COMPARE PMS SCHEMES| Category | Small Cap | Small Cap | |
|---|---|---|---|
| AUM (₹ cr) | 4063.58 | UNDISC. | |
| Fixed Fee | No Option | No Option | |
| Variable Fee | 2.00% | 2.00% | |
| Hurdle Rate | No Option | 10.00% | |
| Profit Sharing | 10% of profit (post all expenses) | 20% Profit Sharing Above 10% Hurdle | |
| Benchmark | Nifty 50 TRI | S&P BSE 500 TRI | |
| Portfolio Age | 12 years, 11 months | 3 years, 10 months |
 Siddhartha Bhaiya |  Mohit Nigam | ||
| 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. Mohit Nigam has professional experience and thorough knowledge across markets in Equities, Forex and Bonds. Before heading PMS in Hem Securities Ltd, he has worked with Axis Bank (Treasury) for managing SLR portfolio of the bank. He has also contributed in hedging strategies of the bank. Earlier to Axis Bank, he was a part of Forex Trading India Group (Treasury) wherein he provided mid and large corporate advisory services. Speaking of academics, he is a Chartered Accountant (AIR-42) and a Company Secretary (AIR-23). He also holds a management degree from Indian Institute of Foreign Trade, Delhi. |
| Allocation by Market Cap |
| Undisclosed | |
|---|---|---|---|
| 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% | Undisclosed | |
| 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% | Undisclosed |
| Min. Investment | 250000000 | 5000000 | |
|---|---|---|---|
| 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. |
