- Scheme Category:
- Equity Scheme >
- Large & Mid Cap Fund
NAV: ₹ ↓ -1.34%
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 28 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Samco Large & Mid Cap Fund - Direct Plan - Growth Option | -5.45% | -1.34% | -2.1% | -2.75% | -2.64% | -8.77% | - | - | - | - |
| SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth | -0.22% | 0.96% | -0.8% | 0.35% | 2.44% | 4.95% | 14.39% | 14.89% | 18.07% | 15.24% |
| ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth | -1.36% | 1.35% | -0.09% | 2.07% | 2.23% | 5.53% | 17.25% | 18.32% | 19.52% | 15.98% |
| HDFC Large and Mid Cap Fund - Growth Option - Direct Plan | -1.22% | -0.02% | -1.07% | 0.65% | 3.53% | 3.09% | 14.72% | 16.4% | 18.62% | 14.81% |
| Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option | -0.99% | 0.12% | -0.42% | 0.08% | 1.81% | 3.87% | 16.31% | 15.22% | 17.36% | 13.35% |
| Kotak Large & Midcap Fund - Direct- Growth | -0.3% | -0.22% | -1.67% | 0.64% | 2.07% | 4.9% | 15.1% | 15.34% | 18.47% | 15.82% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.85% | 0.54% | 1.07% | -1.69% | -4.71% | 3.1% | -7.96% | 3.7% | 2.78% | -0.76% |
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 |
|---|---|---|
| 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 | -0.44% |
| 10 July, 2026 | 8.99 | 1.12% |
| 9 July, 2026 | 8.89 | 1.02% |
| 8 July, 2026 | 8.80 | -0.9% |
| 7 July, 2026 | 8.88 | -1.33% |
| 6 July, 2026 | 9.00 | 0.56% |
| 3 July, 2026 | 8.95 | -1.65% |
| 2 July, 2026 | 9.10 | -0.11% |
| 1 July, 2026 | 9.11 | -0.55% |
| 30 June, 2026 | 9.16 | 0% |
| 29 June, 2026 | 9.16 | 0.77% |
| 25 June, 2026 | 9.09 | -0.44% |
| 24 June, 2026 | 9.13 | -0.98% |
| 23 June, 2026 | 9.22 | -1.6% |
| 22 June, 2026 | 9.37 | 0.43% |
| 19 June, 2026 | 9.33 | 0.86% |
| 18 June, 2026 | 9.25 | 0.43% |
| 17 June, 2026 | 9.21 | 0.99% |
| 16 June, 2026 | 9.12 |
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 8.84 as on 28 July, 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 -5.45% as on 28 July, 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 -8.77% as on 28 July, 2026.