Basant Maheshwari Wealth Advisers Llp • Equity
BMW Multi Cap Fund is an equity portfolio management service (PMS) strategy run by Basant Maheshwari Wealth Advisers Llp, launched on 17 Feb 2016. As of 30 Sep 2026, it manages ₹193 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -12.86% over 1 year, -1.63% over 3 years and -1.69% over 5 years (+10.31% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 10.83 percentage points behind of its benchmark. Its 3-year return ranks 472nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Basant Maheshwari.
Ranked nearby on 3-year return: ASK India Select Portfolio STP (+0.01%), Aurum Micro Cap Opportunities (-0.12%), Principal Value Strategy (-4.25%), CA MFM Mid Cap (-18.52%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.94% |
| 3 Months | -7.36% |
| 1 Year | -12.86% |
| 3 Years | -1.63% |
| 5 Years | -1.69% |
| Since Inception | +10.31% |
| management fee | Fixed Fees: 2% p.a. on a quarterly basis |
| performance fee | Variable Fees: Hurdle rate: 12% p.a. Profit sharing: 20% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callBMW Multi Cap Fund has a 1-year return of -12.86%, a 3-year return of -1.63%, a 5-year return of -1.69% and +10.31% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, BMW Multi Cap Fund returned -1.69% against +8.91% for the BSE 500 TRI, 10.60 percentage points behind. Over 3 years it returned -1.63% against +9.20%; Over 1 year it returned -12.86% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, BMW Multi Cap Fund's 3-year return of -1.63% ranks 472nd as of 30 Sep 2026.
BMW Multi Cap Fund is managed by Basant Maheshwari at Basant Maheshwari Wealth Advisers. The strategy manages ₹193 Cr of client assets as of 30 Sep 2026.
BMW Multi Cap Fund manages ₹193 Cr of client assets as of 30 Sep 2026.
The fee structure for BMW Multi Cap Fund includes: management fee: Fixed Fees: 2% p.a. on a quarterly basis; performance fee: Variable Fees: Hurdle rate: 12% p.a. Profit sharing: 20%.
The minimum investment for BMW Multi Cap Fund is ₹50 Lakhs.
BMW Multi Cap Fund was launched on 17 Feb 2016. It has a 10-year track record.
Description
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