Archive · 20 Nov 2025
India's First Momentum-Based Small Cap Fund Launched
Samco Mutual Fund has started a new fund called Samco Small Cap Fund.
This fund will invest in small companies that are doing well and are likely to continue doing well.
It's like buying stocks of companies that are already winning and are likely to keep winning.
The fund managers will use a special system called C.A.R.E. to pick these stocks.
This fund is for people who want to take a big risk and are willing to wait for at least 7-8 years to see if their investment grows.
Samco Mutual Fund launches Samco Small Cap Fund, India's first momentum-based small cap fund
Fund aims to generate long-term capital appreciation from small-cap stocks with strong momentum traits
Investment universe focused on market cap rank 251st to 750th, beyond Nifty 500 universe
Fund to be co-managed by Umeshkumar Mehta, Nirali Bhansali, and Dhawal Dhanani
NFO period from 14 November to 28 November 2025, minimum investment Rs 5,000
- Who
- Samco Mutual Fund
- What
- Launched Samco Small Cap Fund
- When
- NFO period from 14 November to 28 November 2025
- Where
- India
- Why
- To generate long-term capital appreciation from small-cap stocks with strong momentum traits
Proponents of Momentum Strategy
Cautious Investors
Potential for High Returns
Proponents of Momentum Strategy
Momentum strategy can generate high returns in bullish markets
Cautious Investors
Momentum can reverse in market downturns, leading to significant drawdowns
Fund Management Experience
Proponents of Momentum Strategy
Samco Mutual Fund is new, but fund managers have relevant experience
Cautious Investors
Caution advised due to lack of a 3-year track record in managing equity funds
- Fund Size
- Open-ended scheme
- Investment Mandate
- 65-100% in smallcap companies
- Minimum Investment
- Rs 5,000
- Subscription Period
- 14 November to 28 November 2025
- Benchmark Index
- Nifty Smallcap 250 – Total Return Index (TRI)