Equitree - Emerging Opportunities

EQUITY SMALL CAP

Equitree Capital is a SEBI registered PMS focused on long term value creation.

+31.78%

3Y annualised returns

+14.94%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

01 Oct '17

Total AUM

₹895.52Cr

Min. investment

₹1,00,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity82.3%

Cash17.7%

Equity market cap split

Small Cap82.1%

Large Cap1.1%

Mid Cap0.1%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹1,00,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

PB
Pawan Bharaddia
Co-founder & Head of Investments
View details

About

Mr. Pawan is the driving force of the company and spearheads all investments at Equitree. He has been an astute investor with over 20 years of successful investing experience across private & public markets. His calm and patient demeanor with a dogged attitude to detailing profoundly assists in identifying niche investment opportunities early on and taking long term bets. Prior to co-founding Equitree, he has held senior positions in private equity firms like Nine Rivers Capital, Axis Holdings & Frontline Ventures. In early part of his career, he has also worked with global organizations like Chase Manhattan Bank and ABN Amro Bank. Pawan is a qualified Chartered Accountant and a Bachelor of Commerce from Mumbai University and is based in Mumbai.

Experience

Over 20 years of successful investing experience.

Investment philosophy

Investing across private and public markets with a focus on niche opportunities.

Previously worked at