18
Large & Mid CapAvoid
Samco Large & Mid Cap
Samco · Direct–Growth · rank #33 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-7.7%
-4.3% vs index
3 Years
—
5 Years
—
Since launch
-11.6%
Year-by-year performance
2026
-6.6%-1.4% vs index
Why this score
Samco Large & Mid Cap scores 18/100 — #33 of 36 Large & Mid Cap fund (Avoid). It stands out for volatility — beating 98% of peers on volatility. The main drag is its sharpe ratio (better than only 2% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio-1.55 · 2nd percentile in category
Volatility11.63 · 98th percentile in category
Expense ratio2.22% · 4th percentile in category
Fund size90.83 Cr · 1st percentile in category
Sortino ratio-1.94 · 2nd percentile in category
Alpha-13.48 · 2nd percentile in category
Top holdings
1.National Stock Exchange Of India Ltd Equity9.24%
2.Laurus Labs Ltd8.21%
3.Adani Transmission Ltd4.63%
4.Bharat Heavy Electricals Ltd4.5%
5.Hitachi Energy India Ltd4.2%
33 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.