Aequitas Investment
India Opportunities Product
Aequitas Investment's India Opportunities Product is a Small Cap Portfolio Management Services (PMS) strategy managed by Siddhartha Bhaiya, operational since Feb 2013. Benchmark: Nifty 50 TRI.
AUM
₹2,637 Cr
Min investment
₹25 Cr
Inception
Feb 2013
Fund manager
Siddhartha Bhaiya
The Aequitas India Opportunities Product follows a concentrated, contrarian multibagger strategy with a Focuses on out-of-favor, contrarian stock picks with high growth potential available at reasonable valuations.
6M
+3.0%
1Y
+32.0%
5Y
+33.1%
Since inception
+32.0%
6M
+11.1%
1Y
+37.4%
5Y
+23.1%
Since inception
—
6M
-8.1%
1Y
-5.4%
5Y
+10.0%
Since inception
+12.2%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Feb 2013)
Hypothetical illustration based on published TWRR over 13.5 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
16-20 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
34%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
High watermark means you pay performance fees only on new highs — never twice for the same gains after a drawdown recovery.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.