← ITI Mutual Fund

Samco Special Opportunities Fund

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
Share: WhatsApp X
Stocks Held
36
Jun 2026
Equity Holdings
₹129.11 Cr
Equity only, excl. debt & cash
AAUM
₹126.75 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.8%
Diversified
Top 10 Weight
38.1%
Diversified
Changes
42
6 new · 7 exits
Top Sector
Industrial Products
17.2% of portfolio

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 6 new additions and exited 7 stocks this month. The biggest new buy was Ather Energy Limited (Automobiles) at 2.49% weight. Indian Bank was the biggest exit (Banks), which was held at 2.55%. Among existing holdings, Religare Enterprises Limited saw the biggest increase — now at 8.40% of the portfolio. Steel Authority of India Limited was trimmed the most, now at 2.35%. Religare Enterprises Limited remains the top holding with Industrial Products the dominant sector at 17.2%. ↓ 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
Banks 22.3% 21.7% -0.5%
Electrical Equipment 6.8% 15.9% +9.1%
Industrial Products 15.2% 15.6% +0.3%
Minerals & Mining 9.6% 9.2% -0.4%
Ferrous Metals 8.3% 8.3% +0.0%
Power 8.4% 8.0% -0.5%
Finance 7.2% 7.5% +0.3%
Automobiles 7.8% 7.1% -0.7%
Aerospace & Defense 0.0% 6.6% +6.6%
Beverages 7.4% 0.0% -7.4%
May 2026 Jun 2026
Sector Prev Curr Delta
Industrial Products 15.6% 17.2% +1.7%
Electrical Equipment 15.9% 16.6% +0.6%
Banks 21.7% 15.3% -6.4%
Minerals & Mining 9.2% 8.6% -0.6%
Finance 7.5% 8.4% +0.9%
Ferrous Metals 8.3% 7.2% -1.1%
Power 8.0% 7.2% -0.8%
Automobiles 7.1% 6.9% -0.2%
Healthcare Services 0.0% 6.0% +6.0%
Aerospace & Defense 6.6% 4.4% -2.2%
🟢
Biggest New Buy
Ather Energy Limited
2.49% weight · Automobiles
🔴
Biggest Exit
Indian Bank
2.55% was held · Banks
Biggest Add
Religare Enterprises Limited
+0.91% · now 8.40%
Biggest Trim
Steel Authority of India Limited
-0.46% · now 2.35%
🤝 Other funds also bought this month
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
Ather Energy Limited 27 funds
Ather Energy Limited
Groww Nifty 500 Momentum 50 ETF
Motilal Oswal BSE Clean Environment Index Fund
Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth + more
Vijaya Diagnostic Centre Limited 11 funds
Vijaya Diagnostic Centre Limited
Bank of India Multi Cap Fund Direct Plan - Growth
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund
Groww Nifty Smallcap 250 Momentum Quality 100 ETF + more
CESC Limited 7 funds
CESC Limited
The Wealth Company Large & Mid Cap Fund
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND
TATA DIVIDEND YIELD FUND + more
Thyrocare Technologies Limited 1 fund
Thyrocare Technologies Limited
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND
👋 Other funds also exited
TVS Motor Company Limited 39 funds
TVS Motor Company Limited
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth
Bandhan Nifty200 Momentum 30 Index Fund
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + 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
Indian Bank 32 funds
Indian Bank
Mirae Asset Nifty PSU Bank ETF
SBI Quant Fund- Direct Plan- Growth
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Jindal Steel Limited 15 funds
Jindal Steel Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Union Active Momentum Fund - Direct Plan - Growth Option
Mahindra Manulife Focused Fund - Direct Plan -Growth + more
Bank of Maharashtra 8 funds
Bank of Maharashtra
Mirae Asset Nifty PSU Bank ETF
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan
UTI Multi Cap Fund - Direct Plan - Growth Option + more
Data Patterns (India) Limited 7 funds
Data Patterns (India) Limited
Mirae Asset BSE India Defence ETF
Union Active Momentum Fund - Direct Plan - Growth Option
Union Multi Asset Allocation Fund- Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 6 New Entries 🔴 7 Exits ↑ 15 Increased ↓ 14 Decreased
#StockSectorWeight (Jun 2026)
1
Ather Energy Limited
₹3.28 Cr
Automobiles 2.49%
2
Thyrocare Technologies Limited
₹3.02 Cr
Healthcare Services 2.29%
3
JSW Steel Limited
₹2.61 Cr
Ferrous Metals 1.98%
4
CESC Limited
₹2.56 Cr
Power 1.94%
5
Vijaya Diagnostic Centre Limited
₹2.53 Cr
Healthcare Services 1.92%
6
Metropolis Healthcare Limited
₹2.38 Cr
Healthcare Services 1.80%
#StockSectorLast Weight (May 2026)
1
Indian Bank
₹3.32 Cr
Banks 2.55%
2
State Bank of India
₹3.27 Cr
Banks 2.51%
3
TVS Motor Company Limited
₹3.11 Cr
Automobiles 2.39%
4
Jindal Steel Limited
₹2.90 Cr
Ferrous Metals 2.23%
5
Bank of Maharashtra
₹2.85 Cr
Banks 2.19%
6
Torrent Power Limited
₹2.81 Cr
Power 2.16%
7
Data Patterns (India) Limited
₹2.75 Cr
Aerospace & Defense 2.12%
#StockSectorMay 2026Jun 2026Change
1
Religare Enterprises Limited
₹11.08 Cr
Finance 7.49% 8.40% +0.91%
2
Inox India Limited
₹5.04 Cr
Industrial Products 2.96% 3.82% +0.86%
3
Avalon Technologies Limited
₹5.05 Cr
Electrical Equipment 3.28% 3.83% +0.55%
4
Apar Industries Limited
₹4.09 Cr
Electrical Equipment 2.63% 3.10% +0.47%
5
R R Kabel Limited
₹4.55 Cr
Industrial Products 3.00% 3.45% +0.45%
6
The Federal Bank Limited
₹4.12 Cr
Banks 2.77% 3.12% +0.35%
7
KRN Heat Exchanger & Refrigeration Ltd
₹3.77 Cr
Industrial Products 2.56% 2.85% +0.29%
8
Diamond Power Infrastructure Limited
₹3.88 Cr
Electrical Equipment 2.77% 2.94% +0.17%
9
MTAR Technologies Limited
₹3.44 Cr
Aerospace & Defense 2.44% 2.61% +0.17%
10
Equitas Small Finance Bank Limited
₹3.79 Cr
Banks 2.71% 2.87% +0.16%
#StockSectorMay 2026Jun 2026Change
1
Steel Authority of India Limited
₹3.10 Cr
Ferrous Metals 2.81% 2.35% -0.46%
2
Gujarat Mineral Development Corporation Limited
₹3.25 Cr
Minerals & Mining 2.87% 2.46% -0.41%
3
Tata Steel Limited
₹3.80 Cr
Ferrous Metals 3.24% 2.88% -0.36%
4
Adani Power Limited
₹4.25 Cr
Power 3.56% 3.22% -0.34%
5
Hitachi Energy India Limited
₹2.85 Cr
Electrical Equipment 2.41% 2.16% -0.25%
6
Tata Power Company Limited
₹2.65 Cr
Power 2.23% 2.01% -0.22%
7
Axiscades Technologies Ltd.
₹2.40 Cr
Aerospace & Defense 2.02% 1.82% -0.20%
8
TD Power Systems Limited
₹2.90 Cr
Electrical Equipment 2.38% 2.20% -0.18%
9
Bajaj Auto Limited
₹2.66 Cr
Automobiles 2.20% 2.02% -0.18%
10
NMDC Limited
₹3.72 Cr
Minerals & Mining 2.96% 2.82% -0.14%

What Stocks Does This Fund Hold?

36 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹11.08 Cr
Finance
8.40%
2
₹5.05 Cr
Electrical Equipment
3.83%
3
₹5.04 Cr
Industrial Products
3.82%
4
₹4.55 Cr
Industrial Products
3.45%
5
₹4.37 Cr
Minerals & Mining
3.31%
6
₹4.25 Cr
Power
3.22%
7
₹4.12 Cr
Banks
3.12%
8
₹4.09 Cr
Electrical Equipment
3.10%
9
₹3.88 Cr
Electrical Equipment
2.94%
10
₹3.80 Cr
Ferrous Metals
2.88%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 ITI Mutual Fund — Portfolio & Holdings
See all funds managed by ITI 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.