Nifty megacaps are going nowhere. Why Samco CIO Umesh Mehta put 75% of his flexicap fund beyond largecaps

August 30, 2026

Mutual Fund CIO Umesh Mehta says Nifty mega caps may remain subdued as institutional ownership limits fresh buying and earnings momentum shifts towards mid- and small-cap stocks. He explains why Samco Flexicap Fund has allocated 70–75% of its portfolio beyond large caps, while highlighting opportunities in defence, power, AI ancillaries and gold, and warning about IPO-led liquidity pressures.

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