NFO Alert: Samco MF to Launch Samco Large & Mid Cap Fund

Samco Mutual Fund has recently filed the draft scheme information deed (SID) for floating a new fund offer (NFO) for Samco Large & Mid Cap Fund. An open-ended equity scheme predominantly investing in large-cap and mid-cap stocks.

The Samco Large & Mid Cap Fund offers two plans: the Regular Plan and the Direct Plan.

• Regular Plan: This plan is intended for investors who wish to make their investments through a distributor.
• Direct Plan: This plan is exclusively for investors who purchase or subscribe to units directly with the Mutual Fund, without the involvement of any distributor.

Both plans share a common portfolio.

Investment Objective

The investment objective of the Samco Large & Mid Cap Fund is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid-Cap equity and equity-related securities. However, there is no guarantee that the investment objective of the scheme will be achieved.

Investment Strategy

The Samco Large & Mid Cap Fund follows an advanced momentum-based investment strategy designed to leverage market trends and corporate performance indicators. At the heart of this strategy is SAMCO’s proprietary C.A.R.E. system, aimed at delivering superior risk-adjusted returns by systematically identifying and investing in large and mid-cap stocks with strong momentum.

The fund allocates between 35-65% of its assets to the top 100 companies by market capitalization (large-cap stocks), and between 35-65% to companies ranked 101-250 by market capitalization (mid-cap stocks). Additionally, the fund has the flexibility to invest 0-30% of its assets in companies outside the top 250 by market cap or in debt and money market instruments. The fund may also use derivatives for hedging purposes, with up to 80% of net assets allocated to hedging, and up to 50% for non-hedging purposes.

Conclusion

The Samco Large & Mid Cap Fund is strategically designed to capitalize on market momentum and corporate performance, aiming to deliver attractive risk-adjusted returns. By focusing on large and mid-cap stocks with strong growth potential, and maintaining flexibility in its investment approach, the fund offers a well-balanced mix of equity exposure and risk management tools.

Ready to watch your savings grow? Try our SIP Calculator today and unlock the potential of disciplined investing. Perfect for planning your financial future. Start now!

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.