- Scheme Category:
- Equity Scheme >
- Large Cap Fund
NAV: ₹ ↓ -0.44%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Samco Large Cap Fund - Direct Plan - Growth Option and its peers as on 11 September, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Samco Large Cap Fund - Direct Plan - Growth Option | -5.53% | -0.44% | -0.22% | -2.48% | -0.11% | -6.22% | - | - | - | - |
| SBI Large Cap FUND-DIRECT PLAN -GROWTH | -5.52% | -0.22% | -1.87% | -4.2% | 1.58% | -1.42% | 8.37% | 9.24% | 14.03% | 11.7% |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth | -8.72% | -0.34% | -2.15% | -4.38% | 1.68% | -4.4% | 10.18% | 11.22% | 15.26% | 13.14% |
| HDFC Large Cap Fund - Growth Option - Direct Plan | -5.85% | -0.19% | -1.62% | -3.29% | 4.24% | -1.84% | 8.7% | 11.3% | 13.8% | 12.17% |
| Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option | -6.6% | -0.16% | -1.91% | -4.17% | 2.37% | -3.86% | 10.12% | 13.21% | 16.31% | 13.88% |
| Kotak Large Cap Fund - Growth - Direct | -6.12% | -0.4% | -1.66% | -3.52% | 3.49% | -2.03% | 9.76% | 9.33% | 15.08% | 12.58% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.72% | -1.55% | -3.44% | 1.61% | -6.56% | 3.33% | 0.64% | -2.45% | -0.22% | 0.44% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 76.52% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 0.25% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Other links |
|---|---|---|---|---|
| Adani Power Limited | ADANIPOWER (INE814H01029) | Power | 5.22% | |
| ABB India Limited | ABB (INE117A01022) | Electrical Equipment | 5.15% | |
| Adani Energy Solutions Limited | ADANIENSOL (INE931S01010) | Power | 4.62% | |
| Torrent Pharmaceuticals Limited | TORNTPHARM (INE685A01028) | Pharmaceuticals & Biotechnology | 4.53% | |
| Samvardhana Motherson International Limited | MOTHERSON (INE775A01035) | Auto Components | 4.17% | |
| Solar Industries India Limited | SOLARINDS (INE343H01029) | Chemicals & Petrochemicals | 4.09% | |
| Bajaj Auto Limited | BAJAJ-AUTO (INE917I01010) | Automobiles | 3.78% | |
| Adani Ports and Special Economic Zone Limited | ADANIPORTS (INE742F01042) | Transport Infrastructure | 3.56% | |
| State Bank of India | SBIN (INE062A01020) | Banks | 3.53% | DCF |
| Hindalco Industries Limited | HINDALCO (INE038A01020) | Non - Ferrous Metals | 3.50% | |
| Eicher Motors Limited | EICHERMOT (INE066A01021) | Automobiles | 3.21% | |
| Apollo Hospitals Enterprise Limited | APOLLOHOSP (INE437A01024) | Healthcare Services | 3.20% | |
| Adani Green Energy Limited | ADANIGREEN (INE364U01010) | Power | 3.14% | |
| Zydus Lifesciences Limited | ZYDUSLIFE (INE010B01027) | Pharmaceuticals & Biotechnology | 2.98% | |
| CG Power and Industrial Solutions Limited | CGPOWER (INE067A01029) | Electrical Equipment | 2.79% | |
| Vedanta Limited | VEDL (INE205A01025) | Diversified Metals | 2.79% | |
| Cummins India Limited | CUMMINSIND (INE298A01020) | Industrial Products | 2.56% | |
| JSW Steel Limited | JSWSTEEL (INE019A01038) | Ferrous Metals | 2.26% | |
| NTPC Limited | NTPC (INE733E01010) | Power | 2.02% | |
| Nestle India Limited | NESTLEIND (INE239A01024) | Food Products | 1.92% | |
| Grasim Industries Limited | GRASIM (INE047A01021) | Cement & Cement Products | 1.82% | |
| Power Finance Corporation Limited | PFC (INE134E01011) | Finance | 1.63% | |
| Pidilite Industries Limited | PIDILITIND (INE318A01026) | Chemicals & Petrochemicals | 1.50% | |
| Coal India Limited | COALINDIA (INE522F01014) | Consumable Fuels | 1.48% | DCF |
| Tata Motors Passenger Vehicles Limited | TMPV (INE155A01022) | Automobiles | 1.00% | |
| TVS Motor Company Limited (Preference Share) | (INE494B04019) | Automobiles | 0.07% |
Debt
| Name | Rating | Weight % |
|---|
Portfolio data is as on date 31 July, 2026
NAV history
Samco Large Cap Fund - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 11 September, 2026 | 9.05 | -0.44% |
| 10 September, 2026 | 9.09 | -0.22% |
| 9 September, 2026 | 9.11 | 0.11% |
| 8 September, 2026 | 9.10 | 0.33% |
| 7 September, 2026 | 9.07 | 0% |
| 4 September, 2026 | 9.07 | -0.22% |
| 3 September, 2026 | 9.09 | -0.11% |
| 2 September, 2026 | 9.10 | 0% |
| 1 September, 2026 | 9.10 | -0.87% |
| 31 August, 2026 | 9.18 | -1.29% |
| 28 August, 2026 | 9.30 | -0.11% |
| 27 August, 2026 | 9.31 | 0.76% |
| 26 August, 2026 | 9.24 | 0.11% |
| 25 August, 2026 | 9.23 | 0.76% |
| 24 August, 2026 | 9.16 | 0.11% |
| 21 August, 2026 | 9.15 | -0.11% |
| 20 August, 2026 | 9.16 | 0.33% |
| 19 August, 2026 | 9.13 | -0.87% |
| 18 August, 2026 | 9.21 | -0.22% |
| 17 August, 2026 | 9.23 | -0.11% |
| 14 August, 2026 | 9.24 | 0% |
| 13 August, 2026 | 9.24 | -0.22% |
| 12 August, 2026 | 9.26 | -0.22% |
| 11 August, 2026 | 9.28 | -0.32% |
| 10 August, 2026 | 9.31 | 0.11% |
| 7 August, 2026 | 9.30 | 0.76% |
| 6 August, 2026 | 9.23 | -0.22% |
| 5 August, 2026 | 9.25 | 0.33% |
| 4 August, 2026 | 9.22 | 0% |
| 3 August, 2026 | 9.22 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Samco Large Cap Fund - Direct Plan - Growth Option?
The latest NAV of Samco Large Cap Fund - Direct Plan - Growth Option is 9.05 as on 11 September, 2026.What are YTD (year to date) returns of Samco Large Cap Fund - Direct Plan - Growth Option?
The YTD (year to date) returns of Samco Large Cap Fund - Direct Plan - Growth Option are -5.53% as on 11 September, 2026.What are 1 year returns of Samco Large Cap Fund - Direct Plan - Growth Option?
The 1 year returns of Samco Large Cap Fund - Direct Plan - Growth Option are -6.22% as on 11 September, 2026.What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Samco Large Cap Fund - Direct Plan - Growth Option?
Samco Large Cap Fund - Direct Plan - Growth Option is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)Holding period Tax rate Less than 1 year (STCG) 20% More than 1 year (LTCG) Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.