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InvesQ Multicap Opportunities Portfolio

InvesQ Multicap Opportunities Portfolio is a Equity Portfolio Management Service launched by INVESQ INVESTMENT MANAGERS LLP on May 2024. Managed by AASHISH JAYANT UPGANLAWAR, the fund holds ₹129 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Structure 1: Fixed Fee: 2.50%% fixed fee and Structure 2: Fixed Fee: 1.75% Performance Fee: 20% Hurdle Rate: 10% Structure 3: Fixed Fee: 1.25% Performance Fee: 15% Hurdle Rate: 0%% performance fee. Trailing returns: -0.6% (1Y), 6.79% since inception. Performance data as of July 2026.

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InvesQ Multicap Opportunities Portfolio

INVESQ INVESTMENT MANAGERS LLP

129.21 CR AUM

InvesQ Multicap Opportunities Portfolio

InvesQ Multicap Opportunities Portfolio

INVESQ INVESTMENT MANAGERS LLP

129.21 CR AUM

BSE 500 TRI
Benchmark
2yr 1mo
Age
EQUITY
Strategy
Structure 1: Fixed Fee: 2.50%
Fixed 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%
Variable Fees
1st Year: 2% 2nd Year: 1% 3rd Year onwards: Nil
Exit Load
BSE 500 TRI
Benchmark
2yr 1mo
Age
EQUITY
Strategy
Structure 1: Fixed Fee: 2.50%
Fixed 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%
Variable Fees
1st Year: 2% 2nd Year: 1% 3rd Year onwards: Nil
Exit Load
Fund manager

aashish jayant upganlawar

Fund Manager
EQUITYStrategies

Our Principal Officer Mr. Aashish Upganlawar is a Chartered Accountant. He has an illustrious career of over 20 years in Equity Fund Management and Institutional Equity Research. He has been a part of Fund management teams in Mutual funds, Insurance companies, Equity Investment Advisory and Specialized Equity portfolio management outfits. He spent a good part of his career in Institutional Equity Research advising domestic and foreign institutional investors on their investments. His experience in Equity Research across market cycles has been instrumental in researching good businesses/ stocks listed on Indian stock exchanges and generating value for investors.

Our Principal Officer Mr. Aashish Upganlawar is a Chartered Accountant. He has an illustrious career of over 20 years in Equity Fund Management and Institutional Equity Research. He has been a part of Fund management teams in Mutual funds, Insurance companies, Equity Investment Advisory and Specialized Equity portfolio management outfits. He spent a good part of his career in Institutional Equity Research advising domestic and foreign institutional investors on their investments. His experience in Equity Research across market cycles has been instrumental in researching good businesses/ stocks listed on Indian stock exchanges and generating value for investors.

What is this fund's investment objective?

The investment objective is to generate capital appreciation predominantly through investments in equities with a medium to long-term perspective.

How has InvesQ Multicap Opportunities Portfolio performed?

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Wealth Creation Calculator

1M IA return
8.29%
1M benchmark return
1.73%
Alpha
6.56%
1M Wealth multiple
1.08x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
8.29%
1M benchmark return
1.73%
Alpha
6.56%
1M Wealth multiple
1.08x

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