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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −4.4% | −5.6% | +1.2% |
| 3 Months | +2.8% | −3.6% | +6.4% |
| 6 Months | +37.5% | +8.1% | +29.4% |
| 1 Year | +22.3% | −2.3% | +24.6% |
|---|
| 2 Years | +4.6% | −3.9% | +8.6% |
|---|
| 3 Years (CAGR) | +21.8% | +9.2% | +12.6% |
|---|
| 4 Years (CAGR) | +28.6% | +11.2% | +17.4% |
|---|
| 5 Years (CAGR) | +22.2% | +8.9% | +13.3% |
|---|
| Since launch | +18.7% | +11.7% | +7.1% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 26.9%
Asit C Mehta Investment Intermediates’s story and investment philosophy are on the Asit C Mehta Investment Intermediates firm page.
Prathmesh Agrawal
Fund managerPresident & Fund Manager
Mr. Prathmesh Agrawal is a seasoned Portfolio Management Services professional with over 15 years of experience in the Indian listed equity markets. He has managed and advised investment portfolios with aggregate AUM exceeding Rs 1,000 crore. He has extensive expertise in Portfolio Management, Investment Strategy, Equity Research and Risk Management. He has been associated with Enam Asset Management, Religare Group, Varanium Capital and Moody's Analytics.
Deena Mehta
Founder and Managing Director
Smt. Deena Mehta is a financial markets professional of about four decades. She is a Chartered Accountant, holds a Master's in Management Studies (Finance) and is a Fellow Member of the Securities and Investment Institute London. She is the promoter of the Asit C Mehta group of companies. She was the former President of the Bombay Stock Exchange and the first woman Director and first woman President of the BSE. She is a former director of National Payments Corporation of India and promoter director of Central Depository Services Ltd. She has been a member of several SEBI committees, including the Review of Eligibility (CORE) norms, Derivative Committee, Delisting Committee, Ethics Committee and Investor Education.
Sameer Vidhyadhar Nalawade
Whole-time Director
Mr. Sameer Vidhyadhar Nalawade is an industry expert with rich knowledge and varied experience of Financial Services, Risk Management, Customer Service and Repository & Operations. He is currently associated with the Company as Operations Head and Associate Vice President, and has worked with the Company for the last 20 years. He completed B.Com from Mumbai University in 2001 and a Diploma in Computer Science in 1995.
Arjun Indrajeet Prajapati
Whole-time Director
Mr. Arjun Prajapati is an industry veteran with over 30 years of experience in Retail Equity Sales, Institutional Derivatives and Equity Dealing. He is currently associated with the Company as Senior Vice President, Retail Equity Sales. He completed B.Com from Mumbai University in 1993 and PGDBM from Pune University in 2013.
Madhu Lunawat
Principal, Pantomath Group
Ms. Madhu Lunawat is the first woman founder of a mutual fund house in India. She brings over two decades of experience across asset management, private equity and capital markets, with earlier stints at Infosys, ASREC and Edelweiss. As Co-Founder of the Pantomath Group, she has integrated Asit C. Mehta Investment Intermediates Ltd. as its retail-broking arm. She is Founder and CIO of the Bharat Value Fund and the driving force behind The Wealth Company.
Krishan Kumar Jalan
BoardIndependent Director
Mr. Krishan Kumar Jalan, IAS (Retd.), has over 35 years of experience and has served in various senior positions with distinction. He retired as Principal Secretary, Government of India, Ministry of Micro, Small and Medium Enterprises. Earlier roles included Central Provident Fund Commissioner, Additional Chief Secretary to the Government of Haryana, and Administrative Secretary of departments including Public Works & Architecture, Town and Country Planning, Urban Estate, Urban Local Bodies and Irrigation. He also served as Deputy Commissioner / District Magistrate of five districts: Bhiwani, Faridabad, Karnal, Sonepat and Rewari.
Suresh Kumar Jain
BoardIndependent Director
Mr. Suresh Kumar Jain has over 36 years of rich experience with public-sector banks in India. He served as an Executive Director of Union Bank of India, overseeing the bank's operations in London, Hong Kong, Abu Dhabi, Dubai, Beijing, Shanghai, Antwerp and Sydney, and was responsible for Human Resource Development and the management of non-performing and stressed-asset and MSME portfolios. Prior to Union Bank of India, he served up to the position of General Manager, National Banking Group, Western India at Bank of India. He also worked as Manager (Credit) at Bank of India, Hong Kong.
Dipak Gordhanbhai Sarvaiya
BoardNon-Executive Director
Mr. Dipak Gordhanbhai Sarvaiya is a B.Com graduate and a Chartered Accountant by profession. He has over a decade of experience in finance and strategic transactions. He has been associated with the Pantomath Group as Strategic Officer and was appointed as a Director of the Company with effect from June 23, 2025.
Registration No
INP000005801
Fund Manager
Mr.Prathmesh Agrawal
Principal Officer
Mr.Prathmesh Agrawal
Inflow
₹0.01 Cr
Outflow
₹0.01 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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