Aequitas India Opportunities Product PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.
The Aequitas India Opportunities Product PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.
It falls under the Small Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.3463.45 Cr.
Over the last 1 year, it delivered a strong return of 41.13%, outperforming many peers. Its performance is benchmarked against the Nifty 50 TRI, ensuring broad market comparison.
Aequitas India Opportunities Product PMS Strategy or Investment Approach - PMS Details
Strategy Name
Start Date
Category
Benchmark
AUM (Rs.)
Min. Investment
Fund Manager
1 Yr. Return
3 Yr. Return
5 Yr. Return
Aequitas India Opportunities Product Portfolio Management Strategy - Portfolio Characteristics
No. of Stocks
Top 5 Stocks%
Top 5 Sectors%
Portfolio Age
SIP
STP
Average Market Cap
Aequitas India Opportunities Product PMS Strategy - Cost or Charges
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Aequitas India Opportunities Product PMS Investment Approach - Portfolio Composition
Large Cap
Mid Cap
Small Cap
Cash & Equivalent
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Aequitas India Opportunities Product Portfolio Strategy - Top 5 Sectors
Fast Moving Consumer Goods
Oil, Gas & Consumable Fuels
Capital Goods
Media, Entertainment & Publication
Forest Materials