INVESQ INVESTMENT MANAGERS LLP • Equity
InvesQ Multicap Opportunities Portfolio is an equity portfolio management service (PMS) strategy run by INVESQ INVESTMENT MANAGERS LLP, launched on 31 May 2024. As of 30 Sep 2026, it manages ₹127 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +1.75% over 1 year (+5.54% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 4.08 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by AASHISH JAYANT UPGANLAWAR.
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 | -3.12% |
| 3 Months | -1.10% |
| 1 Year | +1.75% |
| Since Inception | +5.54% |
| management fee | Fixed Fees: Structure 1: Fixed Fee: 2.50% |
| performance fee | Variable Fees: Structure 2: Fixed Fee: 1.75% Performance Fee: 20% Hurdle Rate: 10% Structure 3: Fixed Fee: 1.25% Performance Fee: 15% Hurdle Rate: 0% |
| exit load | 1st Year: 2% 2nd Year: 1% 3rd Year onwards: Nil |
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 callInvesQ Multicap Opportunities Portfolio has a 1-year return of +1.75% and +5.54% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, InvesQ Multicap Opportunities Portfolio returned +1.75% against -2.33% for the BSE 500 TRI, 4.08 percentage points ahead. Figures as of 30 Sep 2026.
InvesQ Multicap Opportunities Portfolio is managed by AASHISH JAYANT UPGANLAWAR at Invesq. The strategy manages ₹127 Cr of client assets as of 30 Sep 2026.
InvesQ Multicap Opportunities Portfolio manages ₹127 Cr of client assets as of 30 Sep 2026.
The fee structure for InvesQ Multicap Opportunities Portfolio includes: management fee: Fixed Fees: Structure 1: Fixed Fee: 2.50%; performance fee: Variable Fees: Structure 2: Fixed Fee: 1.75% Performance Fee: 20% Hurdle Rate: 10% Structure 3: Fixed Fee: 1.25% Performance Fee: 15% Hurdle Rate: 0%; exit load: 1st Year: 2% 2nd Year: 1% 3rd Year onwards: Nil.
The minimum investment for InvesQ Multicap Opportunities Portfolio is ₹50 Lakhs.
InvesQ Multicap Opportunities Portfolio was launched on 31 May 2024. It has a 2-year track record.
Description
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