PMS · Equity · Multi Cap
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Fund size₹130 Cr
IRRSince inception7.25%
1Y return3.81%
Fund age2 yrs 4 mo
Fund Manager
Aashish Jayant Upganlawar
Aashish Jayant Upganlawar
Fund Manager, INVESQ
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.
Managing AUM₹148 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
INVESQ MULTICAP OPPORTUNITIES—3.81%1.40%——7.25%
Nifty 500−7.78%4.72%−0.11%——5.58%
Excess over benchmark—−0.91%1.51%——1.67%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
22.22%
Benchmark approx 15.76%
A standard deviation reflecting historical swings.
Sensitivity
1.11
Beta vs benchmark 1.00 · 11% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.03
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Simple
Fixed Management Fee1.75% / yr
Performance FeeNone
Hurdle RateAbove 10%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
Let's start a
conversation
  • Compare this PMS against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.