Samco Asset Management Private Limited today announced the launch of the Samco Mid Cap Fund, India’s first actively managed momentum-based mid-cap fund, seeking to identify and invest in emerging businesses demonstrating strong revenue, earnings and price momentum. The New Fund Offer (NFO) will open for subscription from 21 January 2026 to 04 February 2026.
- · NFO Opens on 21 January 2026 and Closes on 04 February 2026
- · Aims to identify high-momentum mid-cap businesses ranked between 101 to 250 by market capitalization
The Samco Mid Cap Fund is an open-ended equity scheme that will predominantly invest in mid-cap companies ranked between 101st to 250th by market capitalization, aiming to blend growth and stability within a disciplined investment framework. The fund is powered by Samco’s proprietary C.A.R.E. Momentum Strategy—Cross-sectional, Absolute, Revenue and Earnings Momentum—which combines quantitative models and fundamental analysis to identify companies exhibiting superior price and business momentum. To know in detail please read Scheme Information Document of the Fund.
India’s mid-cap segment continues to be one of the powerful engines of long-term wealth creation. Historically, mid-caps have delivered potential risk-adjusted returns, with the Nifty Midcap 150 TRI generating a CAGR of 17.47% since inception, outperforming large-cap benchmarks over extended market cycles. Moreover, momentum as a factor has outperformed the broader index by nearly 6% CAGR over the past 20 years, reinforcing its effectiveness as a long-term alpha generator in the mid-cap universe.
Source: Nifty indices Data from 1st April 2005 to 31st December 2025. Disclaimer: Past performance may or may not be sustained in future and is not a guarantee of any future returns. The index returns do not indicate returns of the scheme and are only mentioned for illustration of momentum as a factor.
Hence, the launch of the Samco Mid Cap Fund aims to bridge this potential opportunity by applying a disciplined, momentum-driven approach to Mid-cap investing. By combining the analytical strength of quantitative models with the insights of fundamental research, the fund seeks to identify tomorrow’s large-cap leaders at an early stage helping investors participate in India’s next probable wave of entrepreneurial growth.
Commenting on the launch, Viraj Gandhi, CEO, Samco Asset Management Private Limited, said: “Mid-cap companies represents one of the most attractive part of India’s growth story — seeking to offer the scalability of small caps with the potential stability of established businesses. Through our momentum-based approach, we aim to help investors participate in this potential opportunity by identifying companies that are already demonstrating leadership in earnings, revenues and stock performance.”
The fund is benchmarked against the Nifty Mid Cap 150 Total Returns Index (TRI) and will be managed by a seasoned investment team led by Umeshkumar Mehta, CIO, with deep expertise in both fundamental and momentum-driven investing.
Umeshkumar Mehta, CIO, added: “Momentum has proven to be one of the most resilient and rewarding investment factors globally in the long run. In the Indian mid-cap space, momentum strategies have delivered potential long-term outcomes, with the Nifty Midcap 150 Momentum 50 TRI significantly outperforming the parent index over extended periods. (Nifty indices Data from 1st April 2005 to 31st December 2025. Past performance may or may not be sustained in future and is not a guarantee of any future returns. The index returns do not indicate returns of the scheme and are only mentioned for illustration of momentum as a factor.) Our objective is to systematically capture these trends and aim to deliver consistent long-term value for investors.”
