Samco Mid Cap Fund - Regular (G)

The investment team will follow an active strategy to manage the assets of the fund. The SAMCO 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 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 mid-cap stocks from the companies ranked between 101-250 by market capitalization, as defined by the AMFI, that exhibit robust momentum traits. The Investment universe of the fund shall primarily be focused on Universe of companies from Market cap Rank 101 - 250. The fund will invest between 65%-100% of assets in companies between rank 101-250 by market capitalisation, also referred to as Mid Cap companies. The fund also has the flexibility to invest 0-35% of assets in companies other than mid-caps or international stocks 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.