Aequitas

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About Company

Aequitas is a boutique investment business that focuses in investing in small-cap companies that we anticipate will be major players in the future, based on extensive research. Over a hundred UHNIs, family offices, and FPIs are among our clientele. With an AUM of INR 2,000 crore, our CAGR of 30% has consistently outpaced the Nifty.

Fund Snapshot

Year of Inception 2019
Number of Stocks 15-16 stocks
Investment Horizon 3 Years
Fund Managers Siddhartha Bhaiya

Unique Features

Multibagger Approach

Growth X Contrarian = VALUE

Growth:

For the next 3-5 years, the firm must be a growing company with above-average growth potential. The markets reward growth firms with a greater PE multiple.

Contrarian:

Contrarian thinking does not imply doing things in the opposing direction of others; rather, it entails doing things differently. Investing in well-known brands will not result in multi-bagger profits.

Value:

The cost of the item must be reasonable. This is significant since there must be the possibility of re-rating. Multi-bagger gains result from a mix of EPS growth and PE re-rating.

Performance
Small-cap expertise
Client focus
Process driven

Reasons to choose

  • One of India’s best-performing mutual funds
  • A long-term plan focused on generating wealth.
  • Excessive profits
  • Multi-bagger Strategy
  • Client Relationships on a One-to-One Basis
  • Low transaction costs and a low churn rate
  • Long-term holdings are taxed at a lower rate than short-term holdings.
  • There are no distributors or intermediaries; the company has developed via referrals.
  • Returns with the lowest risk
  • The best performance over the last five years

Company Attributes

  • The majority of the businesses in our portfolio are market leaders with a long-term competitive advantage.
  • Companies must have very low debt levels, and some of them are actually cash positive.
  • A solid long-term performance record, strong dividend payment record, and corporate governance procedures are required.
  • The portfolio price-to-earnings ratio is lower than the market price-to-earnings ratio (adjusted for cyclicality in earnings).
  • In the 12 months leading up to our initial acquisition, the majority of the corporations had done buy-backs or creeping acquisitions.
  • Companies with strong and continuous cash flow generation are included in the portfolio

FAQ

What is the inception date of the Aequitas India Opportunities Fund?

01 February 2013

What is Aequitas AMC?

Based on comprehensive research, Aequitas is a boutique investment firm that focuses on investing in small-cap firms that we believe will be big players in the future.

What is the performance of Aequitas till now?

Among our clients are over a hundred UHNIs, family offices, and FPIs. Our 30 per cent CAGR has regularly surpassed the Nifty with an AUM of INR 2,000 crore.

What is the growth prospect of the Aequitas Multibagger Approach?

The organisation must be a growing company with above-average growth potential over the next 3-5 years. Markets reward growing companies with a higher PE multiple.

What does Aequitas India Opportunities Fund look for in companies?

The bulk of the portfolio’s companies is market leaders with a long-term competitive edge. Companies must have extremely low debt levels, and some must be cash positive. A robust track record of long-term success, dividend payments, and corporate governance procedures are necessary.

About Fund Manager

Siddhartha ( Managing Director & Fund Manager )

Siddhartha-Managing Director & Fund Manager-AequitasSiddhartha started AICPL in 2012, intending to help customers build long-term wealth. Siddhartha has beaten NIFTY over the last nine years as a fund manager for AICPL, delivering industry-leading CAGR returns. Before joining AICPL, he worked at Reliance Capital Asset Management, managing assets.

Finally, it is decided that building your portfolio with Aequitas Investment is a viable option because the firm has demonstrated excellent performance and has one of the greatest three-year track records. The corporate portfolio manager’s goal is to seek and choose stocks in companies with higher return ratios than the market and at cheaper values than the market, which will benefit clients by earning higher returns.

Investment Philosophy

  1. Our investing philosophy is simple: we want to build a world where everyone’s dreams come true.
  2.  We think that although saving does not produce money for you, investing wisely does.
  3. How much wealth you produce is determined by how well you invest it.4)
  4. We are motivated by the desire to provide our clients with exceptional results.
  5. Our investments are led by a multi-bagger strategy that uses significant in-house research to identify long-term potential.

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.