- Scheme Category:
- Equity Scheme >
- Large & Mid Cap Fund
NAV: ₹ ↑ 2.14%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Samco Large & Mid Cap Fund - Direct Plan - Growth Option and its peers as on 27 May, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Samco Large & Mid Cap Fund - Direct Plan - Growth Option | 2.14% | 2.14% | 4.03% | 4.83% | 1.38% | - | - | - | - | - |
| SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth | -2.22% | -0.05% | 1.36% | 1.25% | -3.37% | 6.47% | 16.69% | 16.03% | 16.97% | 15.97% |
| ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth | -4.21% | 0.29% | 1.69% | -0.73% | -2.5% | 2.44% | 19.52% | 19.06% | 18.07% | 16.81% |
| HDFC Large and Mid Cap Fund - Growth Option - Direct Plan | -3.42% | 0.22% | 1.73% | 0.82% | -0.83% | 2.66% | 18.37% | 17.46% | 17.25% | 15.31% |
| Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option | -1.82% | 0.31% | 1.8% | 0.65% | -0.34% | 3.76% | 19.41% | 16.65% | 15.66% | 13.95% |
| Kotak Large & Midcap Fund - Direct- Growth | -2.6% | 0.36% | 1.96% | -0.89% | -3.32% | 4.59% | 17.65% | 16.2% | 17.08% | 16.7% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Discrete returns (monthly)
| Month | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -4.43% | -2.19% | -0.85% | 0.54% | 1.07% | -1.69% | -4.71% | 3.1% | -7.96% | 3.7% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 1.06% | 67.44% (Arbitrage: 67.44%) | 0.00% | 0.00% | 99.08% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | -0.05% |
| Max Financial Services Limited | MFSL (INE180A01020) | Insurance | 0.02% |
| Aditya Birla Capital Limited | ABCAPITAL (INE674K01013) | Finance | 0.07% |
| Sammaan Capital Limited | SAMMAANCAP (INE148I01020) | Finance | -0.02% |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | -0.01% |
| Zydus Lifesciences Limited | ZYDUSLIFE (INE010B01027) | Pharmaceuticals & Biotechnology | -0.02% |
| Vedanta Limited | VEDL (INE205A01025) | Diversified Metals | 0.04% |
| Yes Bank Limited | YESBANK (INE528G01035) | Banks | -0.02% |
| Exide Industries Limited | EXIDEIND (INE302A01020) | Auto Components | -0.01% |
| National Aluminium Company Limited | NATIONALUM (INE139A01034) | Non - Ferrous Metals | 0.10% |
| Hindalco Industries Limited | HINDALCO (INE038A01020) | Non - Ferrous Metals | 0.01% |
| Bank of India | BANKINDIA (INE084A01016) | Banks | 0.02% |
| APL Apollo Tubes Limited | APLAPOLLO (INE702C01027) | Industrial Products | -0.01% |
| L&T Finance Limited | LTF (INE498L01015) | Finance | 0.04% |
| Indian Oil Corporation Limited | IOC (INE242A01010) | Petroleum Products | 0.03% |
| FSN E-Commerce Ventures Limited | NYKAA (INE388Y01029) | Retailing | 0.06% |
| Ashok Leyland Limited | ASHOKLEY (INE208A01029) | Agricultural, Commercial & Construction Vehicles | 0.04% |
| Samvardhana Motherson International Limited | MOTHERSON (INE775A01035) | Auto Components | 0.01% |
| Bharat Forge Limited | BHARATFORG (INE465A01025) | Auto Components | 0.01% |
| Eicher Motors Limited | EICHERMOT (INE066A01021) | Automobiles | 0.04% |
| Indian Bank | INDIANB (INE562A01011) | Banks | 0.04% |
| Canara Bank | CANBK (INE476A01022) | Banks | 0.03% |
| State Bank of India | SBIN (INE062A01020) | Banks | 0.06% |
| The Federal Bank Limited | FEDERALBNK (INE171A01029) | Banks | 0.10% |
| AU Small Finance Bank Limited | AUBANK (INE949L01017) | Banks | 0.04% |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 0.05% |
| Union Bank of India | UNIONBANK (INE692A01016) | Banks | 0.05% |
| Bharat Electronics Limited | BEL (INE263A01024) | Aerospace & Defense | 0.04% |
| SBI Life Insurance Company Limited | SBILIFE (INE123W01016) | Insurance | 0.05% |
| Bank of Baroda | BANKBARODA (INE028A01039) | Banks | 0.03% |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 0.02% |
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | 0.02% |
| Hitachi Energy India Limited | POWERINDIA (INE07Y701011) | Electrical Equipment | 0.02% |
| TVS Motor Company Limited (Preference Share) | INE494B04019 | Automobiles | 0.02% |
Portfolio data is as on date 31 March, 2026
NAV history
Samco Large & Mid Cap Fund - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 27 May, 2026 | 9.55 | 2.14% |
| 26 May, 2026 | 9.35 | 0.86% |
| 25 May, 2026 | 9.27 | 0.87% |
| 22 May, 2026 | 9.19 | 0.11% |
| 21 May, 2026 | 9.18 | 0% |
| 20 May, 2026 | 9.18 | 1.32% |
| 19 May, 2026 | 9.06 | 0.33% |
| 18 May, 2026 | 9.03 | -0.44% |
| 15 May, 2026 | 9.07 | -0.55% |
| 14 May, 2026 | 9.12 | 1.67% |
| 13 May, 2026 | 8.97 | 1.24% |
| 12 May, 2026 | 8.86 | -1.77% |
| 11 May, 2026 | 9.02 | -1.53% |
| 8 May, 2026 | 9.16 | -0.65% |
| 7 May, 2026 | 9.22 | 0.99% |
| 6 May, 2026 | 9.13 | 0.77% |
| 5 May, 2026 | 9.06 | 0.55% |
| 4 May, 2026 | 9.01 | 0.33% |
| 30 April, 2026 | 8.98 | -1.32% |
| 29 April, 2026 | 9.10 | 0.22% |
| 28 April, 2026 | 9.08 | -0.33% |
| 27 April, 2026 | 9.11 | 0.44% |
| 24 April, 2026 | 9.07 | -0.33% |
| 23 April, 2026 | 9.10 | -0.55% |
| 22 April, 2026 | 9.15 | 0.33% |
| 21 April, 2026 | 9.12 | -0.11% |
| 20 April, 2026 | 9.13 | 0.11% |
| 17 April, 2026 | 9.12 | 1% |
| 16 April, 2026 | 9.03 | 0.33% |
| 15 April, 2026 | 9.00 |
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 9.55 as on 27 May, 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 2.14% as on 27 May, 2026.