Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Merisis Advisors Private Limited |
| Strategy & Product Name | Equity (Equity) |
| Benchmark | Nifty 50 TRI |
| Date Of Inception | 04/11/2025 |
| Fund Age | 7 Months |
| Minimum Investment Amount | ₹5,000,000 |
| Fixed Fees Structure | Variable / Negotiable (Slab-based) |
| Variable Fees Structure | Performance-linked / Hybrid options |
| Exit Load | Nil / Structural (Subject to onboarding terms) |
| Assets Under Management (AUM) | ₹0.76 CR |
Fund Purpose
The fund's purpose is an actively managed, long only investment strategy under the discretionary mandate designed to make investments in stocks while being completely sector and market capitalization agnostic.
The investment objective is to generate significant capital appreciation by investing in a highly concentrated portfolio of stocks representing specific themes, viz., (illustrative but not exhaustive)
a. Turnaround Opportunities: Invest in stocks where businesses are currently undergoing restructuring and/or coming out of a low point in the business cycle
b. High Growth Opportunities: Invest in stocks with promising high growth opportunity over the medium to long term
c. Deep Value Opportunities: Invest in stocks which trade a deep discount to their intrinsic value or well below long term valuation multiples
Fund Philosophy
Capitalizing on Restructuring and Corporate Turnarounds
The strategy actively identifies businesses undergoing operational restructuring, management shifts, or cyclical turnarounds, entering positions at cyclical lows when investor pessimism is maxed out but a structural recovery is imminent.
Structural Tailwinds via High Growth Capture
A core engine of the portfolio targets companies positioned inside expanding industrial sectors, backing businesses with strong execution capabilities that can deliver rapid compounded earnings growth over a medium-to-long-term horizon.
Deep Value Safety Margins
The philosophy demands buying into mispriced assets trading at significant structural discounts to their intrinsic values or long-term historical valuation multiples, providing a firm margin of safety to cushion against broader market drawdowns.
Capitalization and Sector Agnostic Mandate
The strategy maintains unconstrained flexibility across the multi-cap universe, shifting weight seamlessly between large, mid, and small-cap stocks to capture non-consensus opportunities wherever the risk-to-reward ratio looks asymmetric.
High Concentration Conviction Management
Instead of diluting gains across dozens of standard market holdings, the investment model builds a highly concentrated portfolio focused exclusively on its best thematic ideas, backing non-consensus conviction over passive diversification.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Merisis Catalyst - Series I
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Merisis Advisors Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1.33 | -2.20 | 4.60 | 9.62 | NA | NA | NA | NA | NA | 3.28 |
| Benchmark | NA | -1.14 | 2.89 | -3.60 | NA | NA | NA | NA | NA | -5.63 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Akshay Badjate
Akshay Badjate is the Head of Fund Management at Merisis Advisors Private Limited, bringing over 18 years of specialized experience across public market investing, investment research, and strategic portfolio advisory within Indian capital markets. A Chartered Accountant by qualification, Akshay has built an extensive institutional background working in leadership and research roles at global investment banks, including JPMorgan Chase, Lehman Brothers, Nomura, and Kotak Institutional Equities. Prior to driving the equity PMS practice at Merisis, he served as Chief Investment Officer at the Y Combinator-funded fintech platform Stack Wealth and as Head of Investments at TORUS-Alphaniti. His data-driven investment philosophy focuses closely on identifying asymmetric risk-reward trends and managing structural business cycles.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
Following the regulatory framework mandated by the Securities and Exchange Board of India (SEBI) for Portfolio Management Services, the minimum required ticket size to invest in Merisis Catalyst - Series I is ₹5,000,000 (₹50 Lakhs).
The "NA" classification indicates customized, negotiable fee arrangements. Portfolio setups typically offer modular structures combining a small fixed asset management fee with performance-linked profit sharing once specified hurdle rates are met.
While standard onboarding terms for this series do not impose explicit exit loads, investors are advised to review individual client agreement mandates, as exit guidelines can adapt based on personalized liquidity terms.
Being capitalization agnostic means the fund manager isn't boxed into a specific market segment. The strategy can allocate heavily to small-caps for growth or retreat into resilient large-caps depending on changing macroeconomic cycles.
The Nifty 50 Total Returns Index tracks the top 50 blue-chip companies in India, factoring in stock price changes and dividend reinvestments. It serves as a strict standard to measure the fund's ability to extract true active alpha from concentrated equity exposures.
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