- Manager
- Multi-Act Equity Consultancy
- Service
- Discretionary
- Asset class
- Equity
Moat and Special Situations Portfolio
−6.66%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Multi-Act Equity Consultancy’s Moat and Special Situations Portfolio returned −6.66% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹660 crore across its clients.
Key numbers
- AUM
- ₹660 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.49×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −4.16% | −5.57% | +1.41% |
| 3 months | −4.89% | −3.59% | −1.30% |
| 6 months | +7.36% | +8.07% | −0.71% |
| 1 year | −6.66% | −2.33% | −4.33% |
| 2 years | −2.50% | −3.93% | +1.43% |
| 3 years | +8.66% | +9.20% | −0.54% |
| 4 years | +11.31% | +11.22% | +0.09% |
| 5 years | +8.80% | +8.91% | −0.11% |
| Since inception | +13.37% | +11.78% | +1.59% |
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 equity96.31%₹636 Cr
- Mutual funds1.94%₹12.83 Cr
- Cash and other1.74%₹11.50 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.18 Cr
- Outflow, Sep 2026
- ₹9.29 Cr
- Net, Sep 2026
- −₹7.11 Cr
- Net, FY to date
- −₹18.54 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.49×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Moat and Special Situations Portfolio returned?
−6.66% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.16%; 3 months: −4.89%; 6 months: 7.36%; 1 year: −6.66%; 2 years: −2.50%; 3 years: 8.66%; 4 years: 11.31%; 5 years: 8.80%; Since inception: 13.37%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 4.33 percentage points behind.
How much does Moat and Special Situations Portfolio manage?
₹660 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 Moat 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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