Momentum has 200 Years
of Evidence. We Follow it.

Momentum is one of the most persistent and well-documented factors in capital markets. SAMCO Mutual Fund harnesses its predictive power through systematic, algorithm-driven strategies which removes human bias and allows disciplined investing to compound wealth over time.

Explore our Schemes Our Investment Approach

Smarter Investing
Starts Here

Over 237,990+ investors trust SAMCO Mutual Fund's systematic, momentum-driven strategies for wealth creation.

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The Scale We Manage.
The Trust We Earn.

Because numbers don't lie. Algorithms makes sure of that.

₹2,478+

Crores in Assets

237,990+

Investors

Schemes

~100%

Systematic Process

Why We Invest Differently

Built Around Momentum.
Governed by Discipline.

Most fund houses rely on fund manager expertise. We manage expertise with a systematic, evidence-led framework because the math is always more disciplined than humans.

Follow Momentum

Stocks that are rising tend to keep rising. We systematically capture this through our proprietary momentum frameworks backed by Jegadeesh & Titman (1993), Asness (2014), and decades of academic evidence.

Trust the System

Every buy, sell, and rebalance is driven by quantitative models. No gut feelings. No key-person risk. The system is the strategy.

Never Override

Human emotion is one of the greatest destroyers of investment returns. Our systematic process removes fear, greed, and recency bias even when doing so is difficult. Especially in times of uncertainty. Our disciplined investment process helps keep long-term objectives ahead of short-term market emotions.

The Momentum Advantage — Decades of Evidence

MSCI World Momentum Index vs MSCI World Index · Rebased to 100 · Gross returns (USD)

MSCI World Momentum

MSCI World

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Momentum (Rebased)

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World (Rebased)

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Momentum Annualised

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World Annualised

Source: MSCI · Annualised gross returns (USD), Dec 1998 – Mar 2026· Past performance may or may not be sustained in future and is not a guarantee of any future returns. These refer to Index returns of MSCI Indices used for illustration of the momentum factor. Not actual scheme returns. · msci.com

The Architects

The People Behind the System

We built a fund house where the system is key. However, every great system has architects who designed it, tested it, and committed to never overriding it.

Jimeet Modi

Founder, Group CEO & Associate Director of Samco AMC

Mr. Jimeet Modi is a Rank Holder Chartered Accountant and Founder & CEO of the SAMCO Group. Under his leadership, SAMCO operates under a wide range of financial service businesses including equity and commodity broking, depository services, equity research, mutual fund research and distribution. He has a career spanning over 15 years with rich experience in equity research, investment analysis and technology.

Umeshkumar Mehta

Chief Investment Officer & Executive Director

Mr. Umeshkumar Mehta has over 26 yearsof experience in Indian Capital Markets. Hisrole involves overseeing investmentstrategies and managing assets acrossdiverse portfolios. He has profoundknowledge of financial markets, believes indata driven approach to investments anddraws lessons from financial marketshistories. He used to lead the Samco group’sResearch team. He has been associated withthe group for the last fifteen years. He is anCA and MBA by qualification.

Meet the Leadership Team →

Insights and updates

Thoughts from The Momentum House

All Insights →

Samco Large & Mid Cap Fund Podcast with CIO - Hindi

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.

Mar 19, 2026

Samco Large & Mid Cap Fund Podcast with CIO - English

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.

Mar 19, 2026

Samco Small Cap NFO TVC - English

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.

Mar 17, 2026

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

Apr 30, 2026 | 11 min read

Understanding the Momentum strategy in Investing.

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

Jun 28, 2023 | 7 min read

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

Jan 24, 2023 | 8 min read

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’

Jan 04, 2023 | 22 min read

Samco Flexi Cap Fund (An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks)
*This product is suitable for investors who are seeking :** To generate long-term capital growth; Investment in Indian & foreign equity instruments across market capitalization;
Scheme Risk-o-meter The risk of the scheme is very high	Benchmark Risk-o-meter The risk of the Benchmark is very high
Risk-o-meter for Scheme: Basis it's portfolio, for Benchmark (Nifty 500 Index TRI): Basis it's constituents as on —
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Equity Schemes

Hybrid Schemes

Debt Schemes

Momentum has 200 Years
of Evidence. We Follow it.

Smarter Investing
Starts Here

The Scale We Manage.
The Trust We Earn.