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Aequitas Investment Consultancy Private Ltd
Aequitas Investment Consultancy Private Ltd

Aequitas Investment Consultancy Private Ltd

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AUM₹ 3,355.91 Cr
(As on Jun, 2025)
No. of schemes1
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About 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.

bt_logoPORTFOLIO MANAGERS

Siddhartha Bhaiya
Siddhartha Bhaiya
  • Schemes managed 1
  • Total AUM ₹3,355.91 Cr
  • Highest return in 1 year +15.37 %
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.

bt_logoFund Manager Interview Video

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds3:24
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bt_logoAMC DETAILS

Address
A-1003, The Capital Building, Behind ICICI Bank, BKC, Bandra (East), Mumbai 400051.
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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 total AUM managed by Aequitas Investment Consultancy Private Ltd ?
The total AUM managed by Aequitas Investment Consultancy Private Ltd is ₹ 3,355.91 crores
What is the total number of schemes managed by Aequitas Investment Consultancy Private Ltd ?
The total number of schemes managed by Aequitas Investment Consultancy Private Ltd is 1
What is the best performing PMS scheme of Aequitas Investment Consultancy Private Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Aequitas - India Opportunities Product.
What is the best performing PMS scheme of Aequitas Investment Consultancy Private Ltd in 3 years?
The best performing PMS scheme of Aequitas Investment Consultancy Private Ltd in 3 years is Aequitas - India Opportunities Product

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