IA Insight Report
IA Insight REPORT

Merisis Smart Blend ETF

Investment Approach Details

₹2.05

(AUM CR)
   

Merisis Advisors Private Limited

Nifty 50 TRI

Equity

Equity

12/08/2025

7 Months

5000000

NA

NA

NA

   

This is an actively managed, long only investment strategy under the discretionary mandate designed to make investments in various asset classes viz Domestic Equity, International Equity, Debt, Gold, Silver and Cash (Liquid Funds) via Exchange Traded Funds (ETFs) as the underlying, basis the client risk profile. The strategy may also include taking exposure to alternate asset classes such as listed REITs and INVITs. The strategy may also include taking exposure to international markets through direct mutual funds offering Fund of Fund structures.

The investment objective is to generate capital appreciation and/Or income via interest and dividends by investing in a diversified portfolio of ETFs, REITs and INVITs representing various asset classes viz Equity, Debt, Precious Metals, Cash (Liquid Funds), REITs, INVITs and Direct Mutual Funds by utilizing quantitative and qualitative research (both primary and secondary).

Fund Manager Details

Akshay Badjate

NA

akshay@merisis.in

NA

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2026

0.65

NA