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Interview

Can a momentum strategy work in large & mid caps?

Samco's CIO breaks down their new fund, C.A.R.E. strategy, and how to play momentum smartly

04-Jun-2025•Shruti Sinha Follow Value Research Online on Google

Samco's CIO breaks down their new fund, C.A.R.E. strategy, and how to play momentum smartly

Momentum investing in large and mid caps? That’s the bold promise behind the newly launched Samco Large & Midcap Fund. In this exclusive conversation, Umesh Kumar Mehta, CIO at Samco Mutual Fund, explains what makes this strategy tick.

He unpacks the fund’s proprietary C.A.R.E. framework, how it manages risk in volatile markets, and where it fits in a long-term portfolio. If you’ve ever wondered when momentum works (and when it doesn’t) this is a must-watch.

Click the link above to watch the interview.

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