← ITI Mutual Fund

Samco Special Opportunities Fund

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
50
Jul 2026
Equity Holdings
₹120.39 Cr
Equity only, excl. debt & cash
AAUM
₹126.75 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.6%
Diversified
Top 10 Weight
33.6%
Diversified
Changes
74
38 new · 24 exits
Top Sector
Electrical Equipment
20.7% 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 38 new additions and exited 24 stocks this month. The biggest new buy was Sterlite Technologies Limited (Telecom - Equipment & Accessories) at 4.18% weight. Lloyds Metals And Energy Limited was the biggest exit (Minerals & Mining), which was held at 3.31%. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 3.01% of the portfolio. Avalon Technologies Limited was trimmed the most, now at 1.67%. Religare Enterprises Limited remains the top holding with Electrical Equipment the dominant sector at 20.7%. ↓ 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
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%
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%
🟢
Biggest New Buy
Sterlite Technologies Limited
4.18% weight · Telecom - Equipment & Accessories
🔴
Biggest Exit
Lloyds Metals And Energy Limited
3.31% was held · Minerals & Mining
Biggest Add
MTAR Technologies Limited
+0.40% · now 3.01%
Biggest Trim
Avalon Technologies Limited
-2.16% · now 1.67%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
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
Adani Energy Solutions Limited 22 funds
Adani Energy Solutions Limited
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
Mahindra Manulife Value Fund - Direct Plan - Growth + more
Thermax Limited 21 funds
Thermax Limited
Sundaram Large and Midcap Fund Direct Plan - Growth
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
Samco Multi Cap Fund + more
👋 Other funds also exited
Tata Steel Limited 58 funds
Tata Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Bajaj Auto Limited 36 funds
Bajaj Auto Limited
Groww Nifty 50 ETF
Bandhan Multi-Factor Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more
Eicher Motors Limited 33 funds
Eicher Motors Limited
Groww Nifty 50 ETF
Bandhan Multi-Factor Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more
The Federal Bank Limited 32 funds
The Federal Bank Limited
Mirae Asset Nifty Bank ETF
Invesco India Midcap Fund - Direct Plan - Growth Option
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
KEI Industries Limited 30 funds
KEI Industries Limited
Groww Nifty EV & New Age Automotive ETF FOF
Motilal Oswal Active Momentum Fund- Direct-Growth
DSP Midcap Fund - Direct Plan - Growth + more
Polycab India Limited 30 funds
Polycab India Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
Motilal Oswal Contra Fund
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 38 New Entries 🔴 24 Exits ↑ 2 Increased ↓ 10 Decreased
#StockSectorWeight (Jul 2026)
1
Sterlite Technologies Limited
₹5.08 Cr
Telecom - Equipment & Accessories 4.18%
2
Laurus Labs Limited
₹3.76 Cr
Pharmaceuticals & Biotechnology 3.10%
3
Aether Industries Limited
₹3.35 Cr
Chemicals & Petrochemicals 2.75%
4
Acutaas Chemicals Ltd
₹2.99 Cr
Pharmaceuticals & Biotechnology 2.46%
5
Astra Microwave Products Limited
₹2.98 Cr
Aerospace & Defense 2.45%
6
Kirloskar Oil Engines Limited
₹2.89 Cr
Industrial Products 2.38%
7
Sansera Engineering Limited
₹2.71 Cr
Auto Components 2.23%
8
Garware Hi-Tech Films Ltd
₹2.69 Cr
Industrial Products 2.21%
9
Shilpa Medicare Ltd
₹2.57 Cr
Pharmaceuticals & Biotechnology 2.12%
10
Honasa Consumer Limited
₹2.47 Cr
Personal Products 2.03%
#StockSectorLast Weight (Jun 2026)
1
Lloyds Metals And Energy Limited
₹4.37 Cr
Minerals & Mining 3.31%
2
The Federal Bank Limited
₹4.12 Cr
Banks 3.12%
3
Tata Steel Limited
₹3.80 Cr
Ferrous Metals 2.88%
4
Equitas Small Finance Bank Limited
₹3.79 Cr
Banks 2.87%
5
KRN Heat Exchanger & Refrigeration Ltd
₹3.77 Cr
Industrial Products 2.85%
6
NMDC Limited
₹3.72 Cr
Minerals & Mining 2.82%
7
Polycab India Limited
₹3.41 Cr
Industrial Products 2.58%
8
Tamilnad Mercantile Bank Limited
₹3.28 Cr
Banks 2.49%
9
Gujarat Mineral Development Corporation Limited
₹3.25 Cr
Minerals & Mining 2.46%
10
AU Small Finance Bank Limited
₹3.22 Cr
Banks 2.44%
#StockSectorJun 2026Jul 2026Change
1
MTAR Technologies Limited
₹3.66 Cr
Aerospace & Defense 2.61% 3.01% +0.40%
2
Religare Enterprises Limited
₹10.38 Cr
Finance 8.40% 8.54% +0.14%
#StockSectorJun 2026Jul 2026Change
1
Avalon Technologies Limited
₹2.02 Cr
Electrical Equipment 3.83% 1.67% -2.16%
2
Inox India Limited
₹2.13 Cr
Industrial Products 3.82% 1.75% -2.07%
3
Adani Power Limited
₹1.81 Cr
Power 3.22% 1.49% -1.73%
4
R R Kabel Limited
₹2.13 Cr
Industrial Products 3.45% 1.75% -1.70%
5
Apar Industries Limited
₹2.39 Cr
Electrical Equipment 3.10% 1.97% -1.13%
6
GE Vernova T&D India Limited
₹2.19 Cr
Electrical Equipment 2.33% 1.80% -0.53%
7
Diamond Power Infrastructure Limited
₹2.99 Cr
Electrical Equipment 2.94% 2.46% -0.48%
8
Ather Energy Limited
₹2.46 Cr
Automobiles 2.49% 2.03% -0.46%
9
Hitachi Energy India Limited
₹2.17 Cr
Electrical Equipment 2.16% 1.78% -0.38%
10
TD Power Systems Limited
₹2.51 Cr
Electrical Equipment 2.20% 2.07% -0.13%

What Stocks Does This Fund Hold?

50 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹10.38 Cr
Finance
8.54%
2
₹5.08 Cr
Telecom - Equipment & Accessories
4.18%
3
₹3.76 Cr
Pharmaceuticals & Biotechnology
3.10%
4
₹3.66 Cr
Aerospace & Defense
3.01%
5
₹3.35 Cr
Chemicals & Petrochemicals
2.75%
6
₹2.99 Cr
Electrical Equipment
2.46%
7
₹2.99 Cr
Pharmaceuticals & Biotechnology
2.46%
8
₹2.98 Cr
Aerospace & Defense
2.45%
9
₹2.89 Cr
Industrial Products
2.38%
10
₹2.71 Cr
Auto Components
2.23%
🏆 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.