- Manager
- Multi-Act Equity Consultancy
- Service
- Discretionary
- Asset class
- Equity
Mid and Small Cap and Special Situations Portfolio
+0.76%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Multi-Act Equity Consultancy’s Mid and Small Cap and Special Situations Portfolio returned 0.76% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹227 crore across its clients.
Key numbers
- AUM
- ₹227 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.56×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.60% | −5.57% | +0.97% |
| 3 months | −4.19% | −3.59% | −0.60% |
| 6 months | +14.07% | +8.07% | +6.00% |
| 1 year | +0.76% | −2.33% | +3.09% |
| 2 years | +0.22% | −3.93% | +4.15% |
| 3 years | +9.01% | +9.20% | −0.19% |
| 4 years | +16.05% | +11.22% | +4.83% |
| 5 years | +15.03% | +8.91% | +6.12% |
| Since inception | +15.62% | +11.99% | +3.63% |
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 equity77.74%₹176 Cr
- Mutual funds20.30%₹46.06 Cr
- Cash and other1.96%₹4.45 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.19 Cr
- Net, Sep 2026
- −₹0.19 Cr
- Net, FY to date
- −₹60.19 Cr
- Turnover, month
- 0.17×
- Turnover, past year
- 0.56×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Mid and Small Cap and Special Situations Portfolio returned?
0.76% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.60%; 3 months: −4.19%; 6 months: 14.07%; 1 year: 0.76%; 2 years: 0.22%; 3 years: 9.01%; 4 years: 16.05%; 5 years: 15.03%; Since inception: 15.62%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.09 percentage points ahead.
How much does Mid and Small Cap and Special Situations Portfolio manage?
₹227 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 Mid and Small Cap and Special Situations Portfolio?
Multi-Act Equity Consultancy, a SEBI-registered portfolio manager (INP000002965), 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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