COMPARE PMS SCHEMES| Category | Small Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 4063.58 | ||
| Fixed Fee | No Option | ||
| Variable Fee | 2.00% | ||
| Hurdle Rate | No Option | ||
| Profit Sharing | 10% of profit (post all expenses) | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 12 years, 10 months |
 Siddhartha Bhaiya | |||
| Profile | Meet Siddhartha Bhaiya, the dynamic force behind Aequitas Investments. As the Managing Director and CIO at Aequitas Investment Consulting Pvt. Ltd., he's reshaping the world of finance with his sharp insights and contrarian stock-picking approach. With over 25 years of experience in Equity research and fund management, Siddhartha has propelled Aequitas to deliver jaw-dropping 33% CAGR returns over more than 12 years. With a deep focus on valuations, his latest venture focuses on the East Asian Markets. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Capital Goods 2.22% Fast Moving Consumer Goods 0.87% Forest Materials 1.12% Oil, Gas & Consumable Fuels 1.2% Services 0.75% | ||
| Stock Holdings | Gujarat Ambuja Exports Limited 0.87% JK Paper Ltd 1.12% Petronet LNG Limited 1.2% Sanghvi Movers Limited 0.75% Technocraft Industries India Limited 2.22% |
| Min. Investment | 250000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0% |
