Merisis Wealth has announced that its Multi-Cap Portfolio Management Scheme (PMS) will look to adopt a balanced portfolio structure, sector, market cap, and style agnostic. The portfolio will hold between 12 to 25 stocks at all times.

Currently, the Merisis Multi-Cap PMS has a 50% exposure to mid and small-cap stocks and 25% to ultra-large and large-cap stocks. The remaining portion is split between precious metals and cash. The top four sectors are metals, pharmaceuticals, capital goods, and financials, making up about 50% of the allocation.

The portfolio's construction is based on four principles: a non-consensus approach, past performance, a value-conscious framework, and positive risk-reward asymmetry.

Ruchir Kapoor, Managing Director of Merisis Wealth, noted that the new strategy has already led to significant outperformance compared to the CNX 500 benchmark. 

The current market conditions are seen as ideal for a strategy focused on picking individual outperformers rather than relying solely on sector or theme-based investments. Ruchir Kapoor, MD of Merisis Wealth said.  

Merisis Group, founded in 2010, is a full-stack financial services group with operations in investment banking, VC, and wealth management. Merisis Wealth offers products across PMS and AIF to serve its diverse client base.

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