Samco Mutual Fund introduces India’s first momentum-based small
cap fund..!
Samco Mutual Fund has launched Samco Small Cap Fund, a
momentum-based small-cap fund designed to identify and invest in emerging
businesses demonstrating strong revenue, earnings and price momentum.
The New Fund Offer (NFO) will open for subscription from November
14, 2025 and close on November 28, 2025.
Umeshkumar Mehta, Director, CIO & Fund Manager, Nirali
Bhansali, Fund Manager and Dhawal Dhanani, Fund Manager will manage the fund.
The NFO is powered by Samco’s proprietary C.A.R.E. Momentum
strategy, which stands for cross-sectional, absolute, revenue, and earnings
momentum. The model combines quantitative and fundamental factors to identify
companies that exhibit superior price and business momentum.
0The momentum strategy has historically demonstrated strong alpha
generation, though it tends to be inherently volatile. Considering these
characteristics, investors may allocate around 15–20% of their portfolio to
momentum-based strategies, provided they have a long-term investment horizon.
Over a 4–5-year period, such an approach can help enhance overall portfolio
returns while balancing risk and reward effectively.
Momentum as a strategy has delivered exceptional performance globally.
For instance, the S&P SmallCap 600 Momentum Index has generated a CAGR of
10.55% over the past decade — the highest among all major investment styles,
including Value, Quality, and Growth. At Samco, our objective is to harness the
power of momentum investing to deliver superior returns by identifying
tomorrow’s large caps, today.
The Samco Small Cap Fund
is an open-ended equity scheme that invests predominantly in small-cap
companies, launched on November 14, 2025, and is benchmarked against
the NIFTY Smallcap 250 Total Return Index. It uses the proprietary
C.A.R.E. Momentum Strategy to identify small-cap stocks with strong momentum
characteristics for potential risk-adjusted returns. The fund has a "Very
High" risk rating and includes an exit load of 1% on redemptions within 12
months for units exceeding 10% of the investment.
Key features
·
F Fund type: Open-ended
small-cap equity scheme.
·
Investment strategy: Uses
the C.A.R.E. Momentum Strategy to identify small-cap stocks based on Cross Sectional,
Absolute, Revenue, and Earnings Momentum.
·
Investment objective: Aims
for long-term capital appreciation through a diversified portfolio of small-cap
stocks.
·
Asset allocation: Invests
between 65%-100% in small-cap companies, with the flexibility to invest up to
35% in other equity, international stocks, or debt/money market instruments.
·
Benchmark: NIFTY
Smallcap 250 Total Return Index.
·
Risk level: "Very
High".
·
Launch date: November
14, 2025. close on November 28, 2025.
·
Minimum investment: ₹5,000.
· Exit load: 1% if units in excess of 10% of the investment are redeemed within 12 months.
For more details
and Investments..!
A S MURALIDHARRAN
CEO,
UMA MURALIDHARRAN
LALITHA
MURALIDHARRAN
VEERA FINSERVE
Old No. 23/69, New No. 14, 1St Floor,
RAKSHA COMPLEX,
TM MAISTRY STREET,
VANNANTHURAI JUNCTION,
THIRUVANMIYUR
CHENNAI 600041
MOBILE & WHATSAPP 8754035456
E mail:
asmuralidharran@gmail.com
Read articles written by Mr. A S MURALIDHARRAN in
Nanayam Vikatan, a leading personal finance magazine
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme
related documents carefully. The past performance of the mutual funds is not
necessarily indicative of future performance of the schemes.
