Our Research Approach

At Mehta Equities Private Limited (MEPL), we have built a proprietary research methodology for evaluating mutual funds. We assess and rank fund categories across India's leading Asset Management Companies, looking at AUM, 10-year performance track record, and multi-period returns through quartile ranking. The focus is on schemes that have shown consistency across market cycles, rather than those that simply topped the charts in a single year.

The result is a dynamic ranking system that helps you build and review your portfolio with discipline, matched to your goals, time horizon and risk appetite.

Important Disclosure: Regular Plans Only

Mehta Equities Private Limited is a mutual fund distributor and deals only in the Regular Plans of mutual fund schemes. For investments made through us, we receive commission from the respective Asset Management Company (AMC). Details of the commission we receive from AMCs are available on request

Every mutual fund scheme is also available as a Direct Plan. Investors can buy it directly from the AMC's website or through other platforms that offer Direct Plans. Because no distributor commission is paid on Direct Plans, they generally have a lower expense ratio than the Regular Plan of the same scheme.

We may not offer every mutual fund scheme or investment product available in the market. Investors are free to invest in any scheme or product not offered by us through any other distributor, intermediary or platform of their choice.

Mehta Equities Private Limited | ARN-26010 | AMFI REGISTERED MUTUAL FUND DISTRIBUTOR
Mutual Fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future.