SAMCO Unveils NFO 2025 with C.A.R.E. Momentum Strategy: A Blend of Stability and Growth

Bengaluru, June 3, 2025 – The tides of the market are turning, and the winds of momentum investing are beginning to blow. SAMCO Asset Management Private Limited is riding this wave with the introduction of their distinctive SAMCO Large & Mid Cap Fund. By weaving together the resilience of established large-cap equities with the untapped potential of mid-size growing firms, SAMCO has crafted an offering that caters to both cautious and growth-seeking investors.

Embracing Change: The C.A.R.E. Momentum Approach

The innovative C.A.R.E Momentum Strategy stands at the core of this new fund, which translates to an adept blend of Cross-sectional, Absolute, Revenue, and Earnings momentum. This proprietary strategy is more than just a catchy acronym; it’s a paradigm shift in identifying outperforming stocks through both market price and business fundamentals analysis.

Stability Meets Growth

SAMCO’s approach meticulously curates a portfolio of the top 250 market capitalisation firms. The allocation strategy is designed to provide a solid bedding of stability with large caps while injecting the dynamic power of mid-cap companies into the mix. In accordance with SEBI mandates, a strategic balance of at least 35% will be earmarked for both segments, creating a well-rounded investment opportunity.

Strategic Hedging and Derivatives

To ensure the resilience of the investment, tactical hedging, and derivative strategies are woven into the fund’s DNA. This not only shields against potential market downturns but also enhances adaptability across various market cycles—an attractive proposition in today’s ever-volatile environment.

Expert Guidance for Optimal Results

Under the expert supervision of Nirali Bhansali, Umeshkumar Mehta, and Dhawal G. Dhanani, the fund promises not just average returns, but a genuine opportunity for wealth creation, aligning seamlessly with the soaring aspirations of seasoned investors. As expressed by Umeshkumar Mehta, the focus is on leveraging real-time market behavior to identify stocks showing robust relative strength at nascent stages, ensuring alpha generation with minimal downsides.

Access and Participation

Open for subscription from June 5 to June 19, 2025, investors can embark on this investment journey with a minimum of ₹5,000 lump sum. For those inclined towards systematic investment plans, a convenient monthly SIP starting at ₹500 adds an enticing slant to this exciting offering.

Locked within SAMCO’s strategy is an investment dream where stability meets growth—a future where sound investment decisions are powered by C.A.R.E. Momentum. For further details and to participate, investors are encouraged to engage with this promising NFO as it stakes its claim in India’s dynamic equity landscape. According to Passionate In Marketing, SAMCO’s robust blend of strategy and opportunity could set a new standard for mutual fund success.