World Investor Week 2026
World Investor Week 2026
Peacocking : India's route to bull markets
India is the Global Anti Momentum trade today. There are two lasting ways out of the bottom decile: valuation or perception. With the US 10-year Treasury yield around 5.3%, the valuation route would be brutal. The perception route is the one worth fighting for. * By Jimeet Modi, Founder & Group CEO, SAMCO Group, October 2026 Every month, a momentum system asks every market it can see the same blunt question: over the past year, who has been winning and who has been losing? It does not read vis
Small Cap, Big Innings: A Cricket Guide to Small-Cap Fund Investing
Explore small-cap fund investing through cricket, understanding growth opportunities, market risks, the importance of a long-term holding period, and how SIPs can help you navigate market volatility.
Ganesh Chaturthi’s Lessons for Mutual Fund Investors
The story behind Ganesh Chaturthi isn't about speed, it's about understanding the goal before you move toward it. This Ganesh Chaturthi, we look at what that ancient race around the universe can teach long-term investors about discipline, patience, and staying consistent with intent.
Can Momentum Investors Expect Higher Returns?
Momentum strategies are designed to move differently from the broader market, understanding this can help investor set the right expectations.
The Subjects Never Taught: How India’s Women Investors Learned SIP Discipline
A Teachers’ Day reflection on discipline, consistency, and how India’s women investors turned an untaught subject into a lasting habit.
A Promise That Grows: Why Starting a SIP Can Be a Meaningful Rakhi Gesture
A simple guide to encouraging your sibling to take a step towards investing this Raksha Bandhan
What Onam Can Teach Us about Disciplined Investing ?
Five timeless lessons from Onam on patience, consistency and building wealth for the long term.
Momentum Is Hurting. Here's What That Pays For.
A note from Jimeet Modi · April 2026 On 13 March 2025, the NIFTY 500 Momentum 50 closed 30.9% below its peak of 27 September 2024. As I write this in late April 2026, it has not yet recovered. By the data we have on Indian factor performance going back to April 2005, this is the deepest drawdown for Momentum 50 since the 2018 mid-cap crash — and the fourth-deepest of the 21-year record overall, exceeded only by the 70.2% drawdown of the 2008 Global Financial Crisis (GFC), the 38.1% drawdown o
Role of a fund manager in mutual funds
We all invest in mutual funds by looking at the risk associated with it, and how much returns it gives. Do you know about the person who manages the large amount of investors? Yes, we are talking about fund managers. In this article, we will discuss about the fund manager, their role in the AMC, their duties, and how to evaluate them. Fund Manager A fund manager is an investment professional. A fund manager is in charge of carrying out a fund's investment strategy and monitoring its trading a
9 Lessons from the Nifty50’s journey
Nifty50 has had an eventful ride filled with structural changes and macro-economic cycles, right since 1995. In this period, the index has given a CAGR return of ~11% in ~27 years or an absolute return of 1700% as it has made its journey from 1000 to 17000+. The NIFTY is in its 27th year running and there are several vital lessons from its journey. In SAMCO Mutual Fund’s first edition of the “SAMCO MF Food for thought” series, we try to spell out some of the lessons we’ve learnt from the NIFTY’
What is SIP (Systematic Investment Plan)?
There is a lot of confusion among the investors about what is a Systematic Investment Plan(SIP)? Most investors think SIP is a kind of mutual fund scheme, but it is only a method to invest in a mutual fund. Have you heard the saying that little drops of water make the mighty ocean? It implies, metaphorically, that small thing have a huge impact. Small sums can lead to great things one day. This saying reflects how SIPs work. In this article, you will learn: * What is SIP? * Benefits of SI