Samco Special Opportunities Fund

Samco Mutual Fund · FM: Nirali Bhansali, Dhawal Dhanani, Umeshkumar Mehta, Vishal Shinde · INF0K1H01180 · Direct

NAV ₹9.05 AUM ₹132 Cr as of 07 Aug 2026

Latest available portfolio · Retrieved: 8-Aug-2026 11:47 PM IST · Disclosure date not provided

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Returns

1D1M3M6M1Y3Y5YRank (1Y)TER
Fund +0.2% +4.1% +4.3% +6.1% +2.7% 178/236
Equity allocation
97.82%
Debt allocation
0.00%
Cash / Liquid
2.18%
Other
0.00%

All Equity Holdings (36) latest available

# Company Value (₹ Cr) % of AUM
1 Religare Enterprises Ltd 11.1 8.40%
2 Avalon Technologies Ltd 5.0 3.83%
3 INOX India Ltd 5.0 3.82%
4 R R Kabel Ltd 4.5 3.45%
5 Lloyds Metals & Energy Ltd 4.4 3.31%
6 Adani Power Ltd 4.2 3.22%
7 The Federal Bank Ltd 4.1 3.12%
8 Apar Industries Ltd 4.1 3.10%
9 Diamond Power Infrastructure Ltd 3.9 2.94%
10 Tata Steel Ltd 3.8 2.88%
11 Equitas Small Finance Bank Ltd Ordinary Shares 3.8 2.87%
12 KRN Heat Exchanger and Refrigeration Ltd 3.8 2.85%
13 NMDC Ltd 3.7 2.82%
14 MTAR Technologies Ltd 3.4 2.61%
15 Polycab India Ltd 3.4 2.58%
16 Tamilnad Mercantile Bank Ltd 3.3 2.49%
17 Ather Energy Ltd 3.3 2.49%
18 Gujarat Mineral Development Corp Ltd 3.2 2.46%
19 AU Small Finance Bank Ltd 3.2 2.44%
20 Eicher Motors Ltd 3.2 2.40%
21 KEI Industries Ltd 3.2 2.39%
22 Steel Authority Of India Ltd 3.1 2.35%
23 GE Vernova T&D India Ltd 3.1 2.33%
24 Thyrocare Technologies Ltd 3.0 2.29%
25 Ujjivan Small Finance Bank Ltd Ordinary Shares 3.0 2.29%
26 TD Power Systems Ltd 2.9 2.20%
27 Hitachi Energy India Ltd Ordinary Shares 2.9 2.16%
28 HBL Engineering Ltd 2.8 2.15%
29 Karnataka Bank Ltd 2.8 2.12%
30 Bajaj Auto Ltd 2.7 2.02%
31 Tata Power Co Ltd 2.6 2.01%
32 JSW Steel Ltd 2.6 1.98%
33 CESC Ltd 2.6 1.94%
34 Vijaya Diagnostic Centre Ltd 2.5 1.92%
35 AXISCADES Technologies Ltd 2.4 1.82%
36 Metropolis Healthcare Ltd 2.4 1.80%

All disclosed equity positions are shown.