Samco Large & Mid Cap Fund vs Samco Multi Cap Fund
Samco vs Samco· Portfolio Overlap Analysis
24.0%Moderate Overlap
23 common stocks0
Investor takeaway: These funds share moderate overlap at 24.0%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.
Common Holdings (23)
| Stock | Wt% in Samco Large & Mid Cap | Wt% in Samco Multi Cap | Overlap |
|---|---|---|---|
Bank of India Banks | 2.14% | 1.77% | 1.77% |
GE Vernova T&D India Limited Electrical Equipment | 4.19% | 1.75% | 1.75% |
Indian Oil Corporation Limited Petroleum Products | 1.78% | 1.75% | 1.75% |
Vedanta Limited Diversified Metals | 2.99% | 1.73% | 1.73% |
National Aluminium Company Limited Non - Ferrous Metals | 1.66% | 1.71% | 1.66% |
L&T Finance Limited Finance | 1.61% | 1.61% | 1.61% |
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles | 1.57% | 1.70% | 1.57% |
Cummins India Limited Industrial Products | 1.79% | 1.49% | 1.49% |
Muthoot Finance Limited Finance | 3.45% | 1.41% | 1.41% |
Hindalco Industries Limited Non - Ferrous Metals | 1.76% | 1.39% | 1.39% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.03% | 1.17% | 1.03% |
TVS Motor Company Limited Automobiles | 1.94% | 0.99% | 0.99% |
APL Apollo Tubes Limited Industrial Products | 1.86% | 0.85% | 0.85% |
Eicher Motors Limited Automobiles | 0.81% | 1.88% | 0.81% |
Hero MotoCorp Limited Automobiles | 0.73% | 0.73% | 0.73% |
Indian Bank Banks | 0.66% | 1.86% | 0.66% |
Canara Bank Banks | 0.62% | 1.10% | 0.62% |
State Bank of India Banks | 0.50% | 1.20% | 0.50% |
The Federal Bank Limited Banks | 0.46% | 1.72% | 0.46% |
Union Bank of India Banks | 0.34% | 0.43% | 0.34% |
Shriram Finance Limited Finance | 0.31% | 1.61% | 0.31% |
Axis Bank Limited Banks | 0.30% | 1.67% | 0.30% |
SBI Life Insurance Company Limited Insurance | 0.29% | 1.19% | 0.29% |
Unique to Samco Large & Mid Cap
- Max Financial Services Limited6.42%
- Aditya Birla Capital Limited3.38%
Unique to Samco Multi Cap
- Schaeffler India Limited2.03%
- Karur Vysya Bank Limited1.84%
- 3M India Limited1.80%
- Bajaj Finance Limited1.76%
- Marico Limited1.75%
Sector Overlap Breakdown
Banks4.7% (7)
Finance3.3% (3)
Non - Ferrous Metals3.0% (2)
Automobiles2.5% (3)
Industrial Products2.3% (2)
Electrical Equipment1.8% (1)
Petroleum Products1.8% (1)
Diversified Metals1.7% (1)
Agricultural, Commercial & Construction Vehicles1.6% (1)
Pharmaceuticals & Biotechnology1.0% (1)
Insurance0.3% (1)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.