SmartBlend ETF · Portfolio Management Service
A multi-asset strategy using ETFs
SmartBlend ETF moves across equity, debt, gold, silver, REITs and InvITs using ETFs and fund-of-funds. Rule-based signals are tracked weekly and reviewed by the fund manager. The portfolio holds no individual stocks.
Performance
18.4% since inception, against −6.5% for the Nifty 50 TRI
As on 30 September 2026. Inception 12 August 2025. Ranked 3rd of 25 comparable multi-asset PMS strategies on one-year returns (PMS Bazaar data as on 31 August 2026).
18.4%
- Nifty 50 TRI
- −6.5%
13.6%
- Nifty 50 TRI
- −7.1%
6.6%
- Nifty 50 TRI
- 2.1%
Returns are pre-tax and after expenses. Periods under one year are absolute; one year and above are annualised. Performance of the strategy is not indicative of future results and is not verified by SEBI. PMS is managed by Merisis Advisors Private Limited, SEBI Registered Portfolio Manager INP000006846. Investments in securities are subject to market risks. Read all related documents carefully before investing.
How it works
Rules
Signals across asset classes, market caps and sectors are tracked weekly.
Judgement
The fund manager reviews every signal.
Buffer
A non-equity buffer keeps the portfolio ready for the next rotation. As on 30 September 2026: equity 73.4%, InvIT and REIT 9.7%, precious metals 9.7%, cash 7.2%.
Who it suits
For
Family offices, discerning investors, founders and promoters.
Not for
Investors who may need the money within two years.
Factsheet
SmartBlend ETF factsheet
Strategy, allocation, fees and performance as on 30 September 2026.
Questions we are often asked
An actively managed, long-only multi-asset PMS strategy. It invests across equity, debt, gold, silver, REITs and InvITs through ETFs and fund-of-funds, using a rules-based rotation that is tracked weekly.
A fixed fee of 1% plus 20% of returns above a 10% hurdle, on a high-water mark basis, both including GST. There is an exit load of 0.50% in year 1, and none in years 2 and 3.
₹50 lakh.
Merisis Advisors Private Limited, a SEBI-registered Portfolio Manager (INP000006846). Merisis Wealth refers clients to Merisis Advisors.
Yes. Investments are subject to market risk, and past performance is not indicative of future results.
Regulatory information
Managed by Merisis Advisors Private Limited, SEBI Registered Portfolio Manager INP000006846. Past performance is not indicative of future results. Any past back-tested or current performance information is not verified by SEBI. Read the PMS Disclosure Document before investing.
Next step
Get a clear view of where you stand
A 30-minute call with a Merisis advisor about your goals.
- A response within one business day
- One advisor who knows your situation
- AMFI registered distributor, ARN 220145