Aequitas Investment PMS

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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 higher returns.

Investment Strategy

Portfolio management services are available to high-net-worth individuals, Indian corporations, and non-resident Indians.
The portfolio management product’s main goal is to produce capital gains over the medium and long term by investing in equity-linked instruments of publicly traded corporations.
Aequitas Investment PMS employs a bottom-up strategy when selecting equities for inclusion in an investor’s portfolio, and portfolio management constructs portfolios based on the organisations’ high conviction opinions.
The portfolio’s equities are from high-quality companies with strong corporate governance.

Investment Pattern

The percentage invested in equity shares and IPOs ranges from 0% to 100%.
A total of 10 stocks can be invested, with a maximum of 30.
No single stock can account for more than 15% of the portfolio during the investment term.
No single sector should account for more than 30% of the whole portfolio during the investing term.

Benefits

The company strives to maintain a one-to-one relationship with the customers.
The company has only one product i.e. portfolio management service, and only one yardstick to measure its performance.
The company offers bespoke portfolios, not a model portfolio
Companies do not work with distributors
The company aim to construct a portfolio with 15-20 stocks across various sectors.

Portfolio Construction

Invest in high-quality businesses, with an emphasis on small and mid-cap growth.
The majority of market participants are concerned with a price; we are concerned with the company’s fundamentals.
Aim to build a portfolio of 15-20 equities from diverse industries.
Invest with a 3-5 year time horizon and a low churn rate in mind.
For a long period, a value can maintain a value. We’re always on the lookout for triggers that might lead to a stock re-rating.

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.

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

Unique Feature

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.

What Makes Them Different

No distributor reliance
Not influenced by financial news channels!
Don’t use Bloomberg. It’s an avoidable distraction!
Have only one product; efficient enough to measure the performance!
Bespoke portfolios rather than model portfolios.

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Fund Overview

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Year of Inception	2012
Minimum Investment	10 Crores
Number of Stocks	15-20 stocks
Investment Horizon	3-5 years
Performance Sharing	10% profit sharing with high watermarking to be charged annually at the end of the financial year