Chintan Mehta; Dhaval Kapadia
Chintan Mehta; Dhaval Kapadia runs 4 strategies on our shelf at Morningstar — graded on the same seven pillars as every other manager we track.
About Chintan Mehta; Dhaval Kapadia
Chintan Mehta; Dhaval Kapadia manages 4 strategies at Morningstar, spanning 4 PMS. Across the strategies PMS Sahi Hai tracks, Chintan oversees ₹8 Cr with an average Nyra Score of 5.2.
The tracked book spans 4 PMS strategies, and its strongest three-year run is +13.5% CAGR on Morningstar - Active Aggressive Plus Portfolio. PMS mandates here typically start at a ₹50 lakh minimum, held in your own demat account with a SEBI-registered manager.
Every strategy is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so Chintan's record can be read side by side against any other manager on the platform.
Investment philosophy — a blend discipline
Across the 4 strategies PMS Sahi Hai tracks, Chintan's portfolios share a blend approach — here is the shape of it.
Blend at the core
Blends valuation discipline with growth conviction, leaning where the cycle pays.
High conviction
Focused books rather than a closet-index sprawl — the strongest ideas actually move the needle.
Through the cycle
A 7-year track record across rallies and drawdowns informs how positions are sized.
Risk-aware
Drawdowns are managed deliberately rather than chased — capital preservation comes first.
Strategies run by Chintan Mehta; Dhaval Kapadia
Morningstar - Active Growth Portfolio
Morningstar - Active Aggressive Plus Portfolio
Morningstar - Active Balanced Portfolio
Morningstar - Active Aggressive Portfolio
How Chintan's strategies have performed
Trailing returns — annualised (CAGR) beyond one year, net of fees.
| Strategy | 1Y | 3Y | 5Y | SI | Max DD | Nyra |
|---|---|---|---|---|---|---|
Morningstar - Active Growth Portfolio Multi Asset · ₹2 Cr | +1.1% | +11.2% | — | +9.7% | — | 5.4 |
Morningstar - Active Aggressive Plus Portfolio Multi Asset · ₹1 Cr | -0.2% | +13.5% | — | +12.1% | — | 5.2 |
Morningstar - Active Balanced Portfolio Multi Asset · ₹2 Cr | +1.5% | +9.8% | — | +9.4% | — | 5.2 |
Morningstar - Active Aggressive Portfolio Multi Asset · ₹3 Cr | +1% | +12.7% | — | -0.4% | — | 4.8 |
Returns up to 1 year are absolute; beyond 1 year are annualised (CAGR), net of fees, as of the latest available factsheet. Max DD = worst peak-to-trough drawdown. Past performance is not indicative of future returns.
A solid manager worth a closer look.
Chintan's tracked strategies average 5.2 on the Nyra scale across ₹8 Cr, primarily at Morningstar. Read the pillar-by-pillar breakdown on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.
Chintan Mehta; Dhaval Kapadia — FAQ
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Biographical details are drawn from public sources; strategy returns come from the latest available factsheets and may carry different as-on dates. PMS & AIF investments are subject to market risks; past performance is not indicative of future returns. PMS Sahi Hai is an independent marketplace and is not affiliated with Chintan Mehta; Dhaval Kapadia or Morningstar. This is not investment advice.