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Equitree - Emerging Opportunities
Equitree - Emerging Opportunities

Equitree - Emerging Opportunities

  • Equitree Capital Advisors Private Ltd
  • Small Cap
  • 3
    Out of 12*
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Portfolio age8 years, 2 months
2.1%
4.27%
Hurdle Rate**0%
Fixed feeNo Option
Min. Investment₹1 Cr
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Pawan Bharaddia
  • Manager Rank2 Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1041.51
  • Highest Return In 1 Yr5.23%
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.

Other 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_logoFUND SUMMARY

AUM (₹ Cr)
1041.51
(As on Oct, 2025)
Inception Date
Oct 01, 2017
Min. Investment
₹1 Cr
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
2.00%
Hurdle Rate
0%
Profit Sharing
20% Profit Sharing on all profits(Portfolio Exit/Double)
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bt_logoINVESTMENT PHILOSOPHY

Objective

Equitree Capital is a SEBI-registered PMS that pursues long-term value creation by identifying under-researched small- and micro-cap businesses trading well below intrinsic worth. We take meaningful minority stakes, and let disciplined patience unlock sustainable compounding for our investors.

Investment Approach

It focusses on investing in listed small and micro cap emerging businesses with bright prospects and strong management whose full potential is yet to realize in the market.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Equitree - Emerging Opportunities
AUM (₹ Cr)
₹1,041.51 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
20 Out of 28
Fixed Fee
No Option
Scheme Return
2.1%
Benchmark Return
4.27%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 28
Fixed Fee
2.50%
Scheme Return
10.5%
Benchmark Return
4.27%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 28
Fixed Fee
No Option
Scheme Return
9.47%
Benchmark Return
4.27%
FACTORALPHA SMALLCAP PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.00%
Scheme Return
8.7%
Benchmark Return
4.27%
Emerging
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
No Option
Scheme Return
5.78%
Benchmark Return
4.62%
Smart Alpha Small & Micro Cap
AUM (₹ Cr)
₹46.00 Cr
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
5.59%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

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.

AUM (₹ cr)

1,041.51 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
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 hurdle rate of Equitree - Emerging Opportunities?
The hurdle rate of Equitree - Emerging Opportunities is 0%.
What is the fixed fee charged in Equitree - Emerging Opportunities ?
The fixed fee charged in Equitree - Emerging Opportunities is No Option.
What is the variable fee charged in Equitree - Emerging Opportunities ?
The variable fee charged in Equitree - Emerging Opportunities is 2.00%.
What is the profit sharing in Equitree - Emerging Opportunities ?
The profit sharing in Equitree - Emerging Opportunities is 20% Profit Sharing on all profits(Portfolio Exit/Double).
What is the minimum investment in Equitree - Emerging Opportunities ?
The minimum investment in Equitree - Emerging Opportunities is ₹1 Cr
What type of scheme is Equitree - Emerging Opportunities?
Equitree - Emerging Opportunities is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Equitree - Emerging Opportunities?
The inception date of Equitree - Emerging Opportunities is Oct 01, 2017.
What is the exit load of Equitree - Emerging Opportunities?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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