Fund Objective
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. There is no assurance that the investment objective of the scheme will be achieved.
Notes
The investment team will follow an active strategy to manage the assets of the fund. The SAMCO Large & Mid Cap Fund is built on a cutting-edge momentum-based investment strategy that seeks to harness the power of market trends and corporate performance metrics. At its core, the fund employs SAMCO`s proprietary C.A.R.E. system to with an aim to deliver superior risk-adjusted returns by systematically identifying and allocating capital to large & mid cap stocks with strong momentum indicators. The C.A.R.E. system integrates four key dimensions of momentum-Cross Sectional Momentum, Absolute Momentum, Revenue Momentum, and Earnings Momentum. These parameters ensure that the portfolio remains optimized by focusing on stocks from the top 250 companies by market capitalization, as defined by the AMFI, that exhibit robust momentum traits. The use of derivatives and hedging further strengthens the strategy by mitigating risks during periods of market volatility. The fund will invest between 35-65% of assets in the top 100 companies by market capitalisation, also referred to as large cap companies. The fund will also invest between 35-65% of assets in the companies ranked 101 - 250 by market capitalisation, also referred to as mid cap companies. The fund also has the flexibility to invest 0-30% of assets in companies beyond the top 250+ by market cap or in debt/money market instruments. The scheme may use derivatives instruments for purposes of hedging up to 80% of net assets and shall not exceed 50% of net assets for other than hedging purposes.