Which mutual fund schemes does Umeshkumar Mehta manage?

According to the schemes' Summary Documents, Umeshkumar Mehta is a listed fund manager of 3 schemes tracked by MFIC: Samco Active Momentum Fund, Samco Special Opportunities Fund, Samco Dynamic Asset Allocation Fund.

Since when has Umeshkumar Mehta managed these schemes?

The earliest start date listed is 1 Aug 2023. Dates for each scheme are in the table on this page.

MFIC › Fund managers › Umeshkumar Mehta

Umeshkumar Mehta

Fund manager of 3 schemes tracked by MFIC at Samco Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.

Schemes

Earliest start listed

1 Aug 2023

3Y CAGR above category median

1 of 1

AUM of these schemes

₹1,056 cr

Schemes managed one line per scheme · Regular plan where available

Scheme	Category	Managing since	Tenure	3Y CAGR	Category 3Y median	5Y CAGR	AUM (₹ cr)
Samco Dynamic Asset Allocation Fund Samco Mutual Fund · Regular	Balanced Advantage	n/a	n/a	n/a	7.5%	n/a	157
Samco Active Momentum Fund Samco Mutual Fund · Regular	Sectoral/Thematic	1 Aug 2023	3.2 y	13.5%	11.7%	n/a	775
Samco Special Opportunities Fund Samco Mutual Fund · Regular	Sectoral/Thematic	n/a	n/a	n/a	11.7%	n/a	124

Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.

Questions

Which mutual fund schemes does Umeshkumar Mehta manage?: According to the schemes' Summary Documents, Umeshkumar Mehta is a listed fund manager of 3 schemes tracked by MFIC: Samco Active Momentum Fund, Samco Special Opportunities Fund, Samco Dynamic Asset Allocation Fund.
Since when has Umeshkumar Mehta managed these schemes?: The earliest start date listed is 1 Aug 2023. Dates for each scheme are in the table on this page.

Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).