Following a significant market correction over the past eight months, signs of recovery are now emerging, setting the stage for momentum investing strategies to flourish. Recognizing this opportune moment, SAMCO Asset Management Private Limited has launched the SAMCO Large & Mid Cap Fund—a distinctive offering combining the stability of large-cap stocks with the robust growth potential of mid-cap companies.
The New Fund Offer (NFO) will be open for subscription from 05 June 2025 to 19 June 2025. This actively managed fund is the first and only fund in the category to use a proprietary momentum-based framework—the C.A.R.E. Momentum Strategy—which stands for Cross-sectional, Absolute, Revenue, and Earnings Momentum. The fund leverages dynamic momentum metrics to identify stocks that are outperforming peers not just in price but also in business fundamentals.
SAMCO Large & Mid Cap Fund will build a diversified portfolio from the top 250 companies by market capitalisation, offering investors the opportunity to benefit from the stability of large caps and the growth potential of mid-caps. A minimum of 35% each will be allocated to both large and mid-cap stocks, aligning with SEBI’s mandate for the category. Additionally, the fund incorporates tactical hedging and derivatives strategies, ensuring resilience and adaptability across market cycles.
Commenting on the launch, Viraj Gandhi, CEO, SAMCO Asset Management Private Limited, said: “In white-ball cricket, BASRA—the blend of batting average and strike rate—defines player impact. Similarly, investing success requires balancing stability (average) and momentum (strike rate). Our new fund precisely achieves this blend, offering investors a strategic middle ground ideal for sustained long-term growth. Our C.A.R.E. Momentum Strategy is designed to proactively adjust to market conditions, providing consistent results with meaningful impact.”
The fund is benchmarked against the Nifty LargeMidcap 250 Total Returns Index (TRI) and will be jointly managed by Mrs. Nirali Bhansali, Mr. Umeshkumar Mehta, and Mr. Dhawal G. Dhanani—a team with deep expertise in fundamental and momentum-based investing.
Umeshkumar Mehta, CIO, added: “Most conventional investment strategies are anchored in historical financial metrics. In contrast, our momentum-driven approach focuses on real-time market behaviour 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. Our active strategy is designed to generate alpha while ensuring better downside protection and efficient capital deployment for long-term wealth creation.”
Investors can participate in this NFO with a minimum lump sum investment of ₹5,000 or through SIPs starting at just ₹500 per month (minimum 12 instalments).
