What type of AIF is Aequitas’ Global Value Fund & Global Value Offshore Fund?

It is a long-only category III AIF, with exposure in only listed equities, with primary focus on public equities in Europe, US, etc.

Can NRIs or International investors invest in the fund?

Yes, NRIs and International investors can invest in the Aequitas Global Value Offshore Fund.

Is there any lock-in period in AIF?

Yes, there is a 1-year lock-in period for resident Indians. However, there is no lock-in for Global investors (incl. NRI).

MOST TRUSTED VALUE INVESTORS IN INDIA

Aequitas Investments

Aequitas Investment is a SEBI-registered PMS firm recognized for identifying and investing in companies trading at a meaningful discount to their intrinsic value. Across 2013’s volatility, 2018’s corrections, and 2020’s panic, we have remained steadfast — compounding investor wealth at an exceptional 32% CAGR over more than 12 years, and helping our clients unlock the true potential of Indian equities.

INR 1 million invested with Aequitas in Feb 2013, would be

worth INR 32.7 million as of August 2025 as opposed to
INR 4.8 million from Nifty 50 TRI

Connect with us..

Just as we invest with long-term conviction, we believe in building lasting relationships with our investors.

At Aequitas, every partnership begins with a personal conversation — a one-to-one relationship that guides you from Day Zero through every market cycle.

Share your details, and our team will be in touch to begin your personalized engagement.

00

AUM (in $)

00

10Y CAGR

00

Absolute Returns

00

5Y CAGR

OUR APPROACH

Investment Philosopy

Our investment philosophy is simple, we walk the talk. We believe that savings doesn’t create wealth for you, investing in the right manner does and through a carefully planned strategy, we deliver what we promise.

Focus & Discipline

We focus on facts and fundamentals and ignore market narratives.
We do not chase momentum or hot stocks.
We do not indulge in derivatives or IPOs.
We avoid leverage.

Multibagger Approach

Value: The valuation must be reasonable with a definite potential of re-rating soon.
Contrarian: We do things differently, which is a must to identify Multibaggers.
Growth: The company must have above average growth potential for the next 3-5 years.

Qualitative Analysis

Screeners: To analyze fundamental financial metrics
Research: We do our own primary research.
Portfolio Construction: Identify robust stocks, fit across all above parameters.
Ongoing research: Revisit the research timely to take informed decisions.

Portfolio Construction

We aim to construct a portfolio around quality stocks that are fundamentally strong, focusing on growth companies, with a horizon of 3-5 years in mind.

Selection Criterion

Industry Leaders
Low Debt
Good Management
Valuations
Creeping Acquisition/ Buy Backs
Cash Flow

Risks

Risk equates to what Ben Graham called a “permanent loss of capital”.
There are 3 risks that we particularly focus on:
- Valuation Risk
- Earnings Risk
- Balance Sheet Risk

MEET THE MULTIBAGGERS

We Don’t Chase Trends. We Identify Compounding Multibaggers.

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

Apar Industries vs Nifty – 37x growth spotlight by Aequitas, one of the best asset management company in India

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

Avanti Feeds’ 120x growth journey vs Nifty – Showcased by Aequitas, the best asset management company in India

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

GAEL’s journey to 27x returns compared with Nifty – Insights from Aequitas, a leading asset management company in India

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

JSL’s 12x growth compared to Nifty – Highlighted by Aequitas one of the top asset management companies in India

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

Power Mech’s 9x multibagger journey vs Nifty (May 2021 – Aug 2023) – A highlight from Aequitas, the best asset management company in India

Schedule your discussion:

+971 56 809 5767

Call Our Experts

Click to Consult

EXPANDING HORIZONS

Pursuit of Value Know No Borders

The Indian market continues to be our primary arena for compounding wealth. At the same time, we’re identifying global opportunities that reflect the same Aequitas DNA — disciplined investing with value and margin of safety at its core.

Aequitas India helps you understand Hang Seng investment opportunities

Aequitas Far East Fund

A Category III open-ended AIF targeting opportunities in the Far East equity markets, offering global investors (NRIs, FPIs, FIIs, etc.) an excellent platform to invest in China and other eastern markets. There is no lock-in period.

Aequitas Global Value Fund

A Category III open-ended AIF focusing on overlooked & undervalued direct equities in the US, Europe, Singapore, South Korea, Hong Kong & more, offering global investors (NRIs, FPIs, FIIs, etc.) an excellent platform to build a deep-valued portfolio.

Aequitas India Offshore Fund

An open-ended USD-denominated fund focused exclusively on directly investing in the Indian stock market. It is a long only Equity Fund providing investment opportunities for Professional Investors – Institutional Investors, Family Offices & UHNIs.

Our founder

Siddhartha Bhaiya

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

A qualified Chartered Accountant, he brings over two decades of experience in equity research and fund management. As the driving force behind Aequitas, Siddhartha has transformed the firm from a start-up into one of India’s most consistently top-performing portfolio managers.
Guided by a deep conviction in value investing, he focuses on identifying undiscovered businesses trading at significant discounts to their intrinsic worth. His disciplined, bottom-up stock selection approach — the hallmark of the “multibagger” philosophy — has been central to Aequitas’ long-term outperformance.

INVESTOR TESTIMONIALS

Jai Kishan Awtani

Partner, White Rose Trading Investor Since 2022

Been invested with Aequitas for a year and a half and Sid’s performance has been nothing short of phenomenal. What sold us was his passion for stocks and his investment philosophy. Master of value investing!! Keep up the great performance team Aequitas!

Soly Mathew

Deputy GM, Gulf Bank Investor Since 2023

The portfolio is managed by professionals under the leadership of Siddhartha and the performance has been superb, beating the market index each month since I invested! Absolutely satisfied with their service throughout my investment period.

Anirudh Malpani

Obstetrician - Gynecologist Investor Since 2012

I am a long-term value investor and have been with Aequitas since their inception. My returns have been spectacular. Through these 8 years, I have enjoyed my relationship with Siddhartha as he is extremely enthusiastic and passionate about stocks. I absolutely trust him to invest my money the right way.

Arpita Bhattad

SR. Product Manager, Amazon Investor Since 2017

Being a professional in a highly demanding job with a hectic lifestyle, I understand the value of allowing investment managers to manage my money. I have regularly invested with Aequitas and with my investments multiplying, I can finally start planning for my dream home.

Kunal Babani

Partner - Satguru Builders Investor Since 2019

‘Aequitas is very process-driven and true to its investment thesis and Siddhartha’s conviction and foresight to understand cycles are unparalleled. I saw this during the Covid panic, when I called to ask him about our NAV. He gave me a date 1 year down the line, and told me ours would be the best performing fund by then. Surprisingly, that’s exactly what happened.

B L Chandak

Executive Director-RP Sanjiv Goenka Group

I have known and interacted with Siddhartha for nearly a decade, and I can definitely say that he is one of the best in identifying multi baggers both in small cap and mid cap space before anyone else in the markets and I feel he does that by investing in high quality companies and industry leaders.

Arunsagar Adagiri

HEAD - SPG & SPECIAL INIT., GMR Investor Since 2022

Not only has Aequitas’ PMS and AIF outperformed the indices and other schemes over the last decade, but I have also seen them conduct their affairs with integrity, transparency & diligence. I continue to be a long-term investor with them, knowing that my money is in safe hands.

Karan Sanghvi

PARTNER, H.A. ENTERPRISES Investor Since 2023

I have been invested with Aequitas and their performance is stellar. The entire team is outstanding and is always available & happy to help to resolve any queries. All our equity allocation goes to Aequitas and will continue to do so.

Building wealth for investors across the Globe

Europe	Middle East	Africa	Asia	North America	Oceania
England	Kuwait	Kenya	India	USA	New Zealand
Germany	Oman	Tanzania	Hong Kong	BVI	Australia
	Qatar		Indonesia	Cayman
	UAE		Singapore

FAQs: Investing with Aequitas Investments

? What are the asset management services offered by Aequitas?

As one of the leading asset management firms in India, we offer three investment opportunities focused on Indian listed equities. All three follow the same investment philosophy but use different instruments based on investor suitability. We also have a couple of Global Funds, for investors looking to expand their exposure, backed by proven strategy.

? Is there any investment offering for International Equity exposure?

Yes, we have a China equity focused investment opportunity having direct exposure in Hang Seng listed equities. And we have a Global Value Fund, focusing on developed equity markets.

? Do I require to create demat account first?

No, for PMS, we will be supporting you with a fresh Demat account creation. In case of AIF, no new demat required.

? Which target market does Aequitas’ investments focus?

While Aequitas is the leading fundhouse in Indian public equities, our pursuit of value proposition knows no borders. Our latest offering focuses on China equity market via Hang Seng listed equities, and a Global Value Fund, focusing on developed equity markets.

? Can NRIs invest with Aequitas?

Absolutely. All the product offerings are available for NRI investors.

Aequitas' Knowledge Center

Aequitas India shares insights from Siddhartha Bhaiya’s journey — leading asset management company in India

Blog