Aequitas - India Opportunities Product

Aequitas Investment Consultancy Private Ltd
SMALL CAP

3

Out of 12*
Compare
Share

Portfolio age 12 years, 1 months

0.98%

-0.45%

Hurdle Rate** 0.00%

Fixed fee 2.00%

Min. Investment ₹25 Cr

*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

TRAILING PERFORMANCE

(As on 31/01/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (11.22%)

CASH AND EQUIVALENT (88.78%)

Allocation by Market Cap

Small Cap (8.96%)

Mid Cap (2.26%)

Sector Holdings

Capital Goods 4.59%
Oil, Gas & Consumable Fuels 2.26%
Forest Materials 2.06%
Fast Moving Consumer Goods 1.60%
Construction 1.24%

Stock Holdings

Gold ETFs 68.21%
Liquid Fund 17.23%
Technocraft Industries India Limited 4.76%
Technocraft Industries India Ltd. 4.62%
JK Paper Ltd 2.48%

PORTFOLIO MANAGERS

Siddhartha Bhaiya

Manager Rank 3 Out of 14
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM ₹2715.39 Cr
Highest Return In 1 Yr 7.59%

Profile

Siddhartha a qualified Charter ed Accountant is the driving force behind Aequitas & has over 13 years of experience into Equity research and Equity Fund Managem ent. Siddhartha started his career as a Research Analyst with Sushil Finance and has worked with Strat cap Securities. Principal PNB AMC & Reliance Capital Asset Management (RCAM)

Other Schemes

1M 3M 6M 1Y 3Y 5Y