- Manager
- Mehta Equities
- Service
- Discretionary
- Asset class
- Equity
Farlap Mehta
+9.28%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Mehta Equities’ Farlap Mehta returned 9.28% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹32.31 crore across its clients.
Key numbers
- AUM
- ₹32.31 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.71×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −0.50% | −6.03% | +5.53% |
| 3 months | +4.83% | −4.91% | +9.74% |
| 6 months | +25.10% | +2.13% | +22.97% |
| 1 year | +9.28% | −7.09% | +16.37% |
| Since inception | +5.45% | −3.20% | +8.65% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity87.50%₹28.27 Cr
- Mutual funds6.84%₹2.21 Cr
- Cash and other5.66%₹1.83 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹2.70 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.71×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Farlap Mehta returned?
9.28% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.50%; 3 months: 4.83%; 6 months: 25.10%; 1 year: 9.28%; Since inception: 5.45%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 16.37 percentage points ahead.
How much does Farlap Mehta manage?
₹32.31 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Farlap Mehta?
Mehta Equities, a SEBI-registered portfolio manager (INP000009977), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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