Fund Tracker
SchemeSamco Mutual FundEquity Schemes - Mid Cap FundAMFI code 154114

Samco Mid Cap Fund

Former names in the AMC's files: Samco Mid Cap Fund

NAV, Samco Mid Cap Fund - Direct Plan - Growth₹9.890025 Sep 2026 · Source: AMFI
AUM₹74.7 craverage for April - June 2026, all plans · Source: AMFI
Total expense ratioDirect 1.58 % · Regular 3.00 %a year, as of 25 Sep 2026 · Source: AMFI
Equity held₹79.9 cr30 stocks · Aug 2026 · Source: AMC file

This month, Aug 2026

compared with Jul 2026
Equity, % of fund98.5%Rest 1.5%: debt, money market, cash, REIT/InvIT units and other assets, not itemised here
Top 10 stocks, % of fund43.6%as the AMC's file prints % of NAV
New1stocks, by share count
Added0stocks, by share count
Trimmed0stocks, by share count
Exited1stocks, by share count

Stocks held by month, last 12 months collected. Source: Samco Mutual Fund monthly portfolios.

Changes, Aug 2026 vs Jul 2026

2 stocks · by share count
StockChangeShares beforeShares nowDifferenceValue
RADICO New—2,800+2,800₹1.3 cr
GLENMARK Exited6,010—−6,010₹1.3 cr

Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: Samco Mutual Fund monthly portfolios.

Full portfolio, Aug 2026 (30 stocks)

CSV, with the 11 months before
Sector
NATIONALUM National Aluminium Company Limited Metals & Mining1.23 lakh₹4.7 cr5.78%
LAURUSLABS Laurus Labs Limited Healthcare21,361₹4.1 cr5.05%
APARINDS Apar Industries Limited Capital Goods2,143₹3.8 cr4.68%
LTF L&T Finance Limited Financial Services1.13 lakh₹3.6 cr4.46%
FEDERALBNK The Federal Bank Limited Financial Services97,853₹3.5 cr4.30%
ABCAPITAL Aditya Birla Capital Limited Financial Services83,346₹3.4 cr4.21%
MAHABANK Bank of Maharashtra Financial Services3.96 lakh₹3.2 cr4.01%
AUBANK AU Small Finance Bank Limited Financial Services27,930₹3.0 cr3.74%
INDIANB Indian Bank Financial Services33,737₹3.0 cr3.74%
MCX Multi Commodity Exchange of India Limited Financial Services8,654₹2.9 cr3.63%
GVT&D GE Vernova T&D India Limited Capital Goods6,594₹2.9 cr3.62%
NYKAA FSN E-Commerce Ventures Limited Consumer Services79,950₹2.8 cr3.45%
BHEL Bharat Heavy Electricals Limited Capital Goods61,940₹2.7 cr3.38%
AUROPHARMA Aurobindo Pharma Limited Healthcare15,428₹2.6 cr3.27%
BSE BSE Limited Financial Services7,877₹2.6 cr3.19%
BANKINDIA Bank of India Financial Services1.76 lakh₹2.5 cr3.07%
POWERINDIA Hitachi Energy India Limited Capital Goods735₹2.5 cr3.06%
NMDC NMDC Limited Metals & Mining2.79 lakh₹2.5 cr3.03%
IDEA Vodafone Idea Limited Telecommunication16.80 lakh₹2.4 cr2.97%
POLYCAB Polycab India Limited Capital Goods2,529₹2.4 cr2.95%
LICI Life Insurance Corporation Of India Financial Services56,136₹2.3 cr2.89%
MARICO Marico Limited Fast Moving Consumer Goods27,869₹2.3 cr2.82%
BHARATFORG Bharat Forge Limited Automobile and Auto Components10,000₹2.1 cr2.60%
HINDPETRO Hindustan Petroleum Corporation Limited Oil, Gas & Consumable Fuels57,338₹2.1 cr2.59%
GICRE General Insurance Corporation of India Financial Services55,954₹2.0 cr2.45%
LUPIN Lupin Limited Healthcare8,786₹1.9 cr2.37%
THERMAX Thermax Limited Capital Goods4,335₹1.7 cr2.09%
NLCINDIA NLC India Limited Power62,124₹1.7 cr2.05%
RADICO Radico Khaitan Limited Fast Moving Consumer Goods2,800₹1.3 cr1.55%
LICHSGFIN LIC Housing Finance Limited Financial Services23,200₹1.2 cr1.54%

Equity rows as disclosed, Aug 2026. Source: Samco Mutual Fund monthly portfolio.

Sectors, Aug 2026

% of equity held
  1. Financial Services
    41.9%
  2. Capital Goods
    20.1%
  3. Healthcare
    10.8%
  4. Metals & Mining
    8.9%
  5. Fast Moving Consumer Goods
    4.4%
  6. Consumer Services
    3.5%
  7. Telecommunication
    3.0%
  8. Automobile and Auto Components
    2.6%
  9. Oil, Gas & Consumable Fuels
    2.6%
  10. Power
    2.1%

AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: Samco Mutual Fund monthly portfolio; AMFI.

Large, mid and small cap, Aug 2026

% of equity held
  1. Mid Cap
    75.9%
  2. Large Cap
    22.5%
  3. Small Cap
    1.6%

AMFI's list of Jun 2026. Source: Samco Mutual Fund monthly portfolio; AMFI.

Returns, Samco Mid Cap Fund - Direct Plan - Growth

NAV to NAV · Source: AMFI
PeriodReturnFromTo
Since first NAV+1.02 % in total 13 Feb 2026 · NAV ₹9.790025 Sep 2026 · NAV ₹9.8900

Past performance may not be sustained in future.

Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 154114).

Other schemes of Samco Mutual Fund (11)

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