Skip to content

Umeshkumar Mehta

Fund manager at Samco Mutual Fund

Schemes managed
14
Longest tenure
Samco Active Momentum Fundsince 1 Aug 2023

Source: fund houses’ disclosures, as of 28 Oct 2026.

Schemes managed, A to Z

The schemes Umeshkumar Mehta manages, A to Z
SchemeCategoryRoleSinceCo-managersAssets, ₹ cr
Samco Active Momentum FundSectoral/Thematic FundFund manager1 Aug 2023Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde77530 Sep 2026
Samco Arbitrage FundArbitrage FundFund manager11 Nov 2024Dhawal Ghanshyam Dhanani, Manish Naiya, Nirali Bhansali, Vishal Shinde2630 Sep 2026
Samco Dynamic Asset Allocation FundDynamic Asset Allocation FundFund manager7 Dec 2023Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde15730 Sep 2026
Samco ELSS Tax Saver FundELSS – Tax Saver FundFund manager1 Aug 2023Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde10430 Sep 2026
Samco Equity Savings FundEquity Savings FundFund manager19 Oct 2026Nirali Bhansali, Vishal ShindeNot reported
Samco Flexi Cap FundFlexi Cap FundFund manager1 Aug 2023Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde23930 Sep 2026
Samco Large & Mid Cap FundLarge & Mid Cap FundFund manager5 Jun 2025Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde9130 Sep 2026
Samco Large Cap FundLarge Cap FundFund manager5 Mar 2025Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde8630 Sep 2026
Samco Mid Cap FundMid Cap FundFund manager21 Jan 2026Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde7530 Sep 2026
Samco Multi Asset Allocation FundMulti Asset Allocation FundFund manager4 Dec 2024Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde38030 Sep 2026
Samco Multi Cap FundMulti Cap FundFund manager10 Oct 2024Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde22030 Sep 2026
Samco Overnight FundOvernight FundFund manager3 Apr 2024Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde3230 Sep 2026
Samco Small Cap FundSmall Cap FundFund manager14 Nov 2025Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde27030 Sep 2026
Samco Special Opportunities FundSectoral/Thematic FundFund manager17 May 2024Dhawal Ghanshyam Dhanani, Nirali Bhansali, Vishal Shinde12430 Sep 2026

Regular plan – Growth for every scheme; assets at the month-end shown, as each fund house discloses them.

How long on each scheme

  • Samco Active Momentum Fund3 years 2 months, since 1 Aug 2023
  • Samco Arbitrage Fund1 year 11 months, since 11 Nov 2024
  • Samco Dynamic Asset Allocation Fund2 years 10 months, since 7 Dec 2023
  • Samco ELSS Tax Saver Fund3 years 2 months, since 1 Aug 2023
  • Samco Equity Savings Fundunder a month, since 19 Oct 2026
  • Samco Flexi Cap Fund3 years 2 months, since 1 Aug 2023
  • Samco Large & Mid Cap Fund1 year 4 months, since 5 Jun 2025
  • Samco Large Cap Fund1 year 7 months, since 5 Mar 2025
  • Samco Mid Cap Fund9 months, since 21 Jan 2026
  • Samco Multi Asset Allocation Fund1 year 10 months, since 4 Dec 2024
  • Samco Multi Cap Fund2 years, since 10 Oct 2024
  • Samco Overnight Fund2 years 6 months, since 3 Apr 2024
  • Samco Small Cap Fund11 months, since 14 Nov 2025
  • Samco Special Opportunities Fund2 years 5 months, since 17 May 2024

Managers who left before 28 Oct 2026 are not shown.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.