Business Today
Subscribe
PMS TodayUS NewsIndiaUPSTARTWeatherBT ShortsNRIEducationElection
BT India 100BT GolfBT Mindrush
Search

COMPANIES

No Data Found

NEWS

No Data Found
Advertisement
News
pms
Aequitas - India Opportunities Product
Aequitas - India Opportunities Product

Aequitas - India Opportunities Product

  • Aequitas Investment Consultancy Private Ltd
  • Small Cap
  • 3
    Out of 13*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age12 years, 6 months
0.15%
3.37%
Hurdle Rate**0.00%
Fixed feeNo Option
Min. Investment₹25 Crs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (90.03%)
Allocation by Market Cap
Small Cap (8.24%)
Mid Cap (1.73%)
Large Cap (0%)
Sector Holdings
  • Capital Goods4%
  • Oil, Gas & Consumable Fuels1.73%
  • Forest Materials1.58%
  • Fast Moving Consumer Goods1.23%
  • Services0.84%
Stock Holdings
  • Technocraft Industries India Limited4%
  • Petronet LNG Limited1.73%
  • JK Paper Ltd1.58%
  • Gujarat Ambuja Exports Limited1.23%
  • Sanghvi Movers Limited0.84%

bt_logoPORTFOLIO MANAGERS

Siddhartha Bhaiya
  • Manager Rank1 Out of 15
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM3355.91
  • Highest Return In 1 Yr15.37%
Profile

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.

Other Schemes
  • table
  • Grid
Compare
Aequitas - India Opportunities Product
AUM (₹ Cr)
₹3,355.91 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
24 Out of 25
Fixed Fee
No Option
Scheme Return
0.15%
Benchmark Return
3.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
3355.91
(As on Jun, 2025)
Inception Date
Feb 01, 2013
Min. Investment
₹25 Crs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
2.00%
Hurdle Rate
No Option
Profit Sharing
10% of profit (post all expenses)
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

bt_logoINVESTMENT PHILOSOPHY

Objective

Long term wealth creation

Investment Approach

Risk averse, Cost efficient, Risk efficient, Tax efficient, Simple, Transparent and Easy to manage

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

India’s Health Insurance Crisis: What’s Causing Mistrust & Why It Matters2:26India’s Health Insurance Crisis: What’s Causing Mistrust & Why It Matters
India’s Borrow-to-Spend Culture – Sanjay Kathuria On Good vs Bad Debt3:22India’s Borrow-To-Spend Culture – Sanjay Kathuria On Good Vs Bad Debt
McKinsey India's Rajat Dhawan: India’s Electric Mobility and Battery Demand to Grow 20x in 15 Years1:50McKinsey India's Rajat Dhawan: India’s Electric Mobility and Battery Demand to Grow 20x in 15 Years
The Good And Bad Of India’s EMI Culture – Sarthak Ahuja at India @1003:43The Good And Bad Of India’s EMI Culture – Sarthak Ahuja at India @100
Trump Tariffs Hit Indian Exports & MSMEs Hard: GTRI, FIEO | BT India@1004:05Trump Tariffs Hit Indian Exports & MSMEs Hard: GTRI, FIEO | BT India@100
Amitabh Chaudhry MD & CEO Axis Bank: No systemic NPA crisis expected in next 10-15 years2:14Amitabh Chaudhry MD & CEO Axis Bank: No Systemic NPA Crisis expected In Next 10-15 Years
Trump Tariffs To Hit 60% Of India’s Exports: FIEO, EY Leaders | BT India@1002:52Trump Tariffs To Hit 60% Of India’s Exports: FIEO, EY Leaders | BT India@100
Exclusive: DIPAM Secretary On The Impact Of Trump Tariffs On Disinvestment | BT India@1002:21Exclusive: DIPAM Secretary On The Impact Of Trump Tariffs On Disinvestment | BT India@100
Montek Ahluwalia Flags Risks of Linking Farm Reforms to Trade, Says Reforms Need Internal Consensus2:59Montek Ahluwalia Flags Risks Of Linking Farm Reforms To Trade, Says Reforms Need Internal Consensus
India’s Growth Potential & The Road Ahead | Neelkanth Mishra at India@1006:57India’s Growth Potential & The Road Ahead | Neelkanth Mishra at India@100
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Aequitas - India Opportunities Product
AUM (₹ Cr)
₹3,355.91 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
24 Out of 25
Fixed Fee
No Option
Scheme Return
0.15%
Benchmark Return
3.37%
Hem securities - India Rising SME Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 25
Fixed Fee
No Option
Scheme Return
6.81%
Benchmark Return
3.43%
Fort Capital - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 25
Fixed Fee
2.00%
Scheme Return
6.12%
Benchmark Return
3.68%
Equitree - Emerging Opportunities
AUM (₹ Cr)
₹792.16 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 25
Fixed Fee
No Option
Scheme Return
5.9%
Benchmark Return
3.68%
Dynamo
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 25
Fixed Fee
2.50%
Scheme Return
5.24%
Benchmark Return
3.68%
Transformative Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 25
Fixed Fee
2.50%
Scheme Return
4.72%
Benchmark Return
3.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Aequitas Investment Consultancy Private Ltd
Aequitas Investment Consultancy Private Ltd manages assets worth Rs 3355.91 crores. Its current offering of PMS schemes includes 1 Small Cap scheme.

AUM (₹ cr)

3,355.91 (As on Jun, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Aequitas - India Opportunities Product
AUM (₹ Cr)
₹3,355.91 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
24 Out of 25
Fixed Fee
No Option
Scheme Return
0.15%
Benchmark Return
3.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Aequitas - India Opportunities Product?
There is no option for Hurdle rate.
What is the fixed fee charged in Aequitas - India Opportunities Product ?
The fixed fee charged in Aequitas - India Opportunities Product is No Option.
What is the variable fee charged in Aequitas - India Opportunities Product ?
The variable fee charged in Aequitas - India Opportunities Product is 2.00%.
What is the profit sharing in Aequitas - India Opportunities Product ?
The profit sharing in Aequitas - India Opportunities Product is 10% of profit (post all expenses).
What is the minimum investment in Aequitas - India Opportunities Product ?
The minimum investment in Aequitas - India Opportunities Product is ₹25 Crs
What type of scheme is Aequitas - India Opportunities Product?
Aequitas - India Opportunities Product is an scheme. It falls in the Small Cap category.
What is the inception date of Aequitas - India Opportunities Product?
The inception date of Aequitas - India Opportunities Product is Feb 01, 2013.
What is the exit load of Aequitas - India Opportunities Product?
Exit load is 0%

bt_logoTop Stories