltd
2.79% weight · Consumer Durables
🔴
Biggest Exit
LIC Housing Finance Limited
1.74% was held · Finance
Biggest Add
MTAR Technologies Limited
+0.65% · now 1.13%
Biggest Trim
Syrma SGS Technology Limited
-0.51% · now 1.19%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
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
Kirloskar Pneumatic Company Limited 26 funds
Kirloskar Pneumatic Company Limited
Tata Small Cap Fund-Direct Plan-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Franklin Build India Fund - Direct - Growth + 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
Nestle India Limited 22 funds
Nestle India Limited
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Motilal Oswal Quant Fund - Direct - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Polycab India Limited 18 funds
Polycab India Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Motilal Oswal Quant Fund - Direct - Growth
SAMCO ELSS TAX SAVER FUND + more
👋 Other funds also exited
TD Power Systems Limited 79 funds
TD Power Systems Limited
Sundaram Business Cycle Fund Direct Plan Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
Groww Small Cap Fund-Direct-Growth + more
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
Kirloskar Pneumatic Co Ltd 27 funds
Kirloskar Pneumatic Co Ltd
Tata Small Cap Fund-Direct Plan-Growth
Sundaram Business Cycle Fund Direct Plan Growth
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option + more
Hindalco Industries Limited 24 funds
Hindalco Industries Limited
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
Mirae Asset Nifty 200 Alpha 30 ETF
Mirae Asset Nifty India Manufacturing ETF + 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

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 21 New Entries 🔴 23 Exits ↑ 37 Increased ↓ 36 Decreased
#StockSectorWeight (Aug 2026)
1
Lalithaa Jewellery Mart Ltd
₹6.42 Cr
Consumer Durables 2.79%
2
AIA Engineering Limited
₹3.45 Cr
Industrial Products 1.50%
3
NLC India Limited
₹3.35 Cr
Power 1.46%
4
Aurobindo Pharma Limited
₹2.99 Cr
Pharmaceuticals & Biotechnology 1.30%
5
Polycab India Limited
₹2.97 Cr
Industrial Products 1.29%
6
Nestle India Limited
₹2.80 Cr
Food Products 1.22%
7
Hindustan Petroleum Corporation Limited
₹2.68 Cr
Petroleum Products 1.16%
8
Skipper Ltd.
₹2.44 Cr
Electrical Equipment 1.06%
9
Bajaj Auto Limited
₹2.00 Cr
Automobiles 0.87%
10
Radico Khaitan Limited
₹1.95 Cr
Beverages 0.85%
#StockSectorLast Weight (Jul 2026)
1
LIC Housing Finance Limited
₹3.98 Cr
Finance 1.74%
2
Samvardhana Motherson International Limited
₹3.39 Cr
Auto Components 1.48%
3
Multi Commodity Exchange of India Limited
₹3.34 Cr
Capital Markets 1.46%
4
Indian Bank
₹3.31 Cr
Banks 1.45%
5
Hindalco Industries Limited
₹3.28 Cr
Non - Ferrous Metals 1.44%
6
Coal India Limited
₹2.85 Cr
Consumable Fuels 1.25%
7
Aegis Logistics Limited
₹2.78 Cr
Gas 1.22%
8
Shipping Corporation Of India Limited
₹2.62 Cr
Transport Services 1.15%
9
ITD Cementation India Limited
₹2.56 Cr
Construction 1.12%
10
JSW Steel Limited
₹2.38 Cr
Ferrous Metals 1.04%
#StockSectorJul 2026Aug 2026Change
1
MTAR Technologies Limited
₹2.59 Cr
Aerospace & Defense 0.48% 1.13% +0.65%
2
Sansera Engineering Limited
₹2.65 Cr
Auto Components 0.66% 1.15% +0.49%
3
Black Box Limited
₹1.08 Cr
IT - Services 0.08% 0.47% +0.39%
4
Apar Industries Limited
₹4.69 Cr
Electrical Equipment 1.67% 2.04% +0.37%
5
Thangamayil Jewellery Limited
₹2.17 Cr
Consumer Durables 0.61% 0.94% +0.33%
6
SKY GOLD AND DIAMONDS LIMITED
₹1.04 Cr
Consumer Durables 0.14% 0.45% +0.31%
7
HFCL Limited
₹3.14 Cr
Telecom - Services 1.10% 1.36% +0.26%
8
Gokul Agro Resources Limited
₹84.23 L
Agricultural Food & other Products 0.11% 0.37% +0.26%
9
Aditya Vision Ltd
₹71.52 L
Retailing 0.06% 0.31% +0.25%
10
Diamond Power Infrastructure Limited
₹92.89 L
Electrical Equipment 0.19% 0.40% +0.21%
#StockSectorJul 2026Aug 2026Change
1
Syrma SGS Technology Limited
₹2.74 Cr
Industrial Manufacturing 1.70% 1.19% -0.51%
2
Honasa Consumer Limited
₹1.09 Cr
Personal Products 0.97% 0.47% -0.50%
3
Kirloskar Oil Engines Limited
₹2.40 Cr
Industrial Products 1.53% 1.04% -0.49%
4
Karur Vysya Bank Limited
₹2.52 Cr
Banks 1.54% 1.10% -0.44%
5
Granules India Limited
₹2.52 Cr
Pharmaceuticals & Biotechnology 1.42% 1.09% -0.33%
6
Anand Rathi Wealth Limited
₹2.65 Cr
Capital Markets 1.47% 1.15% -0.32%
7
Acutaas Chemicals Ltd
₹2.55 Cr
Pharmaceuticals & Biotechnology 1.43% 1.11% -0.32%
8
Chennai Petroleum Corporation Limited
₹2.87 Cr
Petroleum Products 1.52% 1.25% -0.27%
9
Schneider Electric Infrastructure Limited
₹2.63 Cr
Electrical Equipment 1.39% 1.14% -0.25%
10
Avalon Technologies Limited
₹1.11 Cr
Electrical Equipment 0.71% 0.48% -0.23%

What Stocks Does This Fund Hold?

95 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹6.42 Cr
Consumer Durables
2.79%
2
₹4.69 Cr
Electrical Equipment
2.04%
3
₹4.34 Cr
Chemicals & Petrochemicals
1.89%
4
₹4.15 Cr
Non - Ferrous Metals
1.80%
5
₹4.11 Cr
Banks
1.79%
6
₹3.90 Cr
Banks
1.70%
7
₹3.88 Cr
Pharmaceuticals & Biotechnology
1.69%
8
₹3.89 Cr
Banks
1.69%
9
₹3.68 Cr
Electrical Equipment
1.60%
10
₹3.66 Cr
Industrial Products
1.59%
🏆 Top stocks held by Multi 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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