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Equitree - Emerging Opportunities
Equitree  - Emerging Opportunities

Equitree - Emerging Opportunities

  • Equitree Capital Advisors Private Ltd
  • Small Cap
  • 2
    Out of 13*
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PMS Bazaar
Portfolio age7 years, 10 months
5.9%
3.68%
Hurdle Rate**0%
Fixed feeNo Option
Min. Investment1 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

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 (14.52%)
Allocation by Market Cap
Small Cap (84.22%)
Mid Cap (0%)
Large Cap (1.26%)
Sector Holdings
  • Capital Goods36.78%
  • Textiles10.99%
  • Chemicals10.65%
  • Oil, Gas & Consumable Fuels8.12%
  • Automobile and Auto Components6.49%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Pawan Bharaddia
  • Manager Rank3 Out of 15
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM792.16
  • Highest Return In 1 Yr13.55%
Profile

Mr. Pawan Bharadia: Pawan is the driving force of the company and spearheads all investments at Equitree. He has been an astute investor with over 25 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. 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.

Other Schemes
AUM (₹ Cr)
₹792.16 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
3 Out of 25
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹792.16 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 25
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 25
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 25
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 25
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Equitree Capital Advisors Private Ltd
Equitree Capital Advisors Private Ltd manages assets worth Rs 792.16 crores. Its current offering of PMS schemes includes 1 Small Cap scheme.

AUM (₹ cr)

792.16 (As on Jun, 2025)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
₹792.16 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
3 Out of 25
Fixed Fee
No Option
*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 Equitree - Emerging Opportunities?
The hurdle rate of Equitree - Emerging Opportunities is 0%.
What is the fixed fee charged in Equitree - Emerging Opportunities ?
The fixed fee charged in Equitree - Emerging Opportunities is No Option.
What is the variable fee charged in Equitree - Emerging Opportunities ?
The variable fee charged in Equitree - Emerging Opportunities is 2.00%.
What is the profit sharing in Equitree - Emerging Opportunities ?
The profit sharing in Equitree - Emerging Opportunities is 20% Profit Sharing on all profits(Portfolio Exit/Double).
What is the minimum investment in Equitree - Emerging Opportunities ?
The minimum investment in Equitree - Emerging Opportunities is ₹1 Cr
What type of scheme is Equitree - Emerging Opportunities?
Equitree - Emerging Opportunities is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Equitree - Emerging Opportunities?
The inception date of Equitree - Emerging Opportunities is Oct 01, 2017.
What is the exit load of Equitree - Emerging Opportunities?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.