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Samco Mid Cap Fund - Regular Plan is an equity scheme managed by Samco Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.47% on assets of ₹73Cr. 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 83% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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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 |
|---|
| Bank of Maharashtra | Financial Services | 4.13% |
| Indian Bank | Financial Services | 3.85% |
| Multi Commodity Exchange of India Ltd | Financial Services | 3.44% |
| Bank of India | Financial Services | 3.34% |
| General Insurance Corporation of India | Financial Services | 2.97% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 3 | 18.90% |
| Electrical Equipment | 3 | 10.73% |
| Finance | 3 | 9.76% |
| Insurance | 1 | 8.84% |
| Capital Markets | 1 | 7.14% |
| Non - Ferrous Metals | 1 | 6.41% |
| Pharmaceuticals & Biotechnology | 2 | 5.77% |
| Auto Components | 2 | 4.14% |
| Agricultural, Commercial & Construction Vehicles | 1 | 3.89% |
| Cement & Cement Products | 1 | 3.18% |
| Automobiles | 1 | 3.08% |
| Minerals & Mining | 1 | 3.08% |
| Petroleum Products | 1 | 2.92% |
| Agricultural Food & other Products | 1 | 2.91% |
| Retailing | 1 | 2.85% |
| Industrial Products | 1 | 2.80% |
| Telecom - Services | 1 | 2.76% |
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 17.7% 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.
| 5Y |
|---|
| Star |
|---|
| HSBC Midcap Fund - Regular Growth | HSBC Mutual Fund | ₹13,387 Cr | 3.59% | +26.32% | — | 5★ |
| Invesco India Midcap Fund - Regular Plan - Growth Option | Invesco Mutual Fund | ₹11,767 Cr | 2.17% | +23.61% | +19.55% | 4★ |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹5,293 Cr | 2.02% | +23.60% | — | 5★ |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Mutual Fund | ₹15,911 Cr | 1.80% | +22.83% | +19.46% | 4★ |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹4,688 Cr | 2.27% | +22.34% | +18.64% | 4★ |
| ITI Mid Cap Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹1,358 Cr | 1.84% | +22.06% | +15.65% | 3★ |
| Sundaram Mid Cap Fund Regular Plan - Growth | Sundaram Mutual Fund | ₹13,378 Cr | 2.25% | +22.05% | +18.59% | 4★ |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹2,389 Cr | 2.03% | +19.76% | — | 4★ |
| Kotak Midcap Fund - Regular Plan - Growth | Kotak Mahindra Mutual Fund | ₹63,539 Cr | 1.43% | +19.53% | +17.33% | 3★ |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | Mirae Asset Mutual Fund | ₹18,388 Cr | 2.27% | +19.26% | +16.15% | 3★ |