- Scheme Category:
- Equity Scheme >
- Large & Mid Cap Fund
NAV: ₹ 9.16 ↓ -1.93%
[as on 13 February, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of Samco Large & Mid Cap Fund - Direct Plan - Growth Option and its peers as on 13 February, 2026
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Samco Large & Mid Cap Fund - Direct Plan - Growth Option | -2.03% | -1.93% | 1.1% | 0.11% | -2.14% | - | - | - | - | - |
| SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth | -0.03% | -1.28% | -0.17% | 1.01% | 1.03% | 17.47% | 19.74% | 18.35% | 18.87% | 17.75% |
| ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth | -1.6% | -1.26% | -0.05% | -0.16% | -1.37% | 15.02% | 22.39% | 21.48% | 20.66% | 18.68% |
| HDFC Large and Mid Cap Fund - Growth Option - Direct Plan | -2.02% | -1.34% | -0.16% | -0.36% | -2.08% | 14.08% | 21.25% | 19.58% | 19.59% | 17.44% |
| Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option | -1.15% | -1.23% | 0.45% | 0.87% | -1.05% | 14.08% | 22.03% | 17.82% | 18.63% | 15.85% |
| Kotak Large & Midcap Fund - Direct- Growth | 1.17% | -0.93% | 0.96% | 1.85% | 2.06% | 19.45% | 21.41% | 18.56% | 19.72% | 19.07% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Discrete returns (monthly)
| Month | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 |
|---|
| Returns | - | - | - | -4.43% | -2.19% | -0.85% | 0.54% | 1.07% | -1.69% | -4.71% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 37.23% |
14.86% (Arbitrage: 14.86%) |
0.00% |
0.00% |
31.99% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|
| Max Financial Services Limited | MFSL (INE180A01020) | Insurance | 1.56% |
| Muthoot Finance Limited | MUTHOOTFIN (INE414G01012) | Finance | 2.24% |
| Solar Industries India Limited | SOLARINDS (INE343H01029) | Chemicals & Petrochemicals | 1.51% |
| One 97 Communications Limited | PAYTM (INE982J01020) | Financial Technology (Fintech) | 1.98% |
| Bajaj Finance Limited | BAJFINANCE (INE296A01032) | Finance | 2.89% |
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 2.06% |
| Aditya Birla Capital Limited | ABCAPITAL (INE674K01013) | Finance | 2.32% |
| Bosch Limited | BOSCHLTD (INE323A01026) | Auto Components | 2.61% |
| InterGlobe Aviation Limited | INDIGO (INE646L01027) | Transport Services | 1.77% |
| JK Cement Limited | JKCEMENT (INE823G01014) | Cement & Cement Products | 2.06% |
| Adani Power Limited | ADANIPOWER (INE814H01029) | Power | 2.04% |
| GE Vernova T&D India Limited | GVT&D (INE200A01026) | Electrical Equipment | 1.95% |
| Fortis Healthcare Limited | FORTIS (INE061F01013) | Healthcare Services | 1.88% |
| Bharat Electronics Limited | BEL (INE263A01024) | Aerospace & Defense | 1.82% |
| Nippon Life India Asset Management Limited | NAM-INDIA (INE298J01013) | Capital Markets | 1.66% |
| TVS Motor Company Limited | TVSMOTOR (INE494B01023) | Automobiles | 1.28% |
| Hitachi Energy India Limited | POWERINDIA (INE07Y701011) | Electrical Equipment | 1.08% |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 1.19% |
| HDFC Asset Management Company Limited | HDFCAMC (INE127D01025) | Capital Markets | 1.11% |
| L&T Finance Limited | LTF (INE498L01015) | Finance | 0.74% |
| MRF Limited | MRF (INE883A01011) | Auto Components | 0.69% |
| Dalmia Bharat Limited | DALBHARAT (INE00R701025) | Cement & Cement Products | 0.53% |
| Eternal Limited | ETERNAL (INE758T01015) | Retailing | 0.25% |
| TVS Motor Company Limited (Preference Share) ** | INE494B04019 | Automobiles | 0.01% |
Portfolio data is as on date 31 October, 2025
NAV history
Samco Large & Mid Cap Fund - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV |
|---|
| 13 February, 2026 | 9.16 |
| 12 February, 2026 | 9.34 |
| 11 February, 2026 | 9.28 |
| 10 February, 2026 | 9.24 |
| 9 February, 2026 | 9.23 |
| 6 February, 2026 | 9.06 |
| 5 February, 2026 | 9.02 |
| 4 February, 2026 | 9.07 |
| 3 February, 2026 | 9.00 |
| 2 February, 2026 | 8.91 |
| 30 January, 2026 | 9.03 |
| 29 January, 2026 | 9.16 |
| 28 January, 2026 | 9.15 |
| 27 January, 2026 | 9.09 |
| 23 January, 2026 | 9.05 |
| 22 January, 2026 | 9.10 |
| 21 January, 2026 | 9.06 |
| 20 January, 2026 | 9.09 |
| 19 January, 2026 | 9.28 |
| 16 January, 2026 | 9.24 |
| 14 January, 2026 | 9.22 |
| 13 January, 2026 | 9.15 |
| 12 January, 2026 | 9.17 |
| 9 January, 2026 | 9.17 |
| 8 January, 2026 | 9.23 |
| 7 January, 2026 | 9.38 |
| 6 January, 2026 | 9.43 |
| 5 January, 2026 | 9.43 |
| 2 January, 2026 | 9.41 |
| 1 January, 2026 | 9.35 |
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 9.16 as on 13 February, 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 -2.03% as on 13 February, 2026.