Mehta Equities Limited • Equity
Mehta Multi Focus Strategy (MMFS) is an equity portfolio management service (PMS) strategy run by Mehta Equities Limited, launched on 12 Jun 2018. As of 30 Sep 2026, it manages ₹200 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +9.54% over 1 year, +11.86% over 3 years and +13.95% over 5 years (+14.82% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 5.80 percentage points ahead of its benchmark. Its 3-year return ranks 62nd of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr.Rajat Mehta.
Ranked nearby on 3-year return: Sterling Portfolio- Aggressive Portfolio (+11.87%), Growth and Value (+11.86%), Prudent Multicap PMS (+11.79%), All Weather Equity (+11.76%).
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 | -1.89% |
| 3 Months | +0.65% |
| 1 Year | +9.54% |
| 3 Years | +11.86% |
| 5 Years | +13.95% |
| Since Inception | +14.82% |
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 callMehta Multi Focus Strategy (MMFS) has a 1-year return of +9.54%, a 3-year return of +11.86%, a 5-year return of +13.95% and +14.82% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Mehta Multi Focus Strategy (MMFS) returned +13.95% against +6.38% for the Nifty 50 TRI, 7.57 percentage points ahead. Over 3 years it returned +11.86% against +6.06%; Over 1 year it returned +9.54% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Mehta Multi Focus Strategy (MMFS)'s 3-year return of +11.86% ranks 62nd as of 30 Sep 2026.
Mehta Multi Focus Strategy (MMFS) is managed by Mr.Rajat Mehta at Mehta Equities. The strategy manages ₹200 Cr of client assets as of 30 Sep 2026.
Mehta Multi Focus Strategy (MMFS) manages ₹200 Cr of client assets as of 30 Sep 2026.
The minimum investment for Mehta Multi Focus Strategy (MMFS) is ₹50 Lakhs.
Mehta Multi Focus Strategy (MMFS) was launched on 12 Jun 2018. It has an 8-year track record.
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