COMPARE PMS SCHEMES| Category | Small Cap | Small Cap | |
|---|---|---|---|
| AUM (₹ cr) | 3963.08 | 1041.51 | |
| Fixed Fee | No Option | No Option | |
| Variable Fee | 2.00% | 2.00% | |
| Hurdle Rate | No Option | 0% | |
| Profit Sharing | 10% of profit (post all expenses) | 20% Profit Sharing on all profits(Portfolio Exit/Double) | |
| Benchmark | Nifty 50 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 12 years, 10 months | 8 years, 2 months |
 Siddhartha Bhaiya |  Pawan Bharaddia | ||
| 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. | 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. |
| Allocation by Market Cap |
| Undisclosed | |
|---|---|---|---|
| Sector Holdings | Capital Goods 2.4% Fast Moving Consumer Goods 0.87% Forest Materials 1.27% Oil, Gas & Consumable Fuels 1.31% Services 0.93% | Undisclosed | |
| Stock Holdings | Gujarat Ambuja Exports Limited 0.87% JK Paper Ltd 1.27% Petronet LNG Limited 1.27% Sanghvi Movers Limited 0.93% Technocraft Industries India Limited 2.4% | Undisclosed |
| Min. Investment | 250000000 | 10000000 | |
|---|---|---|---|
| SIP Option | Not Available | Not Available | |
| STP Option | Not Available | Not Available | |
| Exit Load | Exit load is 0% | Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter. |
