Aequitas PMS Logo

Aequitas Equity Scheme I AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark NIFTY 50 and has delivered a 1-year return of -1.97%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at Rs.1326.79 Crore, reflecting strong investor confidence.

The Aequitas Equity Scheme I AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Aequitas’s philosophy of quality and conviction-based investing.

Aequitas Equity Scheme I AIF Strategy or Investment Approach - AIF Details

Strategy Name

Equity Scheme I

Start Date

14 March 2019

Category

CAT III - LONG ONLY

Benchmark

NIFTY 50

AUM (Rs.)

Rs.1326.79 Cr.

Min. Investment

Rs.1 Crore

Fund Manager

Mr. Siddhartha Bhaiya

1 Yr. Return

-1.97%

3 Yr. Return

26.71%

5 Yr. Return

48.17%

Aequitas Equity Scheme I Alternative Investment Fund - Fund Characteristics

No. of Stocks

18

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

6 Yrs, 1 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Aequitas Equity Scheme I AIF Strategy - Cost or Charges

Fixed Fees

2% of Fund Value

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Aequitas Equity Scheme I AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Aequitas Equity Scheme I Alternative Investment Fund Strategy - Top 5 Sectors

Consumer Services

Not Disclosed

Engineering

Not Disclosed

Pharma, API & Chemical

Not Disclosed

Sugar

Not Disclosed

Equity MF FUND

Not Disclosed

Customer ratings and reviews of Aequitas Equity Scheme I AIF Strategy

Double your Investment in 3 YearsInvest in AIF