- Manager
- Invesq Investment Managers
- Service
- Discretionary
- Asset class
- Equity
InvesQ Multicap Opportunities Portfolio
+1.75%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Invesq Investment Managers’ InvesQ Multicap Opportunities Portfolio returned 1.75% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹127 crore across its clients.
Key numbers
- AUM
- ₹127 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 1.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −3.12% | −5.57% | +2.45% |
| 3 months | −1.10% | −3.59% | +2.49% |
| 6 months | +25.65% | +8.07% | +17.58% |
| 1 year | +1.75% | −2.33% | +4.08% |
| 2 years | −0.18% | −3.93% | +3.75% |
| Since inception | +5.54% | +2.83% | +2.71% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity97.48%₹124 Cr
- Cash and other2.52%₹3.20 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.20 Cr
- Outflow, Sep 2026
- ₹0.54 Cr
- Net, Sep 2026
- −₹0.34 Cr
- Net, FY to date
- −₹5.52 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has InvesQ Multicap Opportunities Portfolio returned?
1.75% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.12%; 3 months: −1.10%; 6 months: 25.65%; 1 year: 1.75%; 2 years: −0.18%; Since inception: 5.54%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 4.08 percentage points ahead.
How much does InvesQ Multicap Opportunities Portfolio manage?
₹127 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages InvesQ Multicap Opportunities Portfolio?
Invesq Investment Managers, a SEBI-registered portfolio manager (INP000008507), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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