Samco Mid Cap Fund

Samco Mutual FundEquityPortfolio as of 31 July 2026

Samco Mid Cap Fund holds 32 instruments (99.32% equity), led by National Aluminium Company Limited (5.51%), Laurus Labs Limited (4.97%) and The Federal Bank Limited (4.5%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
32
Equity Allocation
99.32%
AMC
Samco Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Samco Mid Cap Fund, managed by Samco Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 32 instruments with an equity allocation of 99.32%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Samco Mid Cap Fund's top 10 holdings account for 42.84% of its portfolio, more concentrated than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 41.66% of net assets, spread across 9 sectors in total. Since its 30 June 2026 disclosure, the fund added 4 new positions and exited 4 positions, with Laurus Labs Limited seeing the largest move (+0.99pp to 4.97%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

4 new entries4 exits9 increased8 reduced

Biggest Weight Increases

StockWeightChange
Laurus Labs Limited3.98% → 4.97%▲ +0.99
The Federal Bank Limited4.11% → 4.5%▲ +0.39
National Aluminium Company Limited5.15% → 5.51%▲ +0.36
NMDC Limited2.75% → 3.04%▲ +0.29
FSN E-Commerce Ventures Limited3.16% → 3.42%▲ +0.26
L&T Finance Limited4.3% → 4.5%▲ +0.2
Aditya Birla Capital Limited4.15% → 4.32%▲ +0.17
Marico Limited2.96% → 3.11%▲ +0.15
Indian Bank3.5% → 3.62%▲ +0.12

Biggest Weight Reductions

StockWeightChange
GE Vernova T&D India Limited4.15% → 3.65%▼ -0.5
Bank of Maharashtra4.49% → 4.02%▼ -0.47
Thermax Limited2.84% → 2.39%▼ -0.45
Hitachi Energy India Limited3.26% → 3.03%▼ -0.23
Apar Industries Limited4.12% → 3.94%▼ -0.18
NLC India Limited2.54% → 2.37%▼ -0.17
Multi Commodity Exchange of India Limited3.12% → 2.99%▼ -0.13
LIC Housing Finance Limited1.66% → 1.56%▼ -0.1

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 5 monthly disclosures (Feb – Jul 2026).

Feb: 5.41%, Mar: 5.41%, May: 6.59%, Jun: 5.15%, Jul: 5.51%
5.51%
Feb: –, Mar: –, May: 3.64%, Jun: 3.98%, Jul: 4.97%
4.97%
Feb: 3.73%, Mar: 2.94%, May: 3.67%, Jun: 4.11%, Jul: 4.5%
4.5%
Feb: 3.98%, Mar: 3.07%, May: 4.09%, Jun: 4.3%, Jul: 4.5%
4.5%
Feb: 3.63%, Mar: 2.86%, May: 3.97%, Jun: 4.15%, Jul: 4.32%
4.32%

Full Portfolio (32 holdings)

#HoldingSector% to NAV
1National Aluminium Company LimitedMaterials5.51%
2Laurus Labs LimitedHealthcare4.97%
3The Federal Bank LimitedFinancial Services4.5%
4L&T Finance LimitedFinancial Services4.5%
5Aditya Birla Capital LimitedFinancial Services4.32%
6Bank of MaharashtraFinancial Services4.02%
7Apar Industries LimitedIndustrials3.94%
8AU Small Finance Bank LimitedFinancial Services3.75%
9BSE LimitedFinancial Services3.68%
10GE Vernova T&D India LimitedIndustrials3.65%
11Indian BankFinancial Services3.62%
12FSN E-Commerce Ventures LimitedConsumer Discretionary3.42%
13Bharat Heavy Electricals LimitedIndustrials3.23%
14Aurobindo Pharma LimitedHealthcare3.13%
15Marico LimitedConsumer Staples3.11%
16Bank of IndiaFinancial Services3.1%
17Life Insurance Corporation Of IndiaFinancial Services3.06%
18NMDC LimitedMaterials3.04%
19Hitachi Energy India LimitedIndustrials3.03%
20Multi Commodity Exchange of India LimitedFinancial Services2.99%
21Polycab India LimitedIndustrials2.95%
22Hindustan Petroleum Corporation LimitedEnergy2.86%
23Bharat Forge LimitedConsumer Discretionary2.82%
24Vodafone Idea LimitedTelecommunication2.8%
25Lupin LimitedHealthcare2.72%
26General Insurance Corporation of IndiaFinancial Services2.56%
27Thermax LimitedIndustrials2.39%
28NLC India LimitedUtilities2.37%
29Glenmark Pharmaceuticals LimitedHealthcare1.72%
30LIC Housing Finance LimitedFinancial Services1.56%
31Clearing Corporation of India Ltdother0.94%
32Net Receivables / (Payables)other-0.26%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, National Aluminium Company Limited is 5.51% of Samco Mid Cap Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Laurus Labs Limited is 4.97% of Samco Mid Cap Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, The Federal Bank Limited is 4.5% of Samco Mid Cap Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, L&T Finance Limited is 4.5% of Samco Mid Cap Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Aditya Birla Capital Limited is 4.32% of Samco Mid Cap Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Samco Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.