Merisis Advisors PMS strategies
Merisis Advisors runs 3 portfolio management strategies listed with APMI, managing ₹13.43 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 |
|---|---|---|---|---|---|---|---|---|
| Merisis Smart Blend ETF | Equity | Akshay Badjate | ₹7.16 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Merisis Multicap Portfolio | Equity | Akshay Badjate | ₹4.94 Cr | +11.27% | +2.27 pts | 2.5% fixed, or a variable plan (see strategy) | ₹50 Lakhs | Aug 2026 |
| Merisis Catalyst - Series I | Equity | Akshay Badjate | ₹1.33 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
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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