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Mid & Small cap & Special Situations Portfolio

Mid & Small cap & Special Situations Portfolio is a Equity Portfolio Management Service launched by Multi-Act Equity Consultancy Private Limited on May 2015. Managed by Rahul Picha, the fund holds ₹296 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a AMC: 2.5%% fixed fee and AMC: 0 or 2% Hurdle: 8% or 13% Profit Sharing: 25%% performance fee. Trailing returns: 0.25% (1Y), 14.28% CAGR (3Y), 16.45% since inception. Performance data as of July 2026.

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Mid & Small cap & Special Situations Portfolio

Multi-Act Equity Consultancy Private Limited

295.93 CR AUM

Mid & Small cap & Special Situations Portfolio

Mid & Small cap & Special Situations Portfolio

Multi-Act Equity Consultancy Private Limited

295.93 CR AUM

BSE 500 TRI
Benchmark
11yr 1mo
Age
EQUITY
Strategy
AMC: 2.5%
Fixed Fees
AMC: 0 or 2% Hurdle: 8% or 13% Profit Sharing: 25%
Variable Fees
39 Months: 1%
Exit Load
BSE 500 TRI
Benchmark
11yr 1mo
Age
EQUITY
Strategy
AMC: 2.5%
Fixed Fees
AMC: 0 or 2% Hurdle: 8% or 13% Profit Sharing: 25%
Variable Fees
39 Months: 1%
Exit Load
Fund manager

rahul picha

Fund Manager
EQUITYStrategies

Pavan Panchal, based in Pune, Maharashtra, India, is currently a Research Executive at Multi-Act. Pavan Panchal brings experience from previous roles at C V Deshpande & Co. Chartered Accountants. Pavan Panchal holds a 2019 - 2019 CFA Level II cleared @ CFA Institute.

Pavan Panchal, based in Pune, Maharashtra, India, is currently a Research Executive at Multi-Act. Pavan Panchal brings experience from previous roles at C V Deshpande & Co. Chartered Accountants. Pavan Panchal holds a 2019 - 2019 CFA Level II cleared @ CFA Institute.

What is this fund's investment objective?

The primary objective of this Investment Approach is to generate capital appreciation by investing mostly in Mid and Small Market Capitalisation companies that in the opinion of the Portfolio Manager are available at discount to fair value.

How has Mid & Small cap & Special Situations Portfolio performed?

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1M IA return
1.88%
1M benchmark return
1.73%
Alpha
0.15%
1M Wealth multiple
1.02x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
1.88%
1M benchmark return
1.73%
Alpha
0.15%
1M Wealth multiple
1.02x

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