samco mutual fund

Fund Manager Talk | SAMCO MF’s Umesh Kumar Mehta explains why FII selling won’t derail India growth story

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Fund Manager Talk | SAMCO MF’s Umesh Kumar Mehta explains why FII selling won’t derail India growth story

Foreign Institutional Investors (FIIs) have been net sellers in Indian equities, sparking concerns about market momentum. But Umesh Kumar Mehta, CIO of SAMCO Mutual Fund, believes their exit is driven by global factors like currency and tactical opportunities, not India’s fundamentals, which remain strong with resilient growth and structural reforms. Edited excerpts from a chat: … Read more

Fund Manager Talk | Defence and rail PSU stocks fall up to 40%. Viraj Gandhi on what should investors do?

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Fund Manager Talk | Defence and rail PSU stocks fall up to 40%. Viraj Gandhi on what should investors do?

Even after consistent selling in defence and rail PSU stocks, the long-term prospects of the two sectors remains positive, says Viraj Gandhi, CEO of Samco Mutual Fund. “Given the current values, one should carefully assess these sectors. If one can withstand further short-term downside, this could be an excellent chance to add to these names,” … Read more