NFO Alert: Samco Mutual Fund to Launch Samco Large Cap Fund

Samco Mutual Fund has introduced the Samco Large Cap Fund, an open-ended equity scheme focused on large-cap stocks. The fund aims to provide long-term capital appreciation by investing primarily in equity and equity-related instruments of large-cap companies. Like most equity schemes, there is no guarantee of returns, and the risk level is categorised as very high.

NFO Details

Fund Manager

The scheme is managed by Nirali Bhansali, who has over ten years of experience in the capital markets. She has been involved in equity research and portfolio management and has worked on investment models for Samco Mutual Fund.

Investment Strategy

The fund follows a momentum-based investment strategy and will focus on selecting stocks based on their market performance and financial growth. The allocation is structured as follows:

• 80-100% – Equity & equity-related instruments of large-cap companies
• 0-20% – Equity of other companies, debt, and money market instruments
• 0-10% – REITs and InvITs

Liquidity and Redemption

Being an open-ended scheme, investors can buy or redeem units after the fund reopens for continuous sale and repurchase. Redemption proceeds are expected to be processed within three working days from the date of request.

Since the scheme is new, there is no historical performance data available. Investors should evaluate their risk tolerance before investing. The fund will be available for subscription until March 19, 2025.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.