Samco Mutual Fund has filed a draft with SEBI for the Samco Large Cap Fund, an open-ended equity scheme focusing primarily on large-cap stocks. Here’s a detailed overview of the fund’s objectives, strategies, and features based on the draft scheme document.
The Samco Large Cap Fund aims to generate long-term capital appreciation through a diversified portfolio primarily consisting of equity and equity-related instruments of large-cap companies. However, the fund does not assure or guarantee the achievement of its investment objectives.
The fund plans to allocate 80%-100% of its assets to equity instruments of large-cap companies and up to 20% in debt and money market instruments. The innovative C.A.R.E. Momentum System (Cross-Sectional Momentum, Absolute Momentum, Revenue Momentum, and Earnings Momentum) underpins its investment approach, focusing on companies with market performance and growth indicators.
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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.
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