Invesq PMS strategies
Invesq runs 2 portfolio management strategies listed with APMI, managing ₹140 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| InvesQ Multicap Opportunities Portfolio | Equity | AASHISH JAYANT UPGANLAWAR | ₹127 Cr | — | — | 2.50% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Sep 2026 |
| Invesq Optimiser Portfolio | Multi Asset | — | ₹12.73 Cr | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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