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Samco Large & Mid Cap Fund - Regular Plan - Growth Option is an equity scheme managed by Samco Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.49% on assets of ₹115Cr. The fund is currently managed by Ms. Komal Grover, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
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Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Multi Commodity Exchange of India Ltd | Financial Services | 1.94% |
| Bank of India | Financial Services | 1.87% |
| Indian Bank | Financial Services | 0.63% |
| Canara Bank | Financial Services | 0.58% |
| Union Bank of India | Financial Services | 0.31% |
| Shriram Finance Limited | Financial Services | 0.30% |
| Sector | Holdings | Weight |
|---|---|---|
| Electrical Equipment | 2 | 9.87% |
| Finance | 1 | 8.11% |
| Non - Ferrous Metals | 3 | 5.12% |
| Banks | 4 | 4.85% |
| Capital Markets | 1 | 4.44% |
| Industrial Products | 2 | 3.87% |
| Pharmaceuticals & Biotechnology | 2 | 3.68% |
| Consumer Durables | 1 | 2.14% |
| Diversified Metals | 1 | 2.01% |
| Automobiles | 1 | 1.92% |
| Oil | 1 | 1.85% |
| Power | 2 | 1.78% |
| Consumable Fuels | 1 | 1.71% |
| Agricultural, Commercial & Construction Vehicles | 1 | 1.32% |
| Ferrous Metals | 2 | 1.24% |
| Auto Components | 1 | 0.98% |
| Aerospace & Defense | 1 | 0.31% |
| Insurance | 1 | 0.29% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 5.6% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 4 data points.
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