SAMCO Mutual Fund Launches India’s First Momentum-Based Large & Mid Cap Fund..

Varahimedia.com,Mumbai, June 5th, 2025:SAMCO Asset Management Pvt. Ltd. has announced the launch of its SAMCO Large & Mid Cap Fund, a unique investment opportunity that blends the stability of large-cap stocks with the growth potential of mid-cap companies, all driven by its proprietary C.A.R.E. Momentum Strategy.

The New Fund Offer (NFO) opens for subscription from June 5, 2025, to June 19, 2025.

This is the first and only fund in the Large & Mid Cap category to adopt a momentum-based approach, using the C.A.R.E. framework—Cross-sectional, Absolute, Revenue, and Earnings Momentum—to select stocks that are not only performing well in the market but also showing strong underlying business fundamentals.

The fund will invest in India’s top 250 companies by market capitalization, allocating at least 35% each to both large-cap and mid-cap stocks, in line with SEBI’s guidelines. It also includes tactical hedging and derivatives strategies to maintain portfolio resilience across different market conditions.

What Makes It Unique?

• First fund to use momentum investing in this category
• Focus on risk-adjusted returns
• Dynamic selection based on real-time stock performance and fundamentals
• Benchmark: Nifty LargeMidcap 250 TRI
• Managed by experts: Nirali Bhansali, Umeshkumar Mehta, and Dhawal G. Dhanani

Key Investment Details:

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• Minimum Investment: ₹5,000 lump sum
• SIP Option: Starts at ₹500/month (minimum 12 months)

SAMCO Speaks:

Viraj Gandhi, CEO, compared the strategy to white-ball cricket: “Just like a great batsman balances average and strike rate, this fund balances long-term stability with market momentum—ideal for consistent wealth creation.”

Umeshkumar Mehta, CIO, added: “Traditional investing looks backwards. This fund is forward-looking—focusing on stocks with current strength and future potential. It’s designed to generate alpha while protecting against downside risks.”

For more details or to invest, visit:
🔗 SAMCO Large & Mid Cap Fund – Direct Growth

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