At a time when investment landscape is shifting rapidly amid volatility in the stock market, especially in the small- and midcap space, SAMCO Mutual Fund is gearing up to launch large cap new fund offer (NFO). SAMCO Asset Management will launch the Samco Large Cap Fund, an open-ended equity scheme focused on investing in large-cap stocks, on March 5. The NFO will be available for subscription till March 19, 2025.

The fund aims to deliver long-term capital appreciation by building a diversified portfolio of the top 100 large-cap companies, leveraging SAMCO’s proprietary C.A.R.E. momentum strategy to identify high-quality, growth-driven opportunities.

Samco large cap fund is benchmarked against the Nifty 100 Total Returns Index (TRI), aligning investments with India’s leading large-cap stocks. Investors can apply with a minimum investment of ₹5,000 for lumpsum and ₹500 for SIPs with at least 12 installments.

The SAMCO Large Cap Fund is designed to leverage a proprietary C.A.R.E. momentum system, which dynamically selects stocks based on market performance indicators. This fund ensures optimal asset allocation with a minimum of 80% exposure to large-cap equities, providing investors access to well-established and fundamentally strong businesses. To manage market volatility effectively, the fund integrates tactical hedging and derivative strategies, safeguarding investor capital, the company said in a release.

“In the current market environment, large-cap stocks in India have become attractively priced relative to mid and small caps, presenting a compelling investment opportunity. After a period of significant outperformance by mid and small caps, valuations in that segment have stretched, while large caps offer better risk-adjusted returns and stability,” said Viraj Gandhi, CEO of SAMCO Asset Management.

With strong fundamentals and improved earnings visibility, large caps which are top 100 companies by market cap are positioned to lead the next phase of market growth, said Gandhi. This makes it an opportune time to launch the SAMCO Large Cap Fund, which is designed to capitalise on this opportunity through a disciplined, C.A.R.E. momentum-driven strategy focused on absolute, relative momentum, and dynamic risk management. Investors can benefit from potential upside participation while aiming to mitigate downside risks, he added.

“Large-cap companies represent stability and long-term wealth creation. Through our active stock selection process, we aim to outperform traditional passive large-cap strategies by identifying stocks with strong momentum indicators. Our disciplined approach ensures that we optimize the portfolio for risk-adjusted returns,” said Umeshkumar Mehta, CIO of SAMCO Asset Management.

The fund will be jointly managed by Nirali Bhansali, Umeshkumar Mehta, and Dhawal Ghanshyam Dhanani.