Aequitas India Fund - https://campaigns.aifpms.com/

Maximize Your Returns With Aequitas India Fund OEIC Limited

Benefit from a disciplined multi-bagger strategy focused on fundamentals and high-growth potential

Minimum Investment : ₹50 Lakhs

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About Aequitas:

Founded in 2012, Aequitas Investment Consultancy was established to transform wealth generation for investors. Siddhartha Bhaiya, MD & CIO, leveraged over a decade of experience in the AMC industry to create Aequitas. Observing a trend where AMCs were focusing on growing AUM through distributors, Siddhartha chose a contrarian approach: prioritizing investor returns rather than aggressive AUM expansion.

This strategy proved successful. Beginning with an AUM of INR 10 Cr in 2013, Aequitas has grown to INR 5000 Cr by 2024, achieved purely through client referrals and without any distributorship or empanelment. This organic growth has facilitated the development of personalized relationships with each investor, aligning with the initial vision

Why Invest With Aequitas?

Disciplined, Research-Driven Approach:

Aequitas focuses on fundamentals, avoiding market hype, derivatives, and complex financial products. Investments are guided by comprehensive in-house research and a contrarian mindset, aiming to uncover high-growth opportunities in out-of-favor industries.

Multi-Bagger Strategy for Exceptional Returns:

By targeting undervalued companies with strong growth potential and solid fundamentals, Aequitas seeks to deliver multi-bagger returns. This approach emphasizes buying businesses at a discount to their true worth and holding them for significant long-term gains

Strong Track Record and Core Values:

With a proven track record of substantial capital growth and a commitment to high standards of governance, minimal debt, and robust cash flow, Aequitas aims to build wealth through strategic, high-margin investments. The focus on industry leaders and a low turnover rate ensures consistent performance and alignment with long-term goals

Fund Manager of Aequitas India Fund

Siddhartha Bhaiya

Siddhartha Bhaiya, a Chartered Accountant with nearly 20 years of experience in equity research and fund management, is the driving force behind Aequitas Investment Consultancy. His expertise in multibagger and contrarian stock picking has propelled Aequitas from a start-up to an impressive 20 billion INR AUM, achieving one of the industry’s top performance records. Siddhartha’s strategy focuses on investing in small-cap, undiscovered companies with significant growth potential.

Starting his career as a Research Analyst at Sushil Finance, Siddhartha has also held positions at Stratcap Securities, Principal PNB AMC, and Reliance Capital Asset Management (RCAM), where he refined his skills and deepened his knowledge in equity management.

Performance Of Aequitas India Fund Over The Last 3 Years
In Navigating Volatile Markets

*Data as of June 2024

Product - AMC	1 Year	2 Years	3 Years	Inception
Aequitas India Fund Inc Date : Aug-18	61.08%	60.97%	39.95%	33.59%
Nifty 50 TRI	26.66%	24.75%	16.53%	14.26%

Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns

Aequitas Investment Philosophy

Multibagger Approach

Aequitas focuses on selecting contrarian stock picks that offer above-average growth potential and are available at reasonable valuations. This strategy aims to identify opportunities that are undervalued by the market but have significant upside potential.

Multibagger Approach

Concentrated Portfolio Construction

The investment portfolio is carefully constructed with a concentrated selection of 15-20 stocks. These stocks are chosen based on their strong business operations and potential catalysts for re-rating, allowing for a focused and strategic investment approach.

Concentrated Portfolio Construction

Good Company Attributes

Emphasis is placed on businesses that are managed efficiently and ethically. Investments are directed towards companies with strong balance sheets and consistent cash flows, ensuring stability and long-term growth potential.

Good Company Attributes

Multibagger Approach to Investing With Siddhartha Bhaiya

Speaker – Dr. Vikas Gupta (CEO & Chief Investment Strategist, Omni Science Capital) Host – Mr. Shrinath Diwan (Vice President, AIF PMS Experts India Pvt Ltd)

Speaker – Mr. Siddhartha Bhaiya (Managing Director & Fund Manager, Aequitas Investments)
Host – Mr. Vikas Agrawal (Founder & CEO, AIF & PMS Experts India Pvt Ltd)

Why AIF&PMS Experts?

Over 350 investors
have invested in
our process

Over ₹500 crores
have been invested using
our process

Trusted by
investors across
10 countries

Over 15,000 investors
use our tools before
deciding to invest

Process-Driven Returns

Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.

Investment
Style

Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.

Investment
Quality

Fundamental analysis focuses on a company’s intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.

Investment
Performance

Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.

Frequently Asked Questions

What is the investment objective of Aequitas India Fund OEIC Limited?

The Funds primary investment aim will be to generate long-term capital growth while reducing risk by investing in shares or equity-related products (excluding derivatives) of enterprises listed on the Indian stock market. The Fund will not invest in derivatives or other complicated financial instruments, and it will have a low turnover rate in its portfolio. The Fund seeks to outperform India’s benchmark index, the NIFTY, over the long run

What makes Aequitas’ investment strategy unique?

Aequitas’ investment strategy combines a contrarian approach, comprehensive in-house research, and a focus on high-quality company attributes. By selecting undervalued stocks with high growth potential in out-of-favor industries and maintaining a concentrated portfolio of 15-20 stocks with strong fundamentals, Aequitas ensures stability and long-term growth.

What is the Multi-Bagger Approach and how does it benefit investors?

The Multi-Bagger Approach targets contrarian stock picks with above-average growth potential, investing in undervalued sectors. This strategy focuses on companies with strong earnings growth prospects and potential for price-to-earnings re-rating, leading to significant returns for investors over the next 3-5 years.

If you have any queries, please contact Mr. Devanshu (AIFPMS VP) at +91 95616 10108 or email us at vikas@aifpms.com.