Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Microsec Wealth Management Limited |
| Strategy & Product Name | Equity (Equity) |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 29/09/2018 |
| Fund Age | 7.8 Years |
| Minimum Investment Amount | ₹5,000,000 |
| Fixed Fees Structure | NA / Slab-Based Custom Options |
| Variable Fees Structure | Management Fees: 0.5% to 1.5% Per Annum |
| Exit Load | 1st Year: 2% | 2nd Year onwards: 0% |
| Assets Under Management (AUM) | ₹0.00 CR |
Fund Purpose
The investment objective of the scheme is to achieve capital appreciation by primarily investing in equity and equity-related instruments across sectors and market capitalisation.
Fund Philosophy
Comprehensive Multi-Cap Structural Flexibility
The strategy avoids rigid market capitalization boundaries, moving dynamically across large-cap stability, mid-cap growth, and small-cap alpha vectors based on macro-liquidity signals to optimize portfolio returns across shifting economic cycles.
Bottom-Up Valuation and Earnings Identification
The investment core prioritizes deep fundamental asset research to spot corporate mispricings, targeting fundamentally sound businesses that trade below their long-term growth potential or showcase resilient historical performance metrics.
Blended Structural Macro-Theme Selection
By combining qualitative market insights with meticulous data tracking, the philosophy isolates emerging megatrends inside the Indian economy, placing strategic bets on industries positioned for structural, multi-year expansion.
Active Sector Allocation Agility
The framework remains entirely unconstrained by specific sectors, rotating capital fluidly into sectors displaying robust supply chains, improving pricing power, and rising institutional cash inflows.
Strict Downside Protection via Structural Exit Penalties
To safeguard the core fund against short-term speculative asset liquidations, the model uses a disciplined 1st-year 2% exit load, encouraging longer-term client compounding and insulating the core equity strategy from transient market turbulence.
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Microsec Wealth Management Ltd.
Benchmark: BSE 500 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.
Microsec Wealth Management Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | NA | 0.00 | 0.00 | 0.00 | 0.00 | -1.73 | 8.02 | 10.30 | 7.77 | 12.24 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | 4.72 | -0.11 | 12.09 | 11.90 | 10.91 | 13.82 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Ajay Jaiswal
Ajay Jaiswal is the Executive Director, Principal Officer, and Fund Manager at Microsec Wealth Management Limited. A commerce graduate with over 30 years of deep institutional experience across equity research, macro strategist roles, and wealth management, Ajay has established a prominent reputation for identifying large-scale macro investment trends ahead of the broader market curves. Prior to driving the equity portfolio mandate at Microsec, he held senior executive leadership and strategy roles at major domestic financial houses, including serving as President & Head of Research & Strategies at Stewart & Mackertich Wealth Management, President at Microsec Capital Ltd, and Investment Strategist at Angel Broking. His investment philosophy relies on a balanced blend of top-down macro analysis and rigorous bottom-up equity screening to discover structurally undervalued companies with high growth potential.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
To maintain absolute compliance with the guidelines laid down by the Securities and Exchange Board of India (SEBI) for Portfolio Management Services (PMS), investors must deploy a minimum initial capital of ₹5,000,000 (₹50 Lakhs) via fund transfer or an existing equity stock pool.
Unlike typical models that depend entirely on heavy fixed entry charges, this strategy relies on an active annual fee scaling between 0.5% and 1.5% per annum. This variable bracket allows custom fee structuring based on the size of the initial investment slab.
The investment approach applies a structured 2% exit load if capital is pulled out during the first year of deployment. After the initial 12-month period concludes, the exit load drops entirely to zero, supporting long-term investment horizons.
No, the strategy follows a highly flexible multi-cap mandate. This allows the fund manager to balance allocations across high-growth small-caps and defensive blue-chip equities depending on macroeconomic volatility and valuation spreads.
The BSE 500 Total Returns Index (TRI) tracks the top 500 listings across all key sectors and market cap brackets, capturing both price movements and dividend payouts. This matches the fund's flexible multi-cap approach, serving as an ideal benchmark for measuring active alpha.
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