SAMCO Mutual Fund has announced the launch of India’s first actively managed momentum-based mid-cap fund.
The fund aims to identify and invest in emerging businesses that are showing strong revenue growth, earnings growth, and price momentum.
The New Fund Offer (NFO) will open for investment on January 21, 2026, and will remain open until February 4, 2026.
After the NFO period, the scheme will be available for daily purchase and redemption from February 13, 2026.
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Investment Amount and SIP Details
Investors can invest in this fund with a minimum lump sum investment of ₹5,000.
For those who prefer systematic investing, SIPs are available starting at just ₹250 per month. There is no maximum limit on the investment amount.
Types of Plans Available
The SAMCO Mid Cap Fund will offer two investment options:
Regular Plan – for investors who invest through a distributor
Direct Plan – for investors who choose to invest directly without a distributor
These plans are named SAMCO Mid Cap Fund – Regular Plan and SAMCO Mid Cap Fund – Direct Plan.
Where the Fund Will Invest
The SAMCO Mid Cap Fund will be an open-ended equity scheme that primarily invests in mid-cap companies ranked between 101st and 250th by market capitalization.
The fund aims to balance growth and stability through a disciplined investment process.
According to the fund house, the scheme follows SAMCO’s proprietary CARE Momentum Strategy, which includes cross-sectional, absolute, revenue, and earnings momentum.
The strategy combines quantitative models with fundamental analysis to identify companies that show strong business performance and momentum.
Performance of the Mid-Cap Segment
India’s mid-cap segment has been a strong long-term wealth creator. Historically, mid-cap stocks have delivered attractive risk-adjusted returns.
The Nifty Midcap 150 TRI has generated a CAGR of 17.47% since its inception, outperforming large-cap indices over long market cycles.
The company also states that momentum-based strategies have beaten broader market indices by around 6% CAGR over the last 20 years.
Focus on Future Large-Cap Leaders
The SAMCO Mid Cap Fund aims to benefit from this opportunity by using a disciplined, momentum-driven investment approach.
By combining quantitative analysis with fundamental research, the fund seeks to identify potential future large-cap leaders at an early stage and invest in them during their growth phase.