- Manager
- Mehta Equities
- Service
- Discretionary
- Asset class
- Equity
Mehta Multi Focus Strategy
+9.54%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Mehta Equities’ Mehta Multi Focus Strategy returned 9.54% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹200 crore across its clients.
Key numbers
- AUM
- ₹200 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.64×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −1.89% | −6.03% | +4.14% |
| 3 months | +0.65% | −4.91% | +5.56% |
| 6 months | +21.42% | +2.13% | +19.29% |
| 1 year | +9.54% | −7.09% | +16.63% |
| 2 years | +1.60% | −5.29% | +6.89% |
| 3 years | +11.86% | +6.06% | +5.80% |
| 4 years | +15.63% | +8.48% | +7.15% |
| 5 years | +13.95% | +6.38% | +7.57% |
| Since inception | +14.82% | +10.66% | +4.16% |
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 equity83.60%₹167 Cr
- Cash and other9.24%₹18.48 Cr
- Mutual funds7.16%₹14.32 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹2.12 Cr
- Net, Sep 2026
- −₹2.12 Cr
- Net, FY to date
- −₹3.32 Cr
- Turnover, month
- 0.10×
- Turnover, past year
- 0.64×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Mehta Multi Focus Strategy returned?
9.54% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.89%; 3 months: 0.65%; 6 months: 21.42%; 1 year: 9.54%; 2 years: 1.60%; 3 years: 11.86%; 4 years: 15.63%; 5 years: 13.95%; Since inception: 14.82%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 16.63 percentage points ahead.
How much does Mehta Multi Focus Strategy manage?
₹200 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 Mehta Multi Focus Strategy?
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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