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Samco Special Opportunities Fund

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
50
Aug 2026
Equity Holdings
₹126.35 Cr
Equity only, excl. debt & cash
AAUM
₹126.75 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.4%
Diversified
Top 10 Weight
34.6%
Diversified
Changes
56
8 new · 8 exits
Top Sector
Electrical Equipment
14.5% of portfolio
Launch Date
17 May 2024
2 years old

AAUM (Average Assets Under Management) of ₹126.75 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 Special Opportunities Fund made 8 new additions and exited 8 stocks this month. The biggest new buy was TD Power Systems Limited (Electrical Equipment) at 2.45% weight. TD Power Systems Limited was the biggest exit (Electrical Equipment), which was held at 2.07%. Among existing holdings, Shilpa Medicare Ltd saw the biggest increase — now at 3.15% of the portfolio. Religare Enterprises Limited was trimmed the most, now at 6.65%. Religare Enterprises Limited remains the top holding with Electrical Equipment the dominant sector at 14.5%. ↓ 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 16.6% 20.7% +4.1%
Industrial Products 17.2% 11.9% -5.3%
Pharmaceuticals & Biotechnology 0.0% 10.6% +10.6%
Chemicals & Petrochemicals 0.0% 8.6% +8.6%
Finance 8.4% 8.5% +0.1%
Auto Components 0.0% 8.2% +8.2%
Aerospace & Defense 4.4% 5.5% +1.0%
Telecom - Equipment & Accessories 0.0% 4.2% +4.2%
Power 7.2% 3.4% -3.8%
Consumer Durables 0.0% 2.7% +2.7%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Electrical Equipment 20.7% 14.5% -6.2%
Pharmaceuticals & Biotechnology 10.6% 14.1% +3.5%
Industrial Products 11.9% 12.0% +0.1%
Auto Components 8.2% 8.3% +0.1%
Chemicals & Petrochemicals 8.6% 7.1% -1.5%
Finance 8.5% 6.7% -1.9%
Aerospace & Defense 5.5% 5.5% +0.0%
Telecom - Equipment & Accessories 4.2% 5.1% +0.9%
Consumer Durables 2.7% 2.9% +0.2%
Power 3.4% 2.5% -0.9%
🟢
Biggest New Buy
TD Power Systems Limited
2.45% weight · Electrical Equipment
🔴
Biggest Exit
TD Power Systems Limited
2.07% was held · Electrical Equipment
Biggest Add
Shilpa Medicare Ltd
+1.03% · now 3.15%
Biggest Trim
Religare Enterprises Limited
-1.89% · now 6.65%
🤝 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
Aster DM Healthcare Limited 32 funds
Aster DM Healthcare Limited
HDFC Focused Fund - Growth Option - Direct Plan
SAMCO ELSS TAX SAVER FUND
Bandhan Nifty 500 Value 50 Index Fund + 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 Large & Mid Cap 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
The Federal Bank Limited 23 funds
The Federal Bank Limited
DSP BSE MidSmall Private Banks ETF
Kotak Nifty Bank Index Fund
Mirae Asset Nifty Bank ETF + more
Sai Life Sciences Limited 19 funds
Sai Life Sciences Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Multicap Fund - Direct Plan - Growth Option + 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
GE Vernova T&D India Limited 30 funds
GE Vernova T&D India Limited
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
Mirae Asset Nifty 200 Alpha 30 ETF
HSBC Aggressive Hybrid Fund + 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
ABB India Limited 15 funds
ABB India Limited
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
Taurus Large Cap Fund
Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth + more
CG Power and Industrial Solutions Limited 15 funds
CG Power and Industrial Solutions Limited
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
HSBC Aggressive Hybrid Fund + more
The Jammu & Kashmir Bank Limited 7 funds
The Jammu & Kashmir Bank Limited
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH
Motilal Oswal Contra Fund
Union Active Momentum Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 8 New Entries 🔴 8 Exits ↑ 23 Increased ↓ 17 Decreased
#StockSectorWeight (Aug 2026)
1
TD Power Systems Limited
₹3.11 Cr
Electrical Equipment 2.45%
2
Sai Life Sciences Limited
₹1.71 Cr
Pharmaceuticals & Biotechnology 1.34%
3
Aurobindo Pharma Limited
₹1.67 Cr
Pharmaceuticals & Biotechnology 1.32%
4
FSN E-Commerce Ventures Limited
₹1.67 Cr
Retailing 1.31%
5
Radico Khaitan Limited
₹1.59 Cr
Beverages 1.25%
6
The Federal Bank Limited
₹1.57 Cr
Banks 1.24%
7
VA Tech Wabag Limited
₹1.56 Cr
Other Utilities 1.22%
8
Aster DM Healthcare Limited
₹1.41 Cr
Healthcare Services 1.11%
#StockSectorLast Weight (Jul 2026)
1
TD Power Systems Limited
₹2.51 Cr
Electrical Equipment 2.07%
2
GE Vernova T&D India Limited
₹2.19 Cr
Electrical Equipment 1.80%
3
Balaji Amines Limited
₹1.94 Cr
Chemicals & Petrochemicals 1.60%
4
ABB India Limited
₹1.88 Cr
Electrical Equipment 1.55%
5
Thermax Limited
₹1.67 Cr
Electrical Equipment 1.38%
6
CG Power and Industrial Solutions Limited
₹1.54 Cr
Electrical Equipment 1.27%
7
Quality Power Electrical Eqp Ltd
₹1.53 Cr
Electrical Equipment 1.26%
8
The Jammu & Kashmir Bank Limited
₹1.30 Cr
Banks 1.07%
#StockSectorJul 2026Aug 2026Change
1
Shilpa Medicare Ltd
₹4.00 Cr
Pharmaceuticals & Biotechnology 2.12% 3.15% +1.03%
2
Sterlite Technologies Limited
₹6.46 Cr
Telecom - Equipment & Accessories 4.18% 5.09% +0.91%
3
Welspun Corp Limited
₹3.54 Cr
Industrial Products 2.01% 2.78% +0.77%
4
Ather Energy Limited
₹3.15 Cr
Automobiles 2.03% 2.48% +0.45%
5
HFCL Limited
₹2.93 Cr
Telecom - Services 1.88% 2.31% +0.43%
6
Avalon Technologies Limited
₹2.66 Cr
Electrical Equipment 1.67% 2.09% +0.42%
7
MTAR Technologies Limited
₹4.33 Cr
Aerospace & Defense 3.01% 3.40% +0.39%
8
Apar Industries Limited
₹2.95 Cr
Electrical Equipment 1.97% 2.32% +0.35%
9
Sansera Engineering Limited
₹3.26 Cr
Auto Components 2.23% 2.56% +0.33%
10
SKY GOLD AND DIAMONDS LIMITED
₹1.81 Cr
Consumer Durables 1.19% 1.43% +0.24%
#StockSectorJul 2026Aug 2026Change
1
Religare Enterprises Limited
₹8.45 Cr
Finance 8.54% 6.65% -1.89%
2
Cummins India Limited
₹1.55 Cr
Industrial Products 1.81% 1.22% -0.59%
3
Adani Power Limited
₹1.21 Cr
Power 1.49% 0.96% -0.53%
4
Astra Microwave Products Limited
₹2.67 Cr
Aerospace & Defense 2.45% 2.10% -0.35%
5
Adani Energy Solutions Limited
₹1.98 Cr
Power 1.89% 1.55% -0.34%
6
Schneider Electric Infrastructure Limited
₹1.83 Cr
Electrical Equipment 1.68% 1.44% -0.24%
7
Kirloskar Oil Engines Limited
₹2.77 Cr
Industrial Products 2.38% 2.18% -0.20%
8
Himadri Speciality Chemical Limited
₹1.35 Cr
Chemicals & Petrochemicals 1.26% 1.06% -0.20%
9
Bharat Forge Limited
₹2.08 Cr
Auto Components 1.79% 1.63% -0.16%
10
ITD Cementation India Limited
₹1.16 Cr
Construction 1.07% 0.91% -0.16%

What Stocks Does This Fund Hold?

50 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹8.45 Cr
Finance
6.65%
2
₹6.46 Cr
Telecom - Equipment & Accessories
5.09%
3
₹4.33 Cr
Aerospace & Defense
3.40%
4
₹4.00 Cr
Pharmaceuticals & Biotechnology
3.15%
5
₹3.97 Cr
Pharmaceuticals & Biotechnology
3.12%
6
₹3.68 Cr
Chemicals & Petrochemicals
2.89%
7
₹3.54 Cr
Industrial Products
2.78%
8
₹3.26 Cr
Auto Components
2.56%
9
₹3.20 Cr
Electrical Equipment
2.52%
10
₹3.15 Cr
Automobiles
2.48%
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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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