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Moats and Special Situations Portfolio

Moats and Special Situations Portfolio is a Equity Portfolio Management Service launched by Multi-Act Equity Consultancy Private Limited on January 2011. Managed by Akshat Hariya, the fund holds ₹709 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: -4.74% (1Y), 11.56% CAGR (3Y), 13.97% since inception. Performance data as of July 2026.

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Moats and Special Situations Portfolio

Multi-Act Equity Consultancy Private Limited

709.11 CR AUM

Moats and Special Situations Portfolio

Moats and Special Situations Portfolio

Multi-Act Equity Consultancy Private Limited

709.11 CR AUM

BSE 500 TRI
Benchmark
15yr 5mo
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
15yr 5mo
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

akshat hariya

Fund Manager
EQUITYStrategies

Akshat Hariya, based in Maharashtra, India, is currently a Assistant Portfolio Manager at Multi-Act. Akshat Hariya brings experience from previous roles at Multi-Act, Multi-Act India and Damania & Varaiya. Akshat Hariya holds a 2015 - 2017 CFA in Investment management @ CFA Institute.

Akshat Hariya, based in Maharashtra, India, is currently a Assistant Portfolio Manager at Multi-Act. Akshat Hariya brings experience from previous roles at Multi-Act, Multi-Act India and Damania & Varaiya. Akshat Hariya holds a 2015 - 2017 CFA in Investment management @ CFA Institute.
Fund manager

rohan samant

Fund Manager
EQUITYStrategies
1OF2

What is this fund's investment objective?

The primary objective of this Investment Approach is to generate capital appreciation by investing in companies that in the opinion of the Portfolio Manager are of High quality with a strong competitive advantage at discount to fair value.

How has Moats and Special Situations Portfolio performed?

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Wealth Creation Calculator

1M IA return
1.73%
1M benchmark return
1.73%
Alpha
0.00%
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
1.73%
1M benchmark return
1.73%
Alpha
0.00%
1M Wealth multiple
1.02x

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