Samco Large Cap Fund – Direct Growth
This system identifies large-cap stocks with strong momentum in Cross Sectional, Absolute, Revenue, and Earnings Momentum. By focusing on the top 100 companies by market capitalization, the fund optimizes the portfolio and mitigates risks using derivatives and hedging during market volatility.
Investment Objective
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio predominantly consisting of equity and equity related instruments of large cap companies.
There is no assurance that the investment objective of the scheme will be achieved.
Key Highlights
| Cross-sectional momentum is the core criterion for stock selection which identifies and invests in top-performing large-cap stocks with consistent price strength, outperforming their sector and indices. |
| Absolute momentum assesses the directional trend of stocks or the market, regardless of relative performance. If the trend turns negative, the fund employs tactical measures, including derivatives and hedging, to reduce net equity exposure and protect against drawdowns. |
| Revenue momentum focuses on companies with strong top-line growth, highlighting those with consistent sales increases that precede earnings growth. This approach ensures the portfolio includes growth stocks that can sustain market leadership and capture long-term value creation. |
| Earnings momentum identifies companies with rapid growth in profitability at the PBT (Profit Before Tax) and PAT (Profit After Tax) levels, reflecting their ability to translate operational efficiency and revenue growth into shareholder value. |
(source : https://www.samcomf.com/)
Samco Large Cap Fund NFO Details:
| Mutual Fund | Samco Mutual Fund |
| Scheme Name | Samco Large Cap Fund |
| Objective of Scheme | The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio predominantly consisting of equity and equity related instruments of large cap companies. There is no assurance that the investment objective of the scheme will be achieved. |
| Scheme Type | Open Ended |
| Scheme Category | Equity Scheme – Large Cap Fund |
| New Fund Launch Date | 05-Mar-2025 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 19-Mar-2025 |
| Indicate Load Seperately | Entry Load: Not Applicable Exit Load: 10% of units can be redeemed without an exit load within 12 months of allotment. Any redemption in excess of such limit in the first 12 months will incur 1% exit load. No exit load, if redeemed or switched out after 12 months from the date of allotment of unit. |
| Minimum Subscription Amount | Rs. 5,000 and in multiples of Rs. 1/- thereafter |
| For Further Details Please Visit Website | https://www.samcomf.com |
(source:https://www.amfiindia.com/)
Samco Large Cap Fund NFO
Application Form
Scheme Documents
(source : https://www.samcomf.com/)
