Our team of expert Wealth Managers help investors (individuals, corporates, family offices and institutions) invest in a wide variety of financial assets, example: Mutual Funds, AIFs (Alternate Investment Funds), PMS (Portfolio Management Services), etc.
Mutual Fund Distribution
India's mutual fund industry has grown remarkably over the last decade. Industry AUM has risen from ₹15.63 trillion as on August 31, 2016 to ₹87.08 trillion as on August 31, 2026, roughly a six-fold increase in 10 years, and it has nearly tripled in just the last five years, from ₹36.59 trillion in August 2021.
Systematic Investment Plans (SIPs) are driving much of this growth. Monthly SIP contributions reached a record ₹32,297 crore in August 2026, and contributing SIP accounts crossed the 10 crore mark for the first time. Net SIP inflows touched a record ₹2 trillion in FY26, and SIP assets now make up about 21% of the industry's total AUM. At the same time, equity funds have now seen 66 consecutive months of net inflows, a sign that Indian households increasingly see mutual funds as a disciplined, long-term way to build wealth. SEBI's move to enable SIPs starting at just ₹250 has made this route accessible to even more first-time investors.
Mutual Fund
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.
Why Mutual Fund?
Our Top Picks
| Date | Subject | View |
|---|---|---|
| Sep 04, 2018 | Msearch Mutual Fund Equity Schemes Sept 2018 | View |
| Sep 04, 2018 | Msearch Mutual Fund Hybrid Schemes Sept 2018 | View |
| Sep 04, 2018 | Msearch Mutual Fund Debt Schemes Sept 2018 | View |
| Aug 06, 2018 | Msearch Mutual Fund Debt Schemes Aug 2018 | View |
| Aug 03, 2018 | Msearch Mutual Fund Hybrid Schemes Aug 2018 | View |
AIF (Alternate Investment Fund)
AIF (Alternate Investment Fund)
An Alternative Investment Fund (AIF) represents a distinct investment category, deviating from traditional instruments. It operates as a privately pooled fund primarily attracting institutions and High Net Worth Individuals (HNIs) due to the SEBI stipulation of a minimum investment amount of Rs. 1 crore.
Types of AIFs in India:
Our Collaboration
Sistema Asia Fund India Ventures (SAFIV)
A $120 million fund specializing in mid and growth stage investments (Series B and follow-on). The fund places a strong emphasis on creating value in technology-driven traditional and new-age businesses, with a primary focus on customer tech and enterprise tech.
PMS (Portfolio Management Services)
At Mehta Equities Pvt Ltd., our selective approach to Portfolio Management Services (PMS) involves collaborating with only three to four PMS schemes in which we have a high conviction in both the strategy and the leadership team. We carefully assess each client's needs and goals to provide them with an appropriate PMS scheme.
It's important to note that the minimum investment amount for PMS schemes is Rs 50 lakhs (As per SEBI). We ensure a tailored and strategic approach to meet the unique requirements of our clients. Our wealth experts strongly emphasize the inclusion of PMS in every investor's portfolio, given the widespread availability of this product in the market and the potential for outstanding returns demonstrated by certain players in the industry.
The PMS industry's impressive 26% compound annual growth rate from June FY19 to June FY24 highlights its resilience and attractiveness as a wealth creation tool. Its ability to provide tailored strategies makes it essential for investors looking to optimize returns and achieve long-term financial prosperity.
PMS (Portfolio Management Services)
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