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Equitree Capital Advisors Private Ltd
Equitree Capital Advisors Private Ltd

Equitree Capital Advisors Private Ltd

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AUM₹ 1,041.51 Cr
(As on Oct, 2025)
No. of schemes1
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About Equitree Capital Advisors Private Ltd

Equitree Capital Advisors Private Ltd manages assets worth Rs 1041.51 crores. Its current offering of PMS schemes includes 1 Small Cap scheme.

bt_logoPORTFOLIO MANAGERS

Pawan Bharaddia
Pawan Bharaddia
  • Schemes managed 1
  • Total AUM ₹1,041.51 Cr
  • Highest return in 1 year +5.23 %
Profile

Mr. Pawan Bharadia: Pawan is the driving force of the company and spearheads all investments at Equitree. He has been an astute investor with over 25 years of successful investing experience across private & public markets. His calm and patient demeanor with a dogged attitude to detailing profoundly assists in identifying niche investment opportunities early on and taking long term bets. Prior to co-founding Equitree, he has held senior positions in private equity firms. In early part of his career, he has also worked with global organizations like Chase Manhattan Bank and ABN Amro Bank. Pawan is a qualified Chartered Accountant and a Bachelor of Commerce from Mumbai University and is based in Mumbai.

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bt_logoAMC DETAILS

Address
M-4, President Plaza,Nr. Krushi Mangal Hall, Ring Road,SURAT,,GUJARAT,INDIA,395002
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bt_logoPMS SCHEMES

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Equitree - Emerging Opportunities
AUM (₹ Cr)
₹1,041.51 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
20 Out of 28
Fixed Fee
No Option
Scheme Return
2.1%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Equitree Capital Advisors Private Ltd ?
The total AUM managed by Equitree Capital Advisors Private Ltd is ₹ 1,041.51 crores
What is the total number of schemes managed by Equitree Capital Advisors Private Ltd ?
The total number of schemes managed by Equitree Capital Advisors Private Ltd is 1
What is the best performing PMS scheme of Equitree Capital Advisors Private Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Equitree - Emerging Opportunities.
What is the best performing PMS scheme of Equitree Capital Advisors Private Ltd in 3 years?
The best performing PMS scheme of Equitree Capital Advisors Private Ltd in 3 years is Equitree - Emerging Opportunities

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