Aequitas - India Opportunities Product

EQUITY SMALL CAP

Risk averse, cost efficient, risk efficient, tax efficient, simple, transparent and easy to manage.

+41.99%

3Y annualised returns

+11.20%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

01 Feb '13

Total AUM

₹3,963.08Cr

Min. investment

₹10,00,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Cash93.4%

Equity6.6%

Equity market cap split

Small Cap5.5%

Mid Cap1.3%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹10,00,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

SB
Siddhartha Bhaiya
Managing Director & CIO, Aequitas Investment Consulting Pvt. Ltd.
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About

Meet Siddhartha Bhaiya, the dynamic force behind Aequitas Investments. As the Managing Director and CIO at Aequitas Investment Consulting Pvt. Ltd., he's reshaping the world of finance with his sharp insights and contrarian stock-picking approach. With over 25 years of experience in Equity research and fund management, Siddhartha has propelled Aequitas to deliver jaw-dropping 33% CAGR returns over more than 12 years. With a deep focus on valuations, his latest venture focuses on the East Asian Markets.

Experience

Over 25 years in equity research and fund management.

Investment philosophy

Contrarian stock-picking with a deep focus on valuations.

Awards