IA Insight Report
IA Insight REPORT

Merisis Multicap Portfolio

Investment Approach Details

₹8.23

(AUM CR)
   

Merisis Advisors Private Limited

Nifty 50 TRI

Equity

Equity

05/02/2020

5.5 Years

5000000

AMC Charge:2.5%

AMC: 2% Hurdle: 10% Carry: 20%

1st Year :3% 2nd Year: 2% #rd Year: 1%

   

The investment objective is to generate capital appreciation and dividend income by investing in a diversified portfolio of stocks belonging to various capitalization and sectors by utilizing a combination of top down and bottom up stock selection approach.

Fund Manager Details

Akshay Badjate

NA

akshay@merisis.in

NA

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/06/2025

0.31

1.67