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

Stocks for the portfolio are picked on either top-down or bottom-up basis to optimize returns and achieve appropriate risk reward balance. Selection of stocks is sector/Market cap agnostic. Portfolio manager believes in having limited stocks in portfolio.Typically, portfolio stocks would be a) High growth compounders b) Upturn in business cycle c) Turnaround of financials d) Companies where operating leverage kicks in e) Special situations f) under researched new to market companies (IPO’s)

Investment Objective

The investment objective is to generate capital appreciation predominantly through investments in equities with a medium to long-term perspective. The scheme intends to Optimise capital appreciation potential and control portfolio risk with proper proportions/weightages of selected companies and limiting the number of stocks.

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

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.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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