Momentum driven approach: Samco Large & Mid Cap Fund…!

Investment Guru Friday, June 06, 2025 0

Momentum driven approach: Samco Large & Mid Cap Fund…!

Samco Mutual Fund is to launch Samco Large & Mid Cap Fund.

The fund will use momentum strategy to pick stocks. In momentum strategy, the fund manager focuses on stocks that have performed well recently, based on the belief that strong performance will continue in the near future.

Investing success requires balancing stability (average) and momentum (strike rate). The new fund precisely achieves this blend, offering investors a strategic middle ground ideal for sustained long-term growth.

The momentum-driven approach of the fund, focuses on real-time market behavior to identify stocks demonstrating sustained relative strength at an early stage.

Within the Large & Mid Cap universe, this approach is particularly effective combining the stability of established leaders with the growth potential of emerging performers.

Nirali Bhansali, Umeshkumar Mehta and Dhawal G. Dhanani will manage this fund.

NFO Period	June 05, 2025 to June 19, 2025
Type of scheme	An open-ended equity scheme predominantly investing in large cap and mid cap stocks
Plans	Direct Growth Regular Growth
Benchmark Index	Nifty Large Midcap 250 TRI
STP Frequency	Normal STP - daily, weekly, fortnightly, monthly, quarterly
Minimum Application Amount of scheme	₹ 5000 and in multiples of ₹ 1/- thereafter
Minimum Additional Application Amount	₹ 500 and in multiples of ₹ 1/- thereafter
Minimum SIP Amount	₹ 500 and in multiples of ₹ 1/- thereafter
Entry Load	Not applicable
Exit Load	10% of units can be redeemed at any time without an exit load. Any redemption in excess of 10% of units will incur 1% exit load in the first 12 months. No exit load, if redeemed after 12 months from the date of allotment of unit.