Umeshkumar Mehta
Director & Investment Officer at Samco
Umeshkumar Mehta is named on 12 schemes at Samco, managing there since 01 Aug 2023. Of the 4 ranked with a three-year record, 3-year CAGR runs from 15.1% (Samco Active Momentum Fund - Direct Plan - Growth) down to -3.7% (Samco Flexi Cap Fund - Direct Plan - Growth), across Sectoral/ Thematic, Overnight Fund, ELSS. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from Samco's SEBI filings.
Background
- Qualifications
- B. Com, CA, MBA
- Experience
- Mr. Umeshkumar Mehta has over 26 years of experience in Indian Capital Markets. His Samco ELSS Tax Saver role involves overseeing investment strategies and managing assets across diverse portfolios. He has profound knowledge of financial markets, believes in Dynamic 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.
Funds Umeshkumar Mehta manages
4Named on 12 schemes; the 4 with a three-year record are ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Samco Active Momentum Fund | ★★☆☆☆ | +16.5% | +15.1% | — | 2.01% | ₹659.04Cr |
| 2 | Samco Overnight FundSmall fund | ★★☆☆☆ | +5.0% | +5.8% | — | 0.23% | ₹27.57Cr |
| 3 | Samco ELSS Tax Saver Fund | ★☆☆☆☆ | +1.3% | +3.5% | — | 1.98% | ₹106.16Cr |
| 4 | Samco Flexi Cap Fund | ★☆☆☆☆ | -6.6% | -3.7% | — | 1.90% | ₹281.80Cr |
NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from Samco’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.