FundLens
18
Large & Mid CapAvoid

Samco Large & Mid Cap

Samco · Direct–Growth · rank #34 of 36 by Smart Score

Data updated

Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)
1 Year
-4.4%
-9.7% vs index
3 Years
5 Years
Since launch
-10.2%

Year-by-year performance

last entry = YTD
2026
-3.4%

Why this score

Samco Large & Mid Cap scores 18/100 — #34 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-1.41 · 2nd percentile in category
Volatility11.82 · 98th percentile in category
Expense ratio2.48% · 1st percentile in category
Sortino ratio-1.78 · 2nd percentile in category
Alpha-14.39 · 2nd percentile in category
Fund size101.23 Cr · 7th percentile in category

Top holdings

top 5 = 26.3% of portfolio
1.Laurus Labs Ltd7.13%
2.Adani Transmission Ltd5.2%
3.Adani Power Ltd4.78%
4.Cummins India Ltd4.61%
5.Hitachi Energy India Ltd4.53%

49 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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