© 2026 Wisefolio. Legal and disclaimers
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 | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −1.9% | −6.0% | +4.1% |
| 3 Months | +0.7% | −4.9% | +5.6% |
| 6 Months | +21.4% | +2.1% | +19.3% |
| 1 Year | +9.5% | −7.1% | +16.6% |
|---|
| 2 Years | +1.6% | −5.3% | +6.9% |
|---|
| 3 Years (CAGR) | +11.9% | +6.1% | +5.8% |
|---|
| 4 Years (CAGR) | +15.6% | +8.5% | +7.2% |
|---|
| 5 Years (CAGR) | +13.9% | +6.4% | +7.6% |
|---|
| Since launch | +14.8% | +10.5% | +4.3% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 18.7%
Mehta Equities’s story and investment philosophy are on the Mehta Equities firm page.
Samridh Poddar
Fund managerMMFS PMS Fund Manager
14 years of experience in covering Midcaps and Small-caps in the Indian Capital Markets across sectors. Previous work experience: managed investments for Occulus Pte Ltd, a Japanese family office based out of Singapore, into capital markets in India, Indonesia, the US and Singapore. Research Analyst at Steinberg India Advisors (a $200mn AUM) covering midcaps in the Indian equities market. Worked under Mr Ashish Kacholia as an Analyst covering the Metals and Gas industry.
Rajat Mehta
Principal Officer & COO & President Wealth Management
Started the Wealth Management business of Mehta Equities Pvt Ltd. Instrumental in setting up PMS - MMFS. Instrumental in setting up an alternate advisory desk and family office advisory desk.
Ghanshyam Dadich
Director
Postgraduate (M Com), with more than 20 years of experience and associated with the group since inception. He is part of the operational team in the wealth management business.
Sharad Chandra Shukla
Director
Holds a MA in Economics from Delhi School of Economics and has more than 25 years of experience in Fundamental Equity Advisory and Wealth Management.
Mr. Murli Manohar Himmatramka
Head of Customer Care
Leads customer care operations ensuring client service excellence and grievance handling.
Mr. Prakash Joshi
Compliance Officer & Grievance Redressal Officer
Oversees compliance and grievance redressal functions ensuring adherence to regulatory requirements and investor protection standards.
Ms. Heena Kadivar
Customer Care
Handles KYC assistance and customer service queries.
CA Mithun Jain
Chief Financial Officer (CFO)
Lokesh Bangera
Chief Compliance Officer (CCO)
Vinay Tiwari
Sr VP - Wealth Distribution
Prashanth Tapse
Principal Officer & Sr VP - Research
Rahul Kalantri
VP - Commodity & Business Development
CA Rakesh Mehta
BoardDirector
Established in 1995 by visionary Chartered Accountant Mr Rakeshh Mehta.
CA Prasant Bhansaali
BoardDesignated Director
A qualified Chartered Accountant with over 15 years of experience in Corporate Finance and Wealth Management. He leads the team which advises corporates on fundraising, M&A and restructuring.
Manoj Maheshwari
BoardDesignated Director & COO
Holds a Master of Commerce (M.Com) degree from Ajmer University, Rajasthan and has more than 2 decades of experience in capital markets operations. Prior to Mehta Equities, he was associated with Stock Holding Corporation of India Limited.
Elad Even-Chen
BoardDirector
David Zruia
BoardDirector
Nir Zats
BoardDirector
Ofir Chudin
BoardDirector
Registration No
INP000009977
Fund Manager
Mr.Rajat Mehta
Principal Officer
Mr.Rajat Mehta
Inflow
₹0.00 Cr
Outflow
₹2.12 Cr
Net
₹-2.12 Cr
Not reported — complaint data for this strategy isn't available yet.
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