- Scheme Category:
- Equity Scheme >
- Large & Mid Cap Fund
NAV: ₹ ↑ 0%
NAV chart
SMA (Simple Moving Average)
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- 100 SMA
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Returns
CAGR returns till date
CAGR returns of Samco Large & Mid Cap Fund - Direct Plan - Growth Option and its peers as on 21 August, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Samco Large & Mid Cap Fund - Direct Plan - Growth Option | -3.64% | 0% | -1.21% | -0.22% | -1.85% | -6.05% | - | - | - | - |
| SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth | 0.72% | 0.07% | -0.84% | -0% | 4.01% | 5.32% | 14.8% | 15.29% | 19.06% | 15.08% |
| ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth | 1.16% | -0.05% | 0.04% | 1.81% | 7.44% | 6.64% | 18.09% | 18.76% | 20.81% | 16.03% |
| HDFC Large and Mid Cap Fund - Growth Option - Direct Plan | 1.05% | 0.03% | -0.2% | 1.21% | 6.39% | 4.25% | 15.37% | 16.79% | 19.83% | 15.01% |
| Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option | 1.49% | -0.08% | -0.25% | 2.08% | 4.9% | 4.44% | 17.27% | 15.24% | 18.88% | 13.39% |
| Kotak Large & Midcap Fund - Direct- Growth | 1.43% | 0.01% | -0.19% | 0.03% | 6.02% | 5.41% | 15.87% | 15.39% | 19.15% | 15.89% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Discrete returns (monthly)
| Month | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 0.54% | 1.07% | -1.69% | -4.71% | 3.1% | -7.96% | 3.7% | 2.78% | -0.76% | -1.32% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 80.47% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 0.18% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| Laurus Labs Limited | LAURUSLABS (INE947Q01028) | Pharmaceuticals & Biotechnology | 7.13% |
| Adani Energy Solutions Limited | ADANIENSOL (INE931S01010) | Power | 5.20% |
| Adani Power Limited | ADANIPOWER (INE814H01029) | Power | 4.78% |
| Cummins India Limited | CUMMINSIND (INE298A01020) | Industrial Products | 4.61% |
| Hitachi Energy India Limited | POWERINDIA (INE07Y701011) | Electrical Equipment | 4.53% |
| Apar Industries Limited | APARINDS (INE372A01015) | Electrical Equipment | 4.40% |
| Bank of Maharashtra | MAHABANK (INE457A01014) | Banks | 4.03% |
| GE Vernova T&D India Limited | GVT&D (INE200A01026) | Electrical Equipment | 4.01% |
| Bharat Heavy Electricals Limited | BHEL (INE257A01026) | Electrical Equipment | 3.95% |
| AIA Engineering Limited | AIAENG (INE212H01026) | Industrial Products | 3.51% |
| Polycab India Limited | POLYCAB (INE455K01017) | Industrial Products | 2.94% |
| Multi Commodity Exchange of India Limited | MCX (INE745G01043) | Capital Markets | 2.78% |
| Apollo Hospitals Enterprise Limited | APOLLOHOSP (INE437A01024) | Healthcare Services | 2.57% |
| CG Power and Industrial Solutions Limited | CGPOWER (INE067A01029) | Electrical Equipment | 2.39% |
| The Federal Bank Limited | FEDERALBNK (INE171A01029) | Banks | 2.28% |
| Vedanta Limited | VEDL (INE205A01025) | Diversified Metals | 2.21% |
| Torrent Pharmaceuticals Limited | TORNTPHARM (INE685A01028) | Pharmaceuticals & Biotechnology | 2.16% |
| JSW Steel Limited | JSWSTEEL (INE019A01038) | Ferrous Metals | 2.05% |
| National Aluminium Company Limited | NATIONALUM (INE139A01034) | Non - Ferrous Metals | 2.05% |
| Samvardhana Motherson International Limited | MOTHERSON (INE775A01035) | Auto Components | 1.91% |
| NLC India Limited | NLCINDIA (INE589A01014) | Power | 1.77% |
| Bharat Forge Limited | BHARATFORG (INE465A01025) | Auto Components | 1.30% |
| Vodafone Idea Limited | IDEA (INE669E01016) | Telecom - Services | 1.26% |
| Thermax Limited | THERMAX (INE152A01029) | Electrical Equipment | 1.09% |
| Zydus Lifesciences Limited | ZYDUSLIFE (INE010B01027) | Pharmaceuticals & Biotechnology | 0.99% |
| Nestle India Limited | NESTLEIND (INE239A01024) | Food Products | 0.97% |
| Power Finance Corporation Limited | PFC (INE134E01011) | Finance | 0.78% |
| Coal India Limited | COALINDIA (INE522F01014) | Consumable Fuels | 0.72% |
| Tata Motors Passenger Vehicles Limited | TMPV (INE155A01022) | Automobiles | 0.60% |
| Solar Industries India Limited | SOLARINDS (INE343H01029) | Chemicals & Petrochemicals | 0.55% |
| Bank of India | BANKINDIA (INE084A01016) | Banks | 0.53% |
| LIC Housing Finance Limited | LICHSGFIN (INE115A01026) | Finance | 0.40% |
| TVS Motor Company Limited (Preference Share) | (INE494B04019) | Automobiles | 0.02% |
Debt
| Name | Rating | Weight % |
|---|
Portfolio data is as on date 31 July, 2026
NAV history
Samco Large & Mid Cap Fund - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 21 August, 2026 | 9.01 | 0% |
| 20 August, 2026 | 9.01 | 0.11% |
| 19 August, 2026 | 9.00 | -1.1% |
| 18 August, 2026 | 9.10 | -0.11% |
| 17 August, 2026 | 9.11 | -0.11% |
| 14 August, 2026 | 9.12 | -0.22% |
| 13 August, 2026 | 9.14 | -0.76% |
| 12 August, 2026 | 9.21 | 0.77% |
| 11 August, 2026 | 9.14 | -0.22% |
| 10 August, 2026 | 9.16 | 0.55% |
| 7 August, 2026 | 9.11 | 0.77% |
| 6 August, 2026 | 9.04 | -0.44% |
| 5 August, 2026 | 9.08 | 0.22% |
| 4 August, 2026 | 9.06 | 0.44% |
| 3 August, 2026 | 9.02 | 0.33% |
| 31 July, 2026 | 8.99 | 1.35% |
| 30 July, 2026 | 8.87 | -0.34% |
| 29 July, 2026 | 8.90 | 0.68% |
| 28 July, 2026 | 8.84 | -1.34% |
| 27 July, 2026 | 8.96 | 1.01% |
| 24 July, 2026 | 8.87 | 0% |
| 23 July, 2026 | 8.87 | -1.11% |
| 22 July, 2026 | 8.97 | -0.66% |
| 21 July, 2026 | 9.03 | 0.56% |
| 20 July, 2026 | 8.98 | 1.13% |
| 17 July, 2026 | 8.88 | -1.22% |
| 16 July, 2026 | 8.99 | -0.33% |
| 15 July, 2026 | 9.02 | 0.56% |
| 14 July, 2026 | 8.97 | 0.22% |
| 13 July, 2026 | 8.95 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Samco Large & Mid Cap Fund - Direct Plan - Growth Option?
The latest NAV of Samco Large & Mid Cap Fund - Direct Plan - Growth Option is 9.01 as on 21 August, 2026.What are YTD (year to date) returns of Samco Large & Mid Cap Fund - Direct Plan - Growth Option?
The YTD (year to date) returns of Samco Large & Mid Cap Fund - Direct Plan - Growth Option are -3.64% as on 21 August, 2026.What are 1 year returns of Samco Large & Mid Cap Fund - Direct Plan - Growth Option?
The 1 year returns of Samco Large & Mid Cap Fund - Direct Plan - Growth Option are -6.05% as on 21 August, 2026.