Aequitas India Fund OEIC Limited

About Company

Over a hundred UHNIs, family offices, and NRI investors are among AICPL’s clientele. With a market capitalization of $250 million, its CAGR of 25% over 9 years has consistently outpaced the NIFTY. A million-dollar investment placed with the business in February 2013 would now be worth $7.57 million, vs $1.97 million for NIFTY and $2.66 million for Small Cap.AICPL’s investing philosophy is motivated by a long-term multi-bagger approach for wealth generation, making it one of India’s top-performing funds. Its portfolios are unique, and it maintains direct contact with clients rather than relying on distributors or intermediaries.

Fund Snapshot

Minimum Investment:	1 Million US Dollar
Investment Horizon:	3 to 5 Years
Inflow Mode:	Cash
Performance Sharing:	10% profit sharing with high-water marking charged annually at the end of the financial year

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About Fund Manager

Siddhartha ( Managing Director & Fund Manager )

Siddhartha 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 a higher returns.

Investment Philosophy

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

Investment Objective

The Fund’s principal investment goal will be to achieve long-term capital growth by investing in equities or equity-related instruments (excluding derivatives) of firms listed on the Indian stock exchange while limiting risk. The Fund will not invest in derivatives or other complex financial products, and its portfolio will have a low turnover rate. The Fund aims to outperform the NIFTY, India’s benchmark index, over the long term.

The Forte

Contrarian: Out-of-favour industries
Process Driven: Comprehensive research approach
In-house Research: Zero reliance on external agencies
Moats: Industry leaders
Fundamentals & Valuation: High margin of safety

Company Attributes

So, what’s the secret to our success? Industry leaders with minimal debt, solid company governance, and substantial promoter shares have the potential for disproportionately big long-term gains, according to our thorough study.

Leaders in the industry with a solid, long-term competitive edge
Companies that are debt-free or have a positive cash flow
Companies with excellent corporate governance standards
Valuations: The portfolio price-to-earnings ratio is lower than the market price-to-earnings ratio.
In the last 12 months, there has been an increase in promoter shares.
A track record of generating cash flow

Multi-Bagger Approach

We take a contrarian approach to investing by seeking high-growth firms in out-of-favor areas that are severely undervalued, a tried and true strategy that has delivered outsized returns for our investors.

Taking a contrarian attitude entails doing things in a unique way. Ones with the correct potential offer multi-bagger returns, not popular stocks.
For the next 3–5 years, we carefully examine rising firms with above-average growth prospects. Growth firms are rewarded by the markets with a greater PE multiple.
Investing in such businesses at a large discount to their true worth provides a safety net.
Multi-bagger gains result from a mix of EPS growth and PE re-rating.

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Fund Overview

This Offshore Fund is registered as an Exempt Fund with the Dubai Financial Services Authority (DFSA) to handle collective investment money, and the Fund Manager is Aequitas Investments (DIFC) Limited, which is DFSA-regulated.

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