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Samco Asset Management Pvt Ltd - Fund Manager

Umeshkumar Mehta

Umeshkumar Mehta

Qualification: CA and MBA by qualification.. Experience: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 Name
Classification
Fund AUM (Cr.)
Samco ELSS Tax Saver Fund - Direct (G)
Equity: ELSS
123.5
Samco ELSS Tax Saver Fund - Regular (G)
Equity: ELSS
123.5
Samco Flexi Cap Fund - Direct (G)
Equity: Flexi Cap
363.22
Samco Flexi Cap Fund (G)
Equity: Flexi Cap
363.22
Samco Large & Mid Cap Fund - Direct (G)
Equity: Large & Mid Cap
144.46
Samco Large & Mid Cap Fund - Regular (G)
Equity: Large & Mid Cap
144.46
Samco Large Cap Fund - Direct (G)
Equity: Large Cap
143.27
Samco Large Cap Fund - Regular (G)
Equity: Large Cap
143.27
Samco Multi Asset Allocation Fund - Direct (G)
Hybrid: Multi Asset Allocation
357.27
Samco Multi Asset Allocation Fund - Regular (G)
Hybrid: Multi Asset Allocation
357.27
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Reverse Repo / Treps / CCIL18.00%
Net Receivable / Payable3.43%
Religare Enterprises Ltd3.13%
Bharat Electronics Ltd2.35%
Muthoot Finance Ltd2.25%
Fund Name1M3M6M1Y3Y5YSince Inception
Samco ELSS Tax Saver Fund - Direct (G)
-3.06%
-5.94%
-8.91%
-18.25%
N/A
N/A
9.2%
Samco ELSS Tax Saver Fund - Regular (G)
-3.11%
-6.25%
-9.45%
-19.31%
N/A
N/A
7.65%
Samco Flexi Cap Fund - Direct (G)
-3.31%
-5.45%
-10.5%
-22.68%
1.85%
N/A
0.59%
Samco Flexi Cap Fund (G)
-3.3%
-5.74%
-11.03%
-23.72%
0.42%
N/A
-0.84%
Samco Large & Mid Cap Fund - Direct (G)
-1.39%
-2.23%
N/A
N/A
N/A
N/A
-7.8%
Samco Large & Mid Cap Fund - Regular (G)
-1.61%
-2.56%
N/A
N/A
N/A
N/A
-8.5%
Samco Large Cap Fund - Direct (G)
-2.07%
-2.07%
-5.31%
N/A
N/A
N/A
-5.5%
Samco Large Cap Fund - Regular (G)
-2.3%
-2.61%
-6.14%
N/A
N/A
N/A
-6.7%
Samco Multi Asset Allocation Fund - Direct (G)
0.51%
0.93%
0.25%
N/A
N/A
N/A
19.3%
Samco Multi Asset Allocation Fund - Regular (G)
0.34%
0.51%
-0.59%
N/A
N/A
N/A
17.4%
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History