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Fund Snapshot

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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 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.

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.

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

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Fund Overview

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