SPEARHEADING
SMALL & MID CAPS

Decoding Multibaggers, Indian equity market

SPEARHEADING
SMALL & MID CAPS

Decoding Multibaggers, Indian equity market

Leading Investment Firm in Mumbai, India

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milestone graph aequitas

INR 1 million invested with Aequitas in Feb 2013, would be worth INR 25.7 million as of May 2024 as opposed to INR 4.0 million from Nifty 50 TRI

INR 1 million invested with Aequitas in Feb 2013, would be
worth INR 25.8 million as of Feb 2024 as opposed to
INR 4.2 million from Nifty 50 TRI

Our Products

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We are confident there is one for you!

Portfolio Management Services

Aequitas India Opportunity Product (our PMS) is an ingenious solution that is one of the leading PMS in India with a consistent record over a period of 10+ years. The minimum ticket size for PMS is INR 25 Cr.

Alternative Investment Funds

Aequitas Equity Scheme 1 (our AIF) was launched in Mar’ 2019 and it is a category 3 long-only AIF with fortnightly subscription of mid-month and end of month. The minimum ticket size is INR 3 Cr.

Offshore Fund Under DIFC

Aequitas India Fund OEIC Ltd. is a DIFC registered, dollar denominated fund, ideal vehicle for international investors (NRIs, FPIs, FIIs, etc.) to invest in the Indian markets. The minimum ticket size for our offshore fund is $1 million.

SIDDHARTHA

Our Founder

Siddhartha Bhaiya

Siddhartha Bhaiya is the Managing Director and Chief Investment Officer at Aequitas.

He is a qualified CA and the driving force behind Aequitas with more than 20 years of experience into Equity Research and Equity Fund Management. He has been instrumental in taking Aequitas from a start-up to one of the consistently best performance track-record in the industry. He believes in generating outsized returns by investing in small cap undiscovered companies. With exposure across all market capitalization companies, he is a specialist in bottom-up stock selection – the Multibagger approach.

SIDDHARTHA

Our Founder

Siddhartha Bhaiya

Siddhartha Bhaiya is the Managing Director and Chief Investment Officer at Aequitas.

He is a qualified CA and the driving force behind Aequitas with more than 20 years of experience into Equity Research and Equity Fund Management. He has been instrumental in taking Aequitas from a start-up to one of the consistently best performance track-record in the industry. He believes in generating outsized returns by investing in small cap undiscovered companies. With exposure across all market capitalization companies, he is a specialist in bottom-up stock selection – the Multibagger approach.

NEERAV

Co-Founder

Neerav Shah

Neerav Shah is the Director & Head of Operations at Aequitas.

He is a qualified CA and Aequitas’ backbone with more than 20 years of experience in handling the fund’s market operations. Neerav has handled Operations, Fund Accounting & Dealing functions in his previous stints at Reliance and Birla AMC. Reliance is where he met Siddhartha Bhaiya and worked closely for 5 years, before putting up the foundation of Aequitas in 2013. Neerav has diligently instilled a culture of Investors First, ensuring a seamless and transparent end-to-end experience for every investor, from the initial onboarding to the final redemption. This commitment consistently shines through in our client feedback.

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Aequitas Equity Scheme

August 2023, our AIF – Aequitas Equity Scheme 1, reached a significant milestone of AUM $100 Million. While AUM building has never been a forefront agenda, it’s a positive feat reassuring the faith our investors have shown in us.

Embarking on our AIF Journey in March 2019, with a fund corpus of $6 million and, in 4 years, commanding a fund AUM of $100 million, validates the robustness of our investment philosophy, which has helped us navigate turbulent market cycles over the years.

As amazing as this sounds, it is only half the truth.

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Case studies

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Meet the Multibagger

  • Apar Industries Ltd
  • Avanti Feeds Limited
  • GAEL
  • JSL
  • PowerMech

Apar Industries Ltd

Apar Industries Ltd. is a leading Indian conglomerate, specializing in the production of conductors, transformer oils, and power and telecom cables.

  • Multibagger quotient: 37x

Avanti Feeds Limited

Avanti Feeds Ltd. is a prominent Indian aquaculture company that specializes in shrimp and prawn processing. It is known for its quality seafood products and has a significant presence in the global seafood industry.

  • Multibagger quotient: 120x

GAEL

Gujarat Ambuja Exports Ltd. specializes in the export of agricultural products, including spices, seeds, and other food items, and is known for its international market presence and quality products.

  • Multibagger quotient: 27x

JSL

Jindal Stainless Ltd. is one of India's largest stainless-steel manufacturers and a leading global player, renowned for its high-quality stainless-steel products.

  • Multibagger quotient: 12x

PowerMech

Power Mech Projects Ltd. is a leading Indian infrastructure company specializing in the execution of power projects, industrial boilers, and balance of plant works.

  • Multibagger quotient: 9x

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TESTIMONIALS

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What our Investors are talking about

Essentially, this is how our investors recall us.

Questionnaire

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WHAT ARE YOUR TOP 3 REQUIREMENTS FROM A FUNDHOUSE?

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  • Performance &
    Track Record

  • Fees &
    Charges

  • Entry Ticket
    Size

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  • Research Process &
    Strategy

  • Aum & Client
    Size

  • Experience Of
    Fund House

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  • Regulatory &
    Compaliance

  • Client Service &
    Communication

  • Client Feedback &
    Reviews

Aequitas: What's Trending

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Blogs

How to invest in Volatile markets.

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Podcast

Teach Your Children How To Save and Invest

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News

Meet India’s Warren Buffet in Offing