Aequitas Investment Consultancy PMS strategies
Aequitas Investment Consultancy runs 2 portfolio management strategies listed with APMI, managing ₹2,197 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Aequitas India Opportunities Product | Equity | Siddhartha Bhaiya | ₹2,197 Cr | +23.75% | +17.69 pts | — | ₹10 Crore | Sep 2026 |
| India Opportunities Product | Small Cap | Mr. S.N. Singh | — | — | — | — | — | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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