Mutual Funds

Samco Large & Mid Cap Fund - Direct Plan - Growth Option

Samco Mutual FundLarge & Mid CapVery High Risk
₹8.88-0.11 (-1.22%)

NAV as on 2026-07-17 · Equity · Large & Mid Cap

AUM

₹114 Cr

1Y Return

-9.6%

3Y CAGR

-

5Y CAGR

-

Expense

2.55%

Risk

Very High

Samco Large & Mid Cap Fund
₹8.88-1.22%

1Y Return

-9.6%

3Y CAGR

-

5Y CAGR

-

Since Inception

-12.2%

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NAV History

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52-Week NAV Range

₹8.66
₹9.86

18% from 52W low

Fund Information

Large & Mid CapEquitySince 30-06-2025

Fund House

Samco Mutual Fund

Category

Equity - Large & Mid Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity92.9%
Cash6.2%
Other0.9%

Market Cap Split

Large Cap58.8%
Mid Cap28.3%

Top Holdings

55 stocks
Weight1M Change
1

Clearing Corporation Of India Ltd

6.99%0.0%
2

GE Vernova T&D India Ltd

Industrials

5.44%0.0%
3

Hitachi Energy India Ltd Ordinary Shares

Industrials

5.25%0.0%
4

Cummins India Ltd

Industrials

4.72%+100.0%
5

Apar Industries Ltd

Industrials

4.51%+5.7%
6

Laurus Labs Ltd

Healthcare

4.35%0.0%
7

Bharat Heavy Electricals Ltd

Industrials

4.23%0.0%
8

Adani Energy Solutions Ltd

Utilities

4.19%+65.0%
9

Adani Power Ltd

Utilities

4.04%0.0%
10

Polycab India Ltd

Industrials

3.30%0.0%

Sector Allocation

Weight1M Change
Industrials
34.9%+100%
Basic Materials
11.3%0%
Utilities
9.5%+65%
Financial Services
9.4%+60%
Healthcare
8.3%0%
Consumer Cyclical
2.4%0%
Communication Services
1.2%0%

Fundamentals

P/E Ratio

31.49

Cat avg: 28.51

P/B Ratio

5.71

Cat avg: 4.10

Dividend Yield

0.83%

Cat avg: 0.93%

Price/Sale

3.64

Price/Cash Flow

17.27

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Samco Large & Mid Cap Dir Gr1142.55-9.6%--
The Wealth Company Lrg & MdCp Dir Gr-0.39---
Mirae Asset Large & Midcap Dir Gr44,0480.49+4.5%+14.8%+12.9%
SBI Large & Midcap Dir Gr40,8500.75+4.6%+15.2%+14.9%
Kotak Large & Midcap Dir Gr31,2630.57+4.5%+16.2%+15.6%
ICICI Pru Large & Mid Cap Dir Gr30,9710.67+3.5%+17.8%+18.2%
HDFC Large and Mid Cap Dir Gr29,2850.90+1.3%+15.8%+16.4%
Canara Robeco Large & Mid Cap Dir Gr25,2510.50-1.0%+13.9%+12.5%
Bandhan Large & Mid Cap Dir Gr18,7830.45+5.2%+20.4%+18.0%
Motilal Oswal Large & Midcap Dir Gr18,4130.90+6.1%+23.3%+20.2%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹114 Cr
Expense Ratio2.55%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings47

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.