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InvesQ Multicap Opportunities Portfolio
INVESQ INVESTMENT MANAGERS LLP
115.52 CR AUM
InvesQ Multicap Opportunities Portfolio
INVESQ INVESTMENT MANAGERS LLP
115.52 CR AUM
BSE 500 TRI
Benchmark
1yr 11mo
Age
EQUITY
Strategy
Structure 1: Fixed Fee: 2.50%
Fixed Fees
Structure 2:
Fixed Fee: 1.75%
Performance Fee: 20%
Hurdle Rate: 10%
Structure 3:
Fixed Fee: 1.25%
Performance Fee: 15%
Hurdle Rate: 0%
Variable Fees
1st Year: 2%
2nd Year: 1%
3rd Year onwards: Nil
Exit Load
BSE 500 TRI
Benchmark
1yr 11mo
Age
EQUITY
Strategy
Structure 1: Fixed Fee: 2.50%
Fixed Fees
Structure 2:
Fixed Fee: 1.75%
Performance Fee: 20%
Hurdle Rate: 10%
Structure 3:
Fixed Fee: 1.25%
Performance Fee: 15%
Hurdle Rate: 0%
Variable Fees
1st Year: 2%
2nd Year: 1%
3rd Year onwards: Nil
Exit Load
aashish jayant upganlawar
Fund Manager
EQUITYStrategies
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.
Purpose
The investment objective is to generate capital appreciation predominantly through investments in equities with a medium to long-term perspective.
Investment Approach v/s Benchmark Metrics
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1M IA return
14.77%
1M benchmark return
10.38%
Alpha
4.39%
1M Wealth multiple
1.15x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
14.77%
1M benchmark return
10.38%
Alpha
4.39%
1M Wealth multiple
1.15x
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