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Samco Multi Cap Fund

Multi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
97
Jul 2026
Equity Holdings
₹200.20 Cr
Equity only, excl. debt & cash
AAUM
₹243.22 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
8.7%
Diversified
Top 10 Weight
16.9%
Diversified
Changes
120
21 new · 25 exits
Top Sector
Banks
12.0% 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 25 stocks this month. The biggest new buy was Thermax Limited (Electrical Equipment) at 1.49% weight. General Insurance Corporation of India was the biggest exit (Insurance), which was held at 1.79%. Among existing holdings, Solar Industries India Limited saw the biggest increase — now at 1.74% of the portfolio. HFCL Limited was trimmed the most, now at 1.10%. Bank of India remains the top holding with Banks the dominant sector at 12.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 15.3% 12.2% -3.1%
Pharmaceuticals & Biotechnology 9.1% 10.8% +1.8%
Electrical Equipment 8.4% 9.3% +0.9%
Industrial Products 5.8% 6.8% +1.1%
Auto Components 3.6% 4.8% +1.2%
Finance 3.8% 4.4% +0.6%
Capital Markets 3.8% 4.1% +0.3%
Non - Ferrous Metals 4.7% 3.8% -0.9%
Power 3.6% 3.8% +0.2%
Automobiles 5.5% 3.7% -1.8%
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%
🟢
Biggest New Buy
Thermax Limited
1.49% weight · Electrical Equipment
🔴
Biggest Exit
General Insurance Corporation of India
1.79% was held · Insurance
Biggest Add
Solar Industries India Limited
+1.43% · now 1.74%
Biggest Trim
HFCL Limited
-0.68% · now 1.10%
🤝 Other funds also bought this month
Bharat Heavy Electricals Limited 31 funds
Bharat Heavy Electricals Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
Samco Mid Cap Fund + more
Belrise Industries Ltd. 24 funds
Belrise Industries Ltd.
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
SBI Resurgent India Opportunities Scheme
Motilal Oswal Infrastructure Fund-Direct-Growth + more
Sona BLW Precision Forgings Limited 24 funds
Sona BLW Precision Forgings Limited
SBI Resurgent India Opportunities Scheme
Navi Nifty SmallCap250 Momentum Qlty 100
quant Large & Mid Cap Fund - Growth Option-Direct Plan + more
Thermax Limited 21 funds
Thermax Limited
Sundaram Large and Midcap Fund Direct Plan - Growth
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
LIC MF Mid Cap Fund-Direct Plan-Growth + more
ITD Cementation India Limited 12 funds
ITD Cementation India Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Special Opportunities Fund - Direct - Growth
Bank Of India Manufacturing and Infrastructure Fund + more
Vodafone Idea Limited 12 funds
Vodafone Idea Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Samco Mid Cap Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Shriram Finance Limited 39 funds
Shriram Finance Limited
Groww Nifty 500 Momentum 50 ETF FOF
Mirae Asset Nifty Financial Services ETF
Samco Large Cap Fund + more
ABB India Limited 35 funds
ABB India Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Groww BSE Power ETF FOF
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH + more
Glenmark Pharmaceuticals Limited 27 funds
Glenmark Pharmaceuticals Limited
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Mirae Asset Nifty 500 Healthcare ETF + more
NMDC Limited 27 funds
NMDC Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH + more
Aditya Birla Sun Life AMC Limited 17 funds
Aditya Birla Sun Life AMC Limited
Groww Nifty Smallcap250 ETF
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Groww Nifty Capital Markets ETF FOF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 21 New Entries 🔴 25 Exits ↑ 51 Increased ↓ 23 Decreased
#StockSectorWeight (Jul 2026)
1
Thermax Limited
₹3.41 Cr
Electrical Equipment 1.49%
2
Bharat Heavy Electricals Limited
₹3.10 Cr
Electrical Equipment 1.36%
3
Sona BLW Precision Forgings Limited
₹3.10 Cr
Auto Components 1.36%
4
Vodafone Idea Limited
₹2.86 Cr
Telecom - Services 1.25%
5
Aegis Logistics Limited
₹2.78 Cr
Gas 1.22%
6
ITD Cementation India Limited
₹2.56 Cr
Construction 1.12%
7
R R Kabel Limited
₹2.51 Cr
Industrial Products 1.10%
8
Belrise Industries Ltd.
₹2.26 Cr
Auto Components 0.99%
9
Honasa Consumer Limited
₹2.21 Cr
Personal Products 0.97%
10
LLOYDS ENGINEERING WORKS LIMITED
₹1.20 Cr
Industrial Manufacturing 0.53%
#StockSectorLast Weight (Jun 2026)
1
General Insurance Corporation of India
₹4.38 Cr
Insurance 1.79%
2
NMDC Limited
₹4.14 Cr
Minerals & Mining 1.70%
3
Shriram Finance Limited
₹3.45 Cr
Finance 1.41%
4
Glenmark Pharmaceuticals Limited
₹3.42 Cr
Pharmaceuticals & Biotechnology 1.40%
5
Aditya Birla Sun Life AMC Limited
₹3.29 Cr
Capital Markets 1.35%
6
JB Chemicals & Pharmaceuticals Limited
₹3.20 Cr
Pharmaceuticals & Biotechnology 1.31%
7
Anupam Rasayan India Limited
₹2.95 Cr
Chemicals & Petrochemicals 1.21%
8
Hindustan Copper Limited
₹2.58 Cr
Non - Ferrous Metals 1.06%
9
Force Motors Limited
₹2.50 Cr
Automobiles 1.03%
10
Natco Pharma Limited
₹2.34 Cr
Pharmaceuticals & Biotechnology 0.96%
#StockSectorJun 2026Jul 2026Change
1
Solar Industries India Limited
₹3.97 Cr
Chemicals & Petrochemicals 0.31% 1.74% +1.43%
2
JSW Steel Limited
₹2.38 Cr
Ferrous Metals 0.68% 1.04% +0.36%
3
Apollo Hospitals Enterprise Limited
₹2.26 Cr
Healthcare Services 0.64% 0.99% +0.35%
4
Karur Vysya Bank Limited
₹3.52 Cr
Banks 1.25% 1.54% +0.29%
5
Power Finance Corporation Limited
₹2.26 Cr
Finance 0.71% 0.99% +0.28%
6
Adani Green Energy Limited
₹2.09 Cr
Power 0.67% 0.92% +0.25%
7
Welspun Corp Limited
₹3.77 Cr
Industrial Products 1.42% 1.65% +0.23%
8
Adani Energy Solutions Limited
₹3.45 Cr
Power 1.28% 1.51% +0.23%
9
CG Power and Industrial Solutions Limited
₹2.08 Cr
Electrical Equipment 0.68% 0.91% +0.23%
10
Chennai Petroleum Corporation Limited
₹3.47 Cr
Petroleum Products 1.31% 1.52% +0.21%
#StockSectorJun 2026Jul 2026Change
1
HFCL Limited
₹2.52 Cr
Telecom - Services 1.78% 1.10% -0.68%
2
The Federal Bank Limited
₹3.92 Cr
Banks 2.20% 1.72% -0.48%
3
The Jammu & Kashmir Bank Limited
₹2.49 Cr
Banks 1.52% 1.09% -0.43%
4
Ather Energy Limited
₹2.87 Cr
Automobiles 1.55% 1.26% -0.29%
5
Bank of Maharashtra
₹3.77 Cr
Banks 1.78% 1.65% -0.13%
6
Torrent Pharmaceuticals Limited
₹2.24 Cr
Pharmaceuticals & Biotechnology 1.11% 0.98% -0.13%
7
MTAR Technologies Limited
₹1.10 Cr
Aerospace & Defense 0.60% 0.48% -0.12%
8
GE Vernova T&D India Limited
₹3.58 Cr
Electrical Equipment 1.68% 1.57% -0.11%
9
Acutaas Chemicals Ltd
₹3.26 Cr
Pharmaceuticals & Biotechnology 1.52% 1.43% -0.09%
10
Thangamayil Jewellery Limited
₹1.39 Cr
Consumer Durables 0.70% 0.61% -0.09%

What Stocks Does This Fund Hold?

97 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹4.01 Cr
Banks
1.76%
2
₹3.98 Cr
Finance
1.74%
3
₹3.97 Cr
Chemicals & Petrochemicals
1.74%
4
₹3.92 Cr
Banks
1.72%
5
₹3.87 Cr
Industrial Manufacturing
1.70%
6
₹3.80 Cr
Electrical Equipment
1.67%
7
₹3.80 Cr
Non - Ferrous Metals
1.67%
8
₹3.77 Cr
Banks
1.65%
9
₹3.77 Cr
Industrial Products
1.65%
10
₹3.68 Cr
Pharmaceuticals & Biotechnology
1.61%
🏆 Top stocks held by Multi Cap funds
See which stocks all active Multi 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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