Samco Mutual Fund

About Samco AMC

Samco Asset Management Private Limited was established in December 2019. It serves as the asset management arm of Samco Securities, a firm founded by Jimeet Modi. Samco AMC India focuses on data-driven and factor-based investing, an approach that diverges from traditional investment models. The company employs modern investment strategies such as Quant Investing, Momentum Strategy, and Rule-Based Investing. A distinctive feature of Samco Mutual Fund is its “HexaShield Tested Investing” framework, under which companies are rigorously evaluated across various risk and quality parameters. Consequently, Samco MF schemes are rapidly gaining popularity among investors seeking long-term, research-backed investment options.

Jimeet Modi & Factor Investing

Jimeet Modi has focused on positioning Samco AMC as an investment platform where investment decisions are not based solely on speculation or market noise. He believes that, over the long term, the companies that outperform are those that remain resilient across diverse economic conditions and consistently generate strong returns. Guided by this philosophy, Samco Mutual Fund employs Factor Investing and Quant-Based Investing models. Simply put, this involves selecting stocks based on factors such as data, trends, risk, and performance. Rather than relying on emotional decision-making, this approach adopts a rule-based and research-driven methodology.

Key Details of Samco AMC

AMC Overview & Structure

AUM, Schemes & Management

Why Invest in a Samco Mutual Fund ?

Samco Mutual Fund is considered a distinct alternative for investors who wish to move beyond traditional investment methods and are interested in research and data-driven investment strategies.

• Research-Based Investment Approach: Samco AMC places a strong emphasis on data, risk analysis, and systematic processes when making investment decisions. The company’s objective is not merely to generate short-term returns, but rather to identify businesses capable of delivering superior risk-adjusted returns over the long term.
• HexaShield Tested Investing: Samco Mutual Fund’s HexaShield framework rigorously evaluates companies based on various risk and business quality parameters. Its aim is to select businesses that can demonstrate resilience and sustainability, even amidst challenging economic conditions.
• Strong Backing of Samco Group: Samco AMC is bolstered by the robust presence of Samco Securities. The Group is engaged in a diverse range of business verticals, including broking, commodities, and financial services.
• Growing Presence in India: The Samco Group has successfully established its footprint across numerous metropolitan and non-metropolitan cities throughout the country. Its expanding partner network and growing client base serve as a testament to the company’s rapidly rising prominence.
• Suitable for Modern Investors: Samco MF schemes are considered well-suited for investors who possess an understanding of Quant Investing, Factor Investing, and modern investment strategies, and who maintain a long-term investment perspective.

How to Invest in Samco Mutual Fund via Pocketful

If you already have a Pocketful account, you can log in directly and start investing in Samco Mutual Fund. On the other hand, new users must first open a Demat and Trading Account.

• Open Your Pocketful Account: If you do not have an account, visit Pocketful first to open one. Your account becomes active once you complete the KYC process.
• Log in to the Web App or Mobile App: Once your account is active, log in to the Pocketful Web Platform or Mobile App. After logging in, you will see various investment options displayed on the home screen.
• Go to the Mutual Fund Section: Navigate to the “Mutual Fund” section on the home page. Here, you will find various AMCs and Mutual Fund schemes to explore.
• Search for Samco Mutual Fund Schemes: Type “Samco Mutual Fund” into the search bar. You can then view the Samco Flexi Cap Fund, Samco Active Momentum Fund, and other available Samco MF schemes.
• Choose SIP or Lump Sum Investment: Now, select either the SIP or Lump Sum investment option based on your requirements. Enter the investment amount and proceed.
• Complete Payment: On Pocketful, you can make payments using both UPI and Net Banking. Once the payment is successful, your investment process is complete.
• Track Your Investment: After investing, you can easily track your Mutual Fund portfolio, returns, and investment status through the Pocketful App or Web Platform.

Benefits & Risks of Samco Mutual Fund

Samco Mutual Fund is rapidly gaining popularity among investors due to its distinctive investment model and research-based strategies. However, as with any equity investment, it entails both potential benefits and certain risks.

Benefits of Samco Mutual Fund

• Data-Driven Investment Strategy: Samco AMC places a strong emphasis on data and research when making investment decisions. This makes the investment process more systematic and disciplined.
• Focus on Quality Businesses: The company’s HexaShield framework focuses on selecting businesses that possess the potential to remain robust and resilient over the long term.
• Modern Investing Approach: Instead of relying on traditional stock selection methods, Samco Mutual Fund utilizes modern investment models such as Quant Investing and Factor Investing.
• Strong Digital Investment Experience: Investors can easily invest in SIPs, Lump Sums, and Direct Plans online. The entire investment process has been designed to be fully digital and user-friendly.
• Backed by Samco Group: Samco Securities’ strong background in broking and financial services lends an added layer of credibility and trust to Samco AMC.
• Suitable for Long-Term Investors: Samco MF schemes are considered ideal for investors who intend to remain invested in equities for the long term.

Risks of Samco Mutual Fund

• Market Volatility Risk: Since most of Samco Mutual Fund’s schemes are equity-oriented, investors may experience fluctuations in the Net Asset Value (NAV) during periods of market downturns.
• Momentum Strategy Can Underperform: Momentum Investing does not perform consistently across all market conditions. Returns may be adversely affected during weak or sideways markets.
• Higher Risk in Equity Funds: Some Samco MF schemes focus on high-growth and high-momentum stocks, which can result in elevated risk levels.
• New AMC Compared to Large Fund Houses: Compared to established and larger Asset Management Companies (AMCs), Samco AMC is still considered a relatively new fund house; consequently, some investors may prioritize a longer track record.
• Long-Term Patience Required: To realize superior results from Factor-Based Investing and Quant Strategies, investors may need to maintain their investments over an extended period.
• Returns Are Not Guaranteed: As with any mutual fund, Samco Mutual Fund offers no guarantee of fixed returns, and its performance remains contingent upon prevailing market conditions.

Frequently Asked Questions (FAQs)