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Multicap Strategy

Multicap Strategy is a Equity Portfolio Management Service launched by Zen Wealth Management Services Ltd on January 2005. Managed by SATISH KANTHETI, the fund holds ₹283 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 0.44% (1Y), 13.72% CAGR (3Y), 14.5% since inception. Performance data as of July 2026.

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Multicap Strategy

Zen Wealth Management Services Ltd

282.68 CR AUM

Multicap Strategy

Multicap Strategy

Zen Wealth Management Services Ltd

282.68 CR AUM

BSE 500 TRI
Benchmark
21yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
21yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

satish kantheti

Fund Manager
EQUITYStrategies

Satish serves as a Chief Investment Officer (CIO) and Managing Director. Prior to this, he was heading the Equity Research Division at ZEN Securities Limited, a group company engaged in offering various Financial Services and Products. Satish has a cumulative experience of over 23 years in Equity Research and Investment Management space. For the last 2 decades, Satish has been involved in spreading investor awareness in Andhra Pradesh and Telangana, through media and investor meets. Satish is a CFA (ICFAI) and also has an MBA in Finance.

Satish serves as a Chief Investment Officer (CIO) and Managing Director. Prior to this, he was heading the Equity Research Division at ZEN Securities Limited, a group company engaged in offering various Financial Services and Products. Satish has a cumulative experience of over 23 years in Equity Research and Investment Management space. For the last 2 decades, Satish has been involved in spreading investor awareness in Andhra Pradesh and Telangana, through media and investor meets. Satish is a CFA (ICFAI) and also has an MBA in Finance.

What is this fund's investment objective?

Generate consistent long-term wealth

How has Multicap Strategy performed?

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1M IA return
2.62%
1M benchmark return
1.73%
Alpha
0.89%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
2.62%
1M benchmark return
1.73%
Alpha
0.89%
1M Wealth multiple
1.03x

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