Mutual Funds

Samco Mid Cap Fund - Direct Plan

Samco Mutual FundMid CapVery High Risk
₹9.89-0.08 (-0.80%)

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

AUM

₹79 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

1.74%

Risk

Very High

Samco Mid Cap Fund
₹9.89-0.80%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

+2.4%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹8.81
₹10.22

77% from 52W low

Fund Information

Mid CapEquitySince 13-02-2026

Fund House

Samco Mutual Fund

Category

Equity - Mid Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity97.9%
Cash2.1%

Market Cap Split

Large Cap16.1%
Mid Cap77.5%

Top Holdings

34 stocks
Weight1M Change
1

National Aluminium Co Ltd

Basic Materials

5.15%+1.4%
2

Bank of Maharashtra

Financial Services

4.49%-0.1%
3

L&T Finance Ltd

Financial Services

4.30%+0.5%
4

Aditya Birla Capital Ltd

Financial Services

4.15%+0.8%
5

GE Vernova T&D India Ltd

Industrials

4.15%+1.2%
6

Apar Industries Ltd

Industrials

4.12%+0.8%
7

The Federal Bank Ltd

Financial Services

4.11%+1.6%
8

Laurus Labs Ltd

Healthcare

3.98%+1.8%
9

BSE Ltd

Financial Services

3.71%+1.4%
10

AU Small Finance Bank Ltd

Financial Services

3.68%+1.5%

Sector Allocation

Weight1M Change
Financial Services
41.5%+14%
Industrials
17.9%+4%
Basic Materials
10.6%+1%
Consumer Cyclical
8.6%+15%
Healthcare
8.4%+5%
Consumer Defensive
3.0%+1%
Energy
2.9%+1%
Utilities
2.5%0%
Communication Services
2.5%+2%

Fundamentals

P/E Ratio

16.15

Cat avg: 31.91

P/B Ratio

2.84

Cat avg: 4.67

Dividend Yield

1.66%

Cat avg: 0.78%

Price/Sale

2.10

Price/Cash Flow

13.04

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Samco Mid Cap Dir Gr791.74---
HDFC Mid Cap Dir Gr1,00,8580.74+4.8%+20.1%+20.2%
Kotak Midcap Dir Gr67,6110.38+7.8%+20.9%+18.5%
Nippon India Growth Mid Cap Dir Gr49,1690.62+7.5%+22.1%+20.0%
Motilal Oswal Midcap Dir Gr37,4740.98-3.4%+19.8%+23.2%
Axis Midcap Dir Gr33,8030.57+6.3%+18.1%+15.1%
SBI Midcap Dir Gr24,1270.85+2.0%+13.4%+15.3%
DSP Midcap Dir Gr20,1700.60+4.3%+18.0%+12.9%
Mirae Asset Midcap Dir Gr19,5430.51+9.5%+19.3%+17.1%
Edelweiss Mid Cap Dir Gr17,7480.48+6.6%+23.7%+19.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹79 Cr
Expense Ratio1.74%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings32

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.