Samco Large & Mid Cap Fund

Ticker: mf13635
Decent 66/100

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Business Overview

The Samco Large & Mid Cap Fund is designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. Ideal for those looking to balance risk and return, this fund aims to harness the growth potential of established companies while also tapping into emerging market leaders. With a focus on fundamental analysis and a disciplined investment approach, it stands out as a reliable choice for wealth creation.

  • Targeted for long-term investors
  • Diversified exposure to large and mid-cap stocks
  • Focus on fundamental analysis
  • Aims for capital appreciation
  • Managed by experienced professionals
  • Suitable for balancing risk and returns

Investment Thesis

Samco Large & Mid Cap Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term gains.

  • Strong promoter group with a proven track record enhances investor confidence.
  • Significant growth potential in digital services sector aligns with market trends.
  • Attractive valuation metrics compared to industry peers suggest upside potential.
  • Diversified portfolio minimizes risk while maximizing return opportunities.
  • Focus on mid and large-cap stocks ensures stability and growth.

Peer Perspective

Samco Large & Mid Cap Fund trades at a slight premium compared to peers like Axis Mutual Fund and HDFC Mid-Cap Opportunities. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
Samco Large & Mid Cap Fund • Updated: 2025-09-29 15:13:01
  • 10
    Business
    High
    The fund is positioned in a growing sector with a clear investment strategy.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows potential for growth with a decent risk profile, but investors should remain cautious of execution risks.


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