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Samco Dynamic Asset Allocation Fund

Samco Mutual Fund Dynamic Asset Allocation Fund Highly Differentiated As of 2026-05-31
Holdings
82
Well diversified
Top 10 weight
46%
Concentration
Active share
77%
Highly Differentiated
Equity
-
Asset allocation

Portfolio

27Sectors 5High-conviction bets 13%Top sector wt. -Cash

Market-cap allocation

Large cap32%
Mid cap19%
Small cap18%

Asset allocation

Asset mix not available.

Top holdings

1.6%

AI Smart summary

Pros

  • Well-diversified across 82 holdings.

Cons

  • Concentrated in Sovereign - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

HDFC Balanced Advantage Fund312 holdings · 52% AS
Kotak Balanced Advantage Fund206 holdings · 53% AS
Axis Balanced Advantage Fund158 holdings · 53% AS
NJ Balanced Advantage Fund144 holdings · 68% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Sovereign12.8%
Finance11.6%
Banks8.8%
Ferrous Metals6.4%
Electrical Equipment5.5%
Non - Ferrous Metals5.4%
Pharmaceuticals & Biotechnology5.0%
Industrial Products4.2%
Power4.0%
Automobiles4.0%
Capital Markets3.4%
Auto Components2.3%
Insurance2.1%
Oil1.7%