Aequitas Investment Consultancy Private Limited

Aequitas Investment Consultancy Private Limited

AUM (Cr.)

1248.75

No. of Clients

110

No. of Strategy

2

As On

31 July 2021

Aequitas is a boutique asset management company specialized in listed small-cap Indian equities. We are focused on long term wealth creation with our products: PMS a& AIF We are in the process of setting up our first offshore fund from DIFC.

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Aequitas - India Opportunities Product
SMALL CAP 100.39% 44.94% 10.28% 21.56% 01 Feb, 2013

* All performance above are as on 31st August 2021  * Above 1 year returns are in CAGR  

AIF Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Aequitas - Equity Scheme I
CAT III - LONG ONLY 169.05% 50.97% NA NA Mar 2019

* All performance above are as on 31st july 2021  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr.  Siddhartha Bhaiya

Mr. Siddhartha Bhaiya

Managing Director and Fund Manager

AMC Registered Address

"704 – 705, Balarama Building, Bandra Kurla Complex, " Near Family Court, Bandra (East), Mumbai – 400051.
SEBI Reg No : INP000004417

AMC Investor Login Link

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AMC Website Link

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AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.