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India Opportunities Product

Aequitas Investment Consultancy Pvt Ltd
PMS Small Cap
Benchmark
Nifty 50 TRI
Inception Date
1 February 2013
Min. Investment
₹25,00,00,000
AUM (Cr.)
₹4264.64
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Risk averse, Cost efficient, Risk efficient, Tax efficient, Simple, Transparent and Easy to manage

Investment Objective

Long term wealth creation

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 5.07% -0.28% 5.35%
3 MONTHS 12.66% 6.33% 6.33%
6 MONTHS 28.15% 2.92% 25.23%
1 YEAR 41.81% 11.88% 29.93%
2 YEAR 26.75% 10.97% 15.78%
3 YEAR 45.37% 14.32% 31.05%
5 YEAR 45.18% 14.68% 30.50%
SINCE INCEPTION 33.13% 13.39% 19.74%

Calendar Year Performance

Year Return
CY 2025 41.81%
CY 2024 13.32%
CY 2023 91.23%
CY 2022 18.64%
CY 2021 76.87%
CY 2020 19.49%
CY 2019 -32.39%
CY 2018 -18.83%
CY 2017 122.50%
CY 2016 28.38%
CY 2015 21.96%
CY 2014 152.36%
CY 2013 8.69%

Financial Year Performance

Year Return
FY 26_YTD 30.11%
FY 25 17.41%
FY 24 82.83%
FY 23 19.82%
FY 22 71.04%
FY 21 108.21%
FY 20 -54.41%
FY 19 -19.62%
FY 18 59.78%
FY 17 92.70%
FY 16 10.34%
FY 15 105.85%
FY 14 44.13%
FY 13 -10.88%

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

Fund Managers

Siddhartha Bhaiya

Managing Director and Fund Manager

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.

Portfolio Details

Portfolio Composition

Large Cap
0.00%
Mid Cap
5.13%
Small Cap
1.16%
Cash & Equivalent
93.71%

Top 5 Holdings

  • Technocraft Industries India Limited 2.01%
  • Petronet LNG Limited 1.16%
  • JK Paper Ltd 0.99%
  • Gujarat Ambuja Exports Limited 0.99%
  • Sanghvi Movers Limited 0.72%

Top 5 Sectors

  • Capital Goods 2.01%
  • Oil, Gas & Consumable Fuels 1.16%
  • Fast Moving Consumer Goods 0.99%
  • Forest Materials 0.99%
  • Services 0.72%

Portfolio Characteristics

total number of stocks
38
top 5 stocks percent
5.87%
top 5 sectors percent
5.87%
average market cap
N/A
portfolio age
12 Yrs, 10 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 2.00%

Hurdle: No Option

Profit Sharing: 10% of profit (post all expenses)

Exit Load

Year 1: 0%

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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