Zen Wealth Management Services Ltd • Equity
Multicap Strategy is an equity portfolio management service (PMS) strategy run by Zen Wealth Management Services Ltd, launched on 18 Jan 2005. As of 30 Sep 2026, it manages ₹276 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +5.20% over 1 year, +9.42% over 3 years and +11.73% over 5 years (+14.30% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.22 percentage points ahead of its benchmark. Its 3-year return ranks 300th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by SATISH KANTHETI.
Ranked nearby on 3-year return: Globe Arbitrage/Special Situation (+9.49%), Enam India Equity Portfolio (+9.47%), 360 ONE Multicap Advantage PMS (+9.35%), Fundamental-Based / Value-Oriented Approach (+9.35%).
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 | -4.34% |
| 3 Months | -0.46% |
| 1 Year | +5.20% |
| 3 Years | +9.42% |
| 5 Years | +11.73% |
| Since Inception | +14.30% |
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 callMulticap Strategy has a 1-year return of +5.20%, a 3-year return of +9.42%, a 5-year return of +11.73% and +14.30% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Multicap Strategy returned +11.73% against +8.91% for the BSE 500 TRI, 2.82 percentage points ahead. Over 3 years it returned +9.42% against +9.20%; Over 1 year it returned +5.20% 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, Multicap Strategy's 3-year return of +9.42% ranks 300th as of 30 Sep 2026.
Multicap Strategy is managed by SATISH KANTHETI at Zen Wealth Management Services. The strategy manages ₹276 Cr of client assets as of 30 Sep 2026.
Multicap Strategy manages ₹276 Cr of client assets as of 30 Sep 2026.
The minimum investment for Multicap Strategy is ₹50 Lakhs.
Multicap Strategy was launched on 18 Jan 2005. It has a 21-year track record.
Description
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