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Fund Manager Umeshkumar Mehta

AUM(Cr)

2,479.62

Schemes

12

Mr. Umeshkumar Mehta has over 25 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 markets histories. He used to lead the Samco group`s Research team. He has been associated with the group for the last fifteen years. He is an CA and MBA by qualification.

Fund Managed

Company Name NAV () AUM ( in Cr) 1 Yr (%) 3 Yr (%) 5 Yr (%) Expense ratio Action
Samco Large & Mid Cap Fund - Regular (G) 9.1200 137.88 0.00 0.00 0.00 2.39 Lumpsum SIP
Samco Small Cap Fund - Regular (G) 10.0400 0.00 0.00 0.00 0.00 0.00 Lumpsum SIP
Samco Multi Cap Fund - Regular (G) 8.9100 307.48 -8.14 0.00 0.00 2.40 Lumpsum SIP
Samco Special Opportunities Fund - Regular (G) 8.4600 148.94 -11.78 0.00 0.00 2.41 Lumpsum SIP
Samco Active Momentum Fund - Regular (G) 13.0000 741.99 -15.97 0.00 0.00 2.29 Lumpsum SIP
Samco Arbitrage Fund - Regular (G) 10.4700 21.00 4.28 0.00 0.00 1.63 Lumpsum SIP
Samco Dynamic Asset Allocation Fund-Reg (G) 10.3900 284.08 -6.06 0.00 0.00 2.41 Lumpsum SIP
Samco Dynamic Asset Allocation Fund-Reg (IDCW) 10.3800 284.08 -6.23 0.00 0.00 2.41 Lumpsum SIP
Samco ELSS Tax Saver Fund - Regular (G) 12.7900 122.45 -12.22 8.55 0.00 2.37 Lumpsum SIP
Samco Overnight Fund - Unclaimed Redemption Upto 3 years 1,062.9600 47.76 5.68 0.00 0.00 0.33 Lumpsum SIP
Samco Overnight Fund - Regular (G) 1,206.5000 47.76 5.39 6.02 0.00 0.33 Lumpsum SIP
Samco Flexi Cap Fund (G) 9.9400 336.20 -17.65 2.69 0.00 2.41 Lumpsum SIP