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Emerging Opportunities

Equitree Capital Advisors Pvt Ltd
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 October 2017
Min. Investment
₹1,00,00,000
AUM (Cr.)
₹1122.99
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

It focusses on investing in listed small and micro cap emerging businesses with bright prospects and strong management whose full potential is yet to realize in the market.

Investment Objective

Equitree Capital is a SEBI-registered PMS that pursues long-term value creation by identifying under-researched small- and micro-cap businesses trading well below intrinsic worth. We take meaningful minority stakes, and let disciplined patience unlock sustainable compounding for our investors.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.30% -0.24% -1.06%
3 MONTHS -6.43% 5.02% -11.45%
6 MONTHS -7.93% 1.63% -9.56%
1 YEAR -11.70% 7.63% -19.33%
2 YEAR 15.53% 11.64% 3.89%
3 YEAR 33.86% 16.40% 17.46%
5 YEAR 34.53% 16.82% 17.71%
SINCE INCEPTION 7.65% 14.44% -6.79%

Calendar Year Performance

Year Return
CY 2025 -11.70%
CY 2024 51.17%
CY 2022 3.79%
CY 2021 76.98%
CY 2020 20.30%
CY 2019 -43.58%
CY 2018 -38.45%
CY 2017 -0.17%

Financial Year Performance

Year Return
FY 26_YTD 3.07%
FY 25 38.26%
FY 24 89.63%
FY 23 -2.28%
FY 22 35.87%
FY 21 131.37%
FY 20 -60.05%
FY 19 -36.43%
FY 18 -11.91%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

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.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
25
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
2240
portfolio age
8 Yrs, 2 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 2%

Hurdle: 0%

Profit Sharing: 20%

Exit Load

Year 1: 2%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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