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.
The investment team will follow an active strategy to manage the assets of the fund. The SAMCO Large 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. momentum system to with an aim to deliver superior risk-adjusted returns by systematically identifying and allocating capital to large-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 100 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.