- Manager
- Merisis Advisors
- Service
- Discretionary
- Asset class
- Equity
Merisis Multicap Portfolio
+11.32%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Merisis Advisors’ Merisis Multicap Portfolio returned 11.32% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹4.84 crore across its clients.
Key numbers
- AUM
- ₹4.84 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 1.66×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −2.06% | −6.03% | +3.97% |
| 3 months | +6.30% | −4.91% | +11.21% |
| 6 months | +24.44% | +2.13% | +22.31% |
| 1 year | +11.32% | −7.09% | +18.41% |
| 2 years | +1.29% | −5.29% | +6.58% |
| 3 years | +9.86% | +6.06% | +3.80% |
| 4 years | +9.29% | +8.48% | +0.81% |
| 5 years | +7.76% | +6.38% | +1.38% |
| Since inception | +15.99% | +11.35% | +4.64% |
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 equity75.83%₹3.67 Cr
- Cash and other21.86%₹1.06 Cr
- Debt2.31%₹0.11 Cr
- Mutual funds0.01%₹0 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- −₹0.47 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 1.66×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Merisis Multicap Portfolio returned?
11.32% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.06%; 3 months: 6.30%; 6 months: 24.44%; 1 year: 11.32%; 2 years: 1.29%; 3 years: 9.86%; 4 years: 9.29%; 5 years: 7.76%; Since inception: 15.99%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 18.41 percentage points ahead.
How much does Merisis Multicap Portfolio manage?
₹4.84 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 Merisis Multicap Portfolio?
Merisis Advisors, a SEBI-registered portfolio manager (INP000006846), 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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