The Scale We Manage.
The Trust We Earn.
Because numbers don't lie. Algorithms makes sure of that.
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.
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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.
Past performance may or may not be sustained in future and is not a guarantee of any future returns - 02
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.
- 03
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
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.
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.
Mr. Umeshkumar Mehta has over 26 years of experience in Indian Capital Markets. His role involves overseeing investment strategies and managing assets across diverse portfolios. He has profound knowledge of financial markets, believes in data driven approach to investments and draws lessons from financial market stories. He used to lead the Samco Group’s Research team. He has been associated with the group for the last fifteen years. He is a CA and MBA by qualification.
Momentum Strategies for your Goal Based Investment
A focused range of schemes, each built around systematic momentum. Choose the one that aligns with your risk appetite and investment horizon.
No funds in this category.
Thoughts from The Momentum House
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Samco Flexi Cap Fund
(An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks) |
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This product is suitable for investors who are seeking* :
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Scheme Risk-o-meter
The risk of the scheme is very high |
Benchmark Risk-o-meter
The risk of the Benchmark is very high |
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Riskometer
(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;
**Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Investors understand that their principal willbe at very high risk