Special 
| Category | SMALL CAP | ||
|---|---|---|---|
| AUM (₹ cr) | 2715.39 | ||
| Fixed Fee | 2.00% | ||
| Variable Fee | No Option | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | 10% of profit (post all expenses) | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 12 years, 1 months |
 Siddhartha Bhaiya | |||
| 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) |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Capital Goods 4.59% Construction 1.24% Fast Moving Consumer Goods 1.6% Forest Materials 2.06% Media, Entertainment & Publication 0.71% Oil, Gas & Consumable Fuels 2.26% | ||
| Stock Holdings | Gold ETFs 68.21% Gujarat Ambuja Exports Limited 2.08% JK Paper Ltd 2.48% JK Paper Ltd. 2.07% Liquid Fund 17.23% Petronet LNG Limited 2.28% Sanghvi Movers Limited 1.24% Technocraft Industries India Limited 4.76% Technocraft Industries India Ltd. 4.62% |
| Min. Investment | ₹250000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0% |
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