Bellwether Capital Private Limited • Equity
Bellwether Long Term Growth is an equity portfolio management service (PMS) strategy run by Bellwether Capital Private Limited, launched on 23 Apr 2004. As of 30 Sep 2026, it manages ₹3,010 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +11.18% over 1 year, +12.22% over 3 years and +13.48% over 5 years (+22.17% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.02 percentage points ahead of its benchmark. Its 3-year return ranks 202nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by MITEN MEHTA.
Ranked nearby on 3-year return: ICICI Prudential PMS Growth Leaders Shariah Strategy (+12.23%), MAAP (+12.23%), Customised Discretionary Portfolio - Equity (+12.18%), High Conviction Equity Portfolio Systematic Rebalancing Option (+12.17%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +1.81% |
| 3 Months | +14.73% |
| 1 Year | +11.18% |
| 3 Years | +12.22% |
| 5 Years | +13.48% |
| Since Inception | +22.17% |
| management fee | Fixed Fees: NIL |
| performance fee | Variable Fees: 15% OF PROFIT CHARGED ANNUALLY WITH THE APPLICATION OF THE 'HIGH WATER MARK' PRINCIPLE. |
| exit load | NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callBellwether Long Term Growth has a 1-year return of +11.18%, a 3-year return of +12.22%, a 5-year return of +13.48% and +22.17% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Bellwether Long Term Growth returned +13.48% against +8.91% for the BSE 500 TRI, 4.57 percentage points ahead. Over 3 years it returned +12.22% against +9.20%; Over 1 year it returned +11.18% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Bellwether Long Term Growth's 3-year return of +12.22% ranks 202nd as of 30 Sep 2026.
Bellwether Long Term Growth is managed by MITEN MEHTA at Bellwether Capital. The strategy manages ₹3,010 Cr of client assets as of 30 Sep 2026.
Bellwether Long Term Growth manages ₹3,010 Cr of client assets as of 30 Sep 2026.
The fee structure for Bellwether Long Term Growth includes: management fee: Fixed Fees: NIL; performance fee: Variable Fees: 15% OF PROFIT CHARGED ANNUALLY WITH THE APPLICATION OF THE 'HIGH WATER MARK' PRINCIPLE.; exit load: NIL.
The minimum investment for Bellwether Long Term Growth is ₹50 Lakhs.
Bellwether Long Term Growth was launched on 23 Apr 2004. It has a 22-year track record.
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