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Snapshot
Snapshot
Samco Large & Mid Cap Fund - Direct (G)
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Summary
Fund Name : Samco Mutual Fund
Scheme Name : Samco Large & Mid Cap Fund - Direct (G)
AMC : Samco Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 05-Jun-25
Fund Manager : Umeshkumar Mehta
Net Assets:(Rs. cr) 146.59
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.84 0.97 -2.99 NA NA NA NA -6.00
Category Avg 0.41 4.20 4.04 9.67 5.02 19.10 22.94 15.45
Category Best 3.40 9.17 12.82 22.91 24.39 33.16 35.69 47.05
Category Worst -1.16 -0.26 -3.61 -2.02 -11.91 3.47 11.01 -20.15
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.0509 1.9896 -5.9730 -20.5039 -0.2127
Asset Allocation
Holdings
Company Name% Hold
Max Financial 5.28
Muthoot Finance 4.58
Solar Industries 4.38
BSE 3.99
One 97 3.75
HDFC Life Insur. 3.36
Bajaj Finance 3.34
Bharti Airtel 2.90
Bosch 2.64
Aditya Birla Cap 2.43
Interglobe Aviat 2.42
AU Small Finance 2.15
Fortis Health. 1.76
Bharat Electron 1.70
ICICI Bank 1.38
TVS Motor Co. 1.23
HDFC AMC 1.13
HDFC Bank 1.12
Glenmark Pharma. 0.91
L&T Finance Ltd 0.67
Dalmia BharatLtd 0.55
Eternal Ltd 0.25
Jio Financial 0.18
Hitachi Energy 0.02
Endurance Tech. 0.01
C C I 36.58
Net CA & Others 62.88
TVS Motor Co. 0.01
Jio Financial -0.14
Eternal Ltd -0.22
Dalmia BharatLtd -0.55
L&T Finance Ltd -0.61
Glenmark Pharma. -0.90
HDFC AMC -1.08
HDFC Bank -1.08
TVS Motor Co. -1.16
ICICI Bank -1.36
Bharat Electron -1.66
Fortis Health. -1.75
AU Small Finance -2.16
Interglobe Aviat -2.41
Aditya Birla Cap -2.43
Bosch -2.62
Bharti Airtel -2.88
Bajaj Finance -3.29
HDFC Life Insur. -3.32
One 97 -3.74
BSE -3.99
Solar Industries -4.40
Muthoot Finance -4.58
Max Financial -5.27
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