Fundalysisby DARKHORSESTOCKS

Fund manager · Samco

Umeshkumar Mehta

Director & Chief Investment Officer at Samco. Runs 12 schemes worth ₹2,546 Cr.

  • Fund house

    SamcoThey run their schemes at Samco.

  • AUM they run

    ₹2,546 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    12 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Sept 2024.

  • Experience

    22 years22 years

Profile(Samco's SAI, 30 Sept 2026)

About

Role
Director & Chief Investment Officer
Studied
B. Com, CA, PGDBA
Age
51 years
Experience
22 years

Schemes now12

  1. Samco Active Momentum Fund₹775 Cr
  2. Samco Multi Asset Allocation Fund₹380 Cr
  3. Samco Small Cap Fund₹270 Cr
  4. Samco Flexicap Fund₹239 Cr
  5. Samco Multi Cap Fund₹220 Cr
  6. Samco Dynamic Asset Allocation Fund₹157 Cr
  7. and 6 more, all below

AUM they run(Aug 2023 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20262,546+0.1%
Aug 20262,544+15.2%
Jul 20262,207−4.9%
Jun 20262,3200.0%
May 20262,319+2.2%
Apr 20262,270+6.5%
Mar 20262,132+0.9%
Feb 20262,112−1.1%
Jan 20262,136−4.5%
Dec 20252,237−5.1%
Nov 20252,357−4.9%
Oct 20252,477+0.2%
AUM at month end, Sept 2026
₹2,546 Cr
+2.8% since Oct 2025
Fig. 1.The AUM of the schemes Umeshkumar Mehta ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Aug 2023 – now)

  1. Active Momentum Fund
  2. Flexicap Fund
  3. ELSS Tax Saver Fund
  4. Dynamic Asset Allocation Fund
  5. Special Opportunities Fund
  6. Multi Cap Fund
  7. Arbitrage Fund
  8. Multi Asset Allocation Fund
  9. Large Cap Fund
  10. Large Mid Cap Fund
  11. Small Cap Fund
  12. Mid Cap Fund
Samco202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Aug 2023 – now)

Samco

12 now · since Aug 2023
  1. Samco Active Momentum Fund
    Fund managerAug 2023—3y 3m₹775 CrThematicTER 1.92%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(12 schemes)

Growth · Direct plans

Return as manager
−0.42%
Beat peers
1 of 10
vs peers
−5.96 pt
Longest run
3.2 years
Beat benchmark
Upcoming
Each scheme Umeshkumar Mehta ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Samco Flexicap Fund
Aug '23–now · 3.2y
−2.52%+16.82%−19.34 pt––
Samco Active Momentum Fund
Aug '23–now · 3.2y
+16.40%+16.82%−0.43 pt––
Samco ELSS Tax Saver Fund
Aug '23–now · 3.2y
+5.76%+11.53%−5.77 pt––
Samco Dynamic Asset Allocation Fund
Jan '24–now · 2.8y
+1.67%+6.81%−5.14 pt––
Samco Special Opportunities Fund
Jun '24–now · 2.3y
−3.30%+3.51%−6.81 pt––
Samco Multi Cap Fund
Nov '24–now · 1.9y
−4.68%+1.48%−6.16 pt––
Samco Arbitrage Fund
Nov '24–now · 1.9y
+5.28%+6.92%−1.63 pt––
Samco Multi Asset Allocation Fund
Dec '24–now · 1.8y
+11.98%+10.66%+1.32 pt––
Samco Large Cap Fund
Mar '25–now · 1.5y
−8.85%+1.04%−9.89 pt––
Samco Large Mid Cap Fund
Jun '25–now · 1.3y
−11.18%−1.18%−10.00 pt––
Samco Small Cap Fund
Dec '25–now · 0.8y
+29.40%+13.15%+16.25 pt––
Samco Mid Cap Fund
Feb '26–now · 0.7y
−1.23%+3.11%−4.33 pt––
Fig. 1.Each scheme Umeshkumar Mehta ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(4 now)

  1. Dhawal DhananiActive Momentum Fund · Multi Asset Allocation Fund · Small Cap Fund · Flexicap Fund · Multi Cap Fund · Dynamic Asset Allocation Fund · Special Opportunities Fund · ELSS Tax Saver Fund · Large Mid Cap Fund · Large Cap Fund · Mid Cap Fund · Arbitrage Fund12 schemes
  2. Nirali BhansaliActive Momentum Fund · Multi Asset Allocation Fund · Small Cap Fund · Flexicap Fund · Multi Cap Fund · Dynamic Asset Allocation Fund · Special Opportunities Fund · ELSS Tax Saver Fund · Large Mid Cap Fund · Large Cap Fund · Mid Cap Fund · Arbitrage Fund12 schemes
  3. Vishal ShindeActive Momentum Fund · Multi Asset Allocation Fund · Small Cap Fund · Flexicap Fund · Multi Cap Fund · Dynamic Asset Allocation Fund · Special Opportunities Fund · ELSS Tax Saver Fund · Large Mid Cap Fund · Large Cap Fund · Mid Cap Fund · Arbitrage Fund12 schemes
  4. Manish NaiyaArbitrage Fund1 scheme