Merisis Multicap Portfolio

EQUITY MULTI CAP

An actively managed, long-only equity investment strategy designed to meet individual client needs and preferences.

+8.90%

3Y annualised returns

+9.53%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

02 May '20

Total AUM

₹8.13Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity85.6%

Cash13.2%

Equity market cap split

Small Cap58.2%

Large Cap24.9%

Mid Cap9.6%

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

3.00%

PMS management

AB
Akshay Badjate
Fund Manager
View details

About

Akshay Badjate brings with him 18 years + of rich experience in the field of Indian Capital Markets with a focus on public markets investing. Akshay has previously worked in leadership roles with a focus on product & investment research at early stage fintech companies. He has also worked with a host of reputed global investment banks such as JP MorganChase, Lehman Brothers / Nomura and Kotak Institutional Equities. During his stint at Alphaniti (Now TORUS-Alphaniti) between 2019-2023, Akshay identified and built several multi-bagger investment themes which consistently figured in the top 10 in the Smallcase universe performance rankings. Akshay is a Chartered Accountant by qualification and is extremely passionate about equities. While being highly data driven, Akshay adopts a long-term orientation towards both business and market cycles. His favorite book is "Capital Returns" which has deeply influenced his investment thought process.

Experience

Over 18 years of experience in Indian capital markets.

Investment philosophy

Specializes in Indian capital markets with a focus on public market investing.

Previously worked at