- Scheme Category:
- Equity Scheme >
- Large & Mid Cap Fund
NAV: ₹ 8.57 ↑ 0%
[as on 27 March, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of Samco Large & Mid Cap Fund - Regular Plan - Growth Option and its peers as on 27 March, 2026
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Samco Large & Mid Cap Fund - Regular Plan - Growth Option | -7.55% | 0% | 0.12% | -8.05% | -5.72% | - | - | - | - | - |
| SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth | -7.57% | 1.95% | -1.61% | -8.33% | -6.8% | 4.89% | 16.92% | 16.51% | 15.8% | 15% |
| ICICI Prudential Large & Mid Cap Fund - Growth | -8.8% | 2.12% | -1.45% | -7.79% | -8.03% | 3.52% | 19.81% | 19.2% | 17.16% | 15.77% |
| HDFC Large and Mid Cap Fund - Growth Option | -12.33% | -2.05% | -1.28% | -9.87% | -11.55% | -1.3% | 17.76% | 16.34% | 15.22% | 14.23% |
| Nippon India Vision Large & Midcap Fund-GROWTH PLAN-Growth Option | -10.86% | -2.35% | -1.43% | -9.42% | -10.09% | -0.97% | 18.69% | 15.27% | 14.77% | 12.63% |
| Kotak Large & Midcap Fund - Growth-Regular | -9.45% | -2.41% | -1.3% | -9.98% | -8.71% | 2.7% | 17.1% | 14.88% | 15.25% | 15.19% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Discrete returns (monthly)
| Month | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 |
|---|
| Returns | - | - | -4.54% | -2.3% | -0.96% | 0.43% | 0.97% | -1.81% | -4.85% | 2.91% |
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 - Regular Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|
| 27 March, 2026 | 8.57 | 0% |
| 25 March, 2026 | 8.57 | 0.12% |
| 24 March, 2026 | 8.56 | 0% |
| 23 March, 2026 | 8.56 | 0% |
| 20 March, 2026 | 8.56 | 0% |
| 19 March, 2026 | 8.56 | -1.38% |
| 18 March, 2026 | 8.68 | 0% |
| 17 March, 2026 | 8.68 | 0% |
| 16 March, 2026 | 8.68 | 0% |
| 13 March, 2026 | 8.68 | -1.36% |
| 12 March, 2026 | 8.80 | -0.23% |
| 11 March, 2026 | 8.82 | -0.9% |
| 10 March, 2026 | 8.90 | 0.91% |
| 9 March, 2026 | 8.82 | -1.67% |
| 6 March, 2026 | 8.97 | -0.99% |
| 5 March, 2026 | 9.06 | 1% |
| 4 March, 2026 | 8.97 | -2.61% |
| 2 March, 2026 | 9.21 | -1.18% |
| 27 February, 2026 | 9.32 | -1.27% |
| 26 February, 2026 | 9.44 | 0.43% |
| 25 February, 2026 | 9.40 | 1.18% |
| 24 February, 2026 | 9.29 | 0.22% |
| 23 February, 2026 | 9.27 | 0.54% |
| 20 February, 2026 | 9.22 | 1.1% |
| 19 February, 2026 | 9.12 | -1.41% |
| 18 February, 2026 | 9.25 | 0.76% |
| 17 February, 2026 | 9.18 | 0.33% |
| 16 February, 2026 | 9.15 | 0.88% |
| 13 February, 2026 | 9.07 | -1.95% |
| 12 February, 2026 | 9.25 | |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Samco Large & Mid Cap Fund - Regular Plan - Growth Option?
The latest NAV of Samco Large & Mid Cap Fund - Regular Plan - Growth Option is 8.57 as on 27 March, 2026.
What are YTD (year to date) returns of Samco Large & Mid Cap Fund - Regular Plan - Growth Option?
The YTD (year to date) returns of Samco Large & Mid Cap Fund - Regular Plan - Growth Option are -7.55% as on 27 March, 2026.