Mumbai: As market momentum returns following months of correction, SAMCO Mutual Fund has launched the SAMCO Large and Mid Cap Fund, a first-of-its-kind investment vehicle in the Large and Mid Cap category that employs its proprietary C.A.R.E. Momentum Strategy.
The New Fund Offer (NFO) opens on June 5, 2025, and will remain open until June 19, 2025. This actively managed fund seeks to strike a strategic balance between the stability of large-cap stocks and the growth potential of mid-cap companies by investing across India’s top 250 companies by market capitalisation.
C.A.R.E. Momentum Strategy: A First in the Category
The fund distinguishes itself by applying the C.A.R.E. Momentum Strategy, which stands for Cross-sectional, Absolute, Revenue, and Earnings Momentum. This data-driven approach evaluates not just stock prices but business fundamentals in real time to identify outperformers early – offering higher potential for alpha generation while minimizing downside risk.
Balanced Allocation with Tactical Edge
In alignment with SEBI’s guidelines, the fund will invest a minimum of 35% each in large-cap and mid-cap equities. It also incorporates tactical hedging and derivative strategies to ensure adaptability across volatile market conditions – making it a compelling option for investors looking for risk-adjusted returns with long-term growth.
Leadership Insight: Cricket Meets Capital Markets
“Just as BASRA (batting average and strike rate) defines a cricketer’s impact, successful investing is about balancing stability and momentum,” said Viraj Gandhi, CEO, SAMCO Asset Management. “The SAMCO Large and Mid Cap Fund achieves this blend through our C.A.R.E. Momentum Strategy – delivering consistent performance with the potential to outperform across market cycles.”
The fund is benchmarked against the Nifty LargeMidcap 250 TRI and will be jointly managed by Nirali Bhansali, Umeshkumar Mehta, and Dhawal G Dhanani, who bring strong expertise in both fundamental and momentum-based investing.
Umeshkumar Mehta, CIO, added, “Traditional funds focus on historical metrics. Our real-time momentum strategy identifies relative strength early, offering a dynamic and efficient approach to capital deployment, particularly in the large and mid-cap space.”
SAMCO Large and Mid Cap Fund: Flexible Investment Options
Investors can participate in the NFO with:
- Minimum lump sum investment: ₹5,000
- SIP options: Starting at ₹500/month for at least 12 instalments
To learn more or invest in the SAMCO Large and Mid Cap Fund, visit: https://www.samcomf.com/mutual-funds/samco-large-and-mid-cap-fund-direct-growth/lmdgg
