Aequitas Investment Consultancy Pvt Ltd

AUM (Cr.)

3521.90

Clients

155

Inv. Approach

As On Date

31 August 2025

Aequitas is a boutique asset management company specialized in listed small-cap Indian equities. We are focused on long-term wealth creation with our products: PMS & AIF We are in the process of setting up our first offshore fund from DIFC.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
India Opportunities Product	Small Cap	14.03%	23.91%	37.62%	43.47%	Feb 2013

*Returns are as on 31st August 2025. *Returns over a 1-year period are annualized. *Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data), *NA (Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1

AIF Investments

AIF Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Equity Scheme I	Small Cap	-7.56%	9.72%	27.02%	38.32%	Mar 2019

*All performance above are as on 31st August 2025. *Above 1-year returns are in CAGR.

Portfolio Managers

Mr. Siddhartha Bhaiya

Managing Director and Fund Manager

The dynamic force behind Aequitas Investments, Siddhartha Bhaiya, is introduced. His astute observations and unconventional stock-picking strategy are revolutionizing the financial industry as the Managing Director and CIO of Aequitas Investment Consulting Pvt. Ltd. With more than 25 years of expertise in fund management and equity research, Siddhartha has led Aequitas to produce astounding 33% CAGR returns for more than 12 years. His most recent endeavor centers on the East Asian markets and has a strong emphasis on values.

AMC Reg. Address

A-1003, The Capital Building, Behind ICICI Bank, BKC, Bandra (East), Mumbai 400051. SEBI Reg No.: INP000004417

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