Multi-Act Equity Consultancy Private Limited • Equity
Moats and Special Situations Portfolio is an equity portfolio management service (PMS) strategy run by Multi-Act Equity Consultancy Private Limited, launched on 27 Jan 2011. As of 30 Sep 2026, it manages ₹660 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -6.66% over 1 year, +8.66% over 3 years and +8.80% over 5 years (+13.37% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.54 percentage points behind of its benchmark. Its 3-year return ranks 318th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Akshat Hariya, Rohan Samant.
Ranked nearby on 3-year return: The All-Star Portfolio (+8.70%), Microsec Wealth Management Ltd. (+8.68%), Core Value Concentrated (+8.62%), Phillip Alpha Creation Equity Strategy (+8.59%).
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 | -4.16% |
| 3 Months | -4.89% |
| 1 Year | -6.66% |
| 3 Years | +8.66% |
| 5 Years | +8.80% |
| Since Inception | +13.37% |
| management fee | Fixed Fees: AMC: 2.5% |
| performance fee | Variable Fees: AMC: 0 or 2% Hurdle: 8% or 13% Profit Sharing: 25% |
| exit load | 39 Months: 1% |
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 callMoats and Special Situations Portfolio has a 1-year return of -6.66%, a 3-year return of +8.66%, a 5-year return of +8.80% and +13.37% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Moats and Special Situations Portfolio returned +8.80% against +8.91% for the BSE 500 TRI, 0.11 percentage points behind. Over 3 years it returned +8.66% against +9.20%; Over 1 year it returned -6.66% 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, Moats and Special Situations Portfolio's 3-year return of +8.66% ranks 318th as of 30 Sep 2026.
Moats and Special Situations Portfolio is managed by Akshat Hariya, Rohan Samant at Multi-Act Equity Consultancy. The strategy manages ₹660 Cr of client assets as of 30 Sep 2026.
Moats and Special Situations Portfolio manages ₹660 Cr of client assets as of 30 Sep 2026.
The fee structure for Moats and Special Situations Portfolio includes: management fee: Fixed Fees: AMC: 2.5%; performance fee: Variable Fees: AMC: 0 or 2% Hurdle: 8% or 13% Profit Sharing: 25%; exit load: 39 Months: 1%.
The minimum investment for Moats and Special Situations Portfolio is ₹50 Lakhs.
Moats and Special Situations Portfolio was launched on 27 Jan 2011. It has a 15-year track record.
Description
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