Affluense AI AFFLUENSE

Catalyst Series 1

Merisis Advisors Private Limited
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
4 November 2025
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This is a sector and market capitalization agnostic, actively managed, long-only investment strategy. Under a discretionary mandate, it aims to construct a concentrated portfolio comprising 8 to 13 carefully selected stocks.

Investment Objective

The investment strategy aims to achieve substantial capital growth through a meticulously selected, concentrated portfolio of equities. This portfolio will focus on companies exhibiting characteristics within three distinct investment themes: Turnaround Situations, Companies Undergoing Significant Capital Expenditure for Growth, and Deep Value Investments.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 4.09% -0.28% 4.37%
SINCE INCEPTION 3.85% 2.13% 1.72%

Calendar Year Performance

Year Return

Financial Year Performance

Year Return

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

Fund Managers

Akshay Badjate

Fund Manager

With over 18 years of extensive experience in the Indian capital markets, particularly in public market investments, Akshay Badjate joins us. Prior to this, he held leadership positions at nascent fintech firms, concentrating on product development and investment analysis. His career also includes valuable tenures at esteemed international investment banks such as JP MorganChase, Lehman Brothers/Nomura, and Kotak Institutional Equities. From 2019 to 2023 at Alphaniti (now TORUS-Alphaniti), Akshay was instrumental in conceptualizing and developing multiple high-performing investment strategies that consistently ranked among the top 10 within the Smallcase performance benchmarks. A Chartered Accountant by profession, Akshay possesses a profound dedication to equity investing. His approach is highly analytical and data-informed, complemented by a long-term perspective on business and market dynamics. His investment philosophy has been significantly shaped by the insights found in the book "Capital Returns."

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
N/A
portfolio age
0 Yrs, 1 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 1.25%

Hurdle: 12%

Profit Sharing: 20%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

Interested in ?

Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.

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)