INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

EQUITY MULTI CAP

-0.72%

1Y annualised returns

+3.64%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

31 May '24

Total AUM

₹132.49Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

AJ
AASHISH JAYANT UPGANLAWAR
Principal Officer
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About

Our Principal Officer Mr. Aashish Upganlawar is a Chartered Accountant. He has an illustrious career of over 20 years in Equity Fund Management and Institutional Equity Research. He has been a part of Fund management teams in Mutual funds, Insurance companies, Equity Investment Advisory and Specialized Equity portfolio management outfits. He spent a good part of his career in Institutional Equity Research advising domestic and foreign institutional investors on their investments. His experience in Equity Research across market cycles has been instrumental in researching good businesses/ stocks listed on Indian stock exchanges and generating value for investors.

Experience

Over 20 years of experience in the equity markets.

Investment philosophy

Specializes in equity fund management and institutional equity research.

Previously worked at