Multicap

Square 64 Capital Advisors LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
31 October 2024
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Diversified Equity Portfolio

Investment Objective

To achieve positive absolute returns across diverse market environments while maintaining robust portfolio risk management. To deliver favourable investment returns. To pursue capital appreciation over both the short and long term.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.41% -0.24% -2.17%
3 MONTHS -7.19% 5.02% -12.21%
6 MONTHS -14.69% 1.63% -16.32%
1 YEAR -9.58% 7.63% -17.21%
SINCE INCEPTION -7.38% 4.92% -12.30%

Calendar Year Performance

Year Return
CY 2025 -9.58%

Financial Year Performance

Year Return
FY 26_YTD 8.55%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Priyankar Sarkar

Fund Manager

With over ten years dedicated to the Indian equity landscape, Priyankar's professional journey commenced in 2014 as a buy-side analyst at Motilal Oswal Asset Management Company. During his tenure, he received invaluable foundational training in investment management under the guidance of Mr. Raamdeo Agarwal, Chairman of MOFSL. His initial sector coverage at MOAMC encompassed Technology, Media, and Telecom (TMT), along with the cement industry. In May 2019, Priyankar transitioned to HSBC Global Asset Management as a consumer analyst. This role provided him with a comprehensive understanding of India's consumption sector. Collaborating with the offshore fund management team in Hong Kong, led by Mr. Sanjiv Duggal, offered him significant insights into Foreign Institutional Investor (FII) investment strategies in India. Subsequently, in September 2021, Priyankar assumed responsibility for managing a portion of the equity portfolio at Ananta Capital. His responsibilities there included covering a range of sectors such as healthcare, music streaming, and manufacturing. A prerequisite for fund management is a robust grasp of various industries, enabling an appreciation of diverse business models and their core performance drivers. Priyankar’s investment approach has been significantly shaped by the mentorship of prominent Indian stock-picking experts, including Mr. Vinod Sethi (formerly MD, Morgan Stanley) and veteran investor Mr. Ramesh Damani. Academically, Priyankar holds a Bachelor of Engineering (Honours) from the University of Liverpool, UK, and an MBA (Finance) from Symbiosis Institute of Business Management, Bengaluru.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
1 Yrs, 2 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 1.25%

Variable Fee

AMC: No Option

Hurdle: 10.00%

Profit Sharing: 15% Profit Sharing above 10% Hurdle

Exit Load

Year 1: 1.5%

Year 2: 1%

Year 3: 0.5%

Interested in ?

Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.

Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)