Aequitas Investment Consultancy Private Limited • Equity
Aequitas India Opportunities Product is an equity portfolio management service (PMS) strategy run by Aequitas Investment Consultancy Private Limited, launched on 1 Feb 2013. As of 30 Sep 2026, it manages ₹2,197 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +16.67% over 1 year, +23.75% over 3 years and +30.33% over 5 years (+31.40% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 17.69 percentage points ahead of its benchmark. Its 3-year return ranks 5th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹10 Crore. The strategy is managed by Pratiksha Daftari.
Ranked nearby on 3-year return: 360 ONE Open - Managed Solutions Global Equity (+29.77%), Aggressive Long Term Capital Appreciation (+27.20%), Sanctum Global Allocator (+22.95%), Optimiser Small Cap (+22.47%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.29% |
| 3 Months | +0.54% |
| 1 Year | +16.67% |
| 3 Years | +23.75% |
| 5 Years | +30.33% |
| Since Inception | +31.40% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAequitas India Opportunities Product has a 1-year return of +16.67%, a 3-year return of +23.75%, a 5-year return of +30.33% and +31.40% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Aequitas India Opportunities Product returned +30.33% against +6.38% for the Nifty 50 TRI, 23.95 percentage points ahead. Over 3 years it returned +23.75% against +6.06%; Over 1 year it returned +16.67% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Aequitas India Opportunities Product's 3-year return of +23.75% ranks 5th as of 30 Sep 2026.
Aequitas India Opportunities Product is managed by Pratiksha Daftari at Aequitas Investment Consultancy. The strategy manages ₹2,197 Cr of client assets as of 30 Sep 2026.
Aequitas India Opportunities Product manages ₹2,197 Cr of client assets as of 30 Sep 2026.
The minimum investment for Aequitas India Opportunities Product is ₹10 Crore.
Aequitas India Opportunities Product was launched on 1 Feb 2013. It has a 13-year track record.
Description
All Aequitas Investment Consultancy PMS strategies →Browse all PMS strategies in India →