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
Samco Large & Mid Cap Fund, a fund that is well-positioned to capture momentum, offering you a balanced exposure to both stability and high-growth potential.
Samco Large & Mid Cap Fund, a fund that is well-positioned to capture momentum, offering you a balanced exposure to both stability and high-growth potential.
The SAMCO Small Cap Fund is built on a cutting-edge momentum-based investment strategy that seeks to harness the power of market trends and corporate performance metrics.
Generally momentum in physics is defined as ‘mass in motion’. As per the Newton’s first law of motion that says a body will remain in uniform motion in a straight line unless acted upon by an external force. But what exactly does “Momentum” means in the world of investing? In this article/blog we will discuss about the in’s and out’s of what is momentum and how it works as an investment strategy. 1) What exactly momentum means in terms of investing? Momentum refers to the tendency of winning s
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
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’
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
Mutual funds have been a trendy topic among all consumers, regardless of their interest in the financial markets. Mutual funds [https://www.samcomf.com/mutual-funds] are one of the few financial instruments that provide inflation-beating returns to the investors. . The functioning of a mutual fund is simple. Asset Management Companies (AMCs) receive money from lakhs of investors. This pooled money is subsequently invested in a variety of asset classes as per the fund’s investment objective. A
Most people avoid investing in small cap funds because they have a reputation of being extremely high-risk. But what people don’t realise is that most large and mid-cap companies started out as small cap companies. No company becomes a large-cap company overnight. They all start at the small-cap stage. This article will help you get a better perspective on small cap funds before you start investing in them. In this article you will learn: - What are Small Cap Funds? - Benefits of Small Cap Fu
In the last few years, there has been a huge interest among investors regarding Exchange Traded Funds, also popularly known as ETFs. ETFs were first introduced in 1989 by the American Stock Exchange and the Philadelphia Stock Exchange. But it took more than a decade for ETFs to enter the Indian stock markets. This article will help you to understand and make the best decision regarding ETFs. In this article you will learn: - What are Exchange Traded Funds? - Types of Exchange Traded Fund
Each and every human being on this planet is carrying a dream with them, and when we dream we make sure it's big. Like buying a luxury car, a sea facing apartment in Mumbai, a beach house in Miami, or buying a ticket to Mars. But it's impossible to achieve your dreams without having a good wealth creation strategy. In order to start your wealth creation journey, you have to start following these few important guidelines which will help you achieve your wealth creation goals. 1. Find the Right