Affluense AI AFFLUENSE

Multicap Opportunities Portfolio

Invesq Investment Managers LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
31 May 2024
Min. Investment
₹50,00,000
AUM (Cr.)
₹126.08
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Investment selection for the portfolio is executed through a strategic approach, either top-down or bottom-up, with the objective of maximizing returns and establishing an optimal balance between risk and reward. The stock selection process is not constrained by specific sectors or market capitalization. The portfolio manager advocates for maintaining a concentrated portfolio. Common characteristics of portfolio holdings include: a) Businesses demonstrating sustained high growth trajectories. b) Companies poised to benefit from an upswing in the business cycle. c) Entities undergoing a financial turnaround. d) Firms where increased operating leverage is anticipated. e) Investments in special situations. f) Newly listed companies (IPOs) with potentially limited prior market research.

Investment Objective

This investment strategy aims to achieve substantial capital growth primarily through equity allocations, focusing on a medium to long-term horizon. The approach is designed to maximize the potential for capital appreciation while managing portfolio risk through carefully determined weightages of selected companies and a concentrated stock selection.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.75% -0.24% -2.51%
3 MONTHS -3.85% 5.02% -8.87%
6 MONTHS -7.10% 1.63% -8.73%
1 YEAR -6.83% 7.63% -14.46%
SINCE INCEPTION 4.46% 9.05% -4.59%

Calendar Year Performance

Year Return
CY 2025 -6.83%

Financial Year Performance

Year Return
FY 26_YTD 4.47%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Mr. Aashish Upganlawar, our Principal Officer, is a Chartered Accountant with over two decades of extensive experience in equity fund management and institutional equity research. His professional journey includes contributions to fund management teams within mutual funds, insurance companies, equity investment advisory firms, and specialized equity portfolio management entities. A significant portion of his career has been dedicated to institutional equity research, where he provided investment guidance to both domestic and international institutional investors. His comprehensive experience in equity research, spanning various market cycles, has been crucial in identifying and analyzing promising businesses and stocks listed on Indian stock exchanges, thereby creating value for investors.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
202104.26
portfolio age
1 Yrs, 7 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.75%

Hurdle: 10%

Profit Sharing: %

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)