IA Insight Report
IA Insight REPORT

Merisis Catalyst - Series I

Investment Approach Details

₹0.24

(AUM CR)
   

Merisis Advisors Private Limited

Nifty 50 TRI

Equity

Equity

04/11/2025

4 Months

5000000

NA

NA

NA

   

This is an actively managed, long only investment strategy under the discretionary mandate designed to make investments in stocks while being completely sector and market capitalization agnostic.

The investment objective is to generate significant capital appreciation by investing in a highly concentrated portfolio of stocks representing specific themes, viz., (illustrative but not exhaustive)

a. Turnaround Opportunities: Invest in stocks where businesses are currently undergoing restructuring and/or coming out of a low point in the business cycle
b. High Growth Opportunities: Invest in stocks with promising high growth opportunity over the medium to long term
c. Deep Value Opportunities: Invest in stocks which trade a deep discount to their intrinsic value or well below long term valuation multiples

Fund Manager Details

Akshay Badjate

NA

akshay@merisis.in

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NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2026

0.00

NA