NFO Alert: Samco Large & Mid Cap Fund - Direct (G)

resr 5paisa Capital Ltd

Last Updated: 5th June 2025 - 05:10 pm

2 min read

Samco Large & Mid Cap Fund - Direct (Growth) is a dynamic equity mutual fund offering from Samco Asset Management, designed to capitalise on the growth potential of both large-cap and mid-cap companies in India. Categorised under the large and mid-cap fund segment by SEBI, this scheme strategically invests a minimum of 35% of its portfolio each in large-cap and mid-cap stocks, offering a balanced approach to wealth creation.

Key Features of NFO

  • Opening Date: June 5, 2025
  • Closing Date: June 19, 2025
  • Exit Load: For units over 10% of the investment, 1% will be charged for redemption within 12 months
  • Minimum Investment: ₹5,000
  • Benchmark Index: Nifty LargeMidcap 250 TRI
     

Objective of the NFO

The investment objective of the Samco Large & Mid Cap Fund - Direct (Growth) is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. There is no assurance that the investment objective of the scheme will be achieved.

Investment Strategy of NFO

The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities.

Risks Associated with NFO

  • Market Risk: Subject to volatility in equity markets affecting NAV
  • Mid-Cap Risk: Mid-cap stocks may experience higher price fluctuations than large-caps
  • Concentration Risk: High-conviction strategy may lead to concentrated holdings
  • Liquidity Risk: Certain mid-cap stocks may have lower trading volumes
  • Benchmark Deviation: Active management may lead to underperformance compared to the benchmark
  • Economic & Regulatory Risk: Sensitive to macroeconomic changes and policy decisions

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Risk Mitigation Strategy by NFO

  • High-Conviction, Research-Driven Approach: Focus on fundamentally strong, scalable businesses with long-term potential
  • Stress-Tested Stock Selection: Uses proprietary frameworks like "HexaShield" to evaluate resilience under adverse conditions
  • Diversification Across Sectors: Maintains a balanced allocation across industries to reduce sector-specific risk
  • Quality Bias: Preference for companies with strong balance sheets and consistent cash flows
  • Active Monitoring: Continuous review and risk assessment of portfolio holdings to manage volatility and downside
     

These strategies aim to enhance returns while managing inherent equity market risks.

What Type of Investor Should Invest in NFO?

  • Long-Term Investors: Ideal for those with an investment horizon of 5 years or more, aiming for long-term capital growth.
  • Moderate to High Risk Takers: Suited for investors comfortable with equity market volatility, especially due to mid-cap exposure.
  • Wealth Builders: Those looking to build wealth by combining the stability of large-caps with the growth potential of mid-caps.
  • Direct Plan Seekers: Investors who prefer lower expense ratios and are comfortable investing without distributor assistance.
  • Informed & Engaged Investors: Best for those who understand active fund management strategies and can monitor their investments periodically.
     

This fund is not suitable for short-term goals or conservative investors seeking capital preservation.

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