Equitree Capital Advisors PMS strategies
Equitree Capital Advisors runs 2 portfolio management strategies listed with APMI, managing ₹1,675 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 |
|---|---|---|---|---|---|---|---|---|
| Equitree Emerging Opportunities | Equity | MR. PAWAN BHARADIA | ₹1,675 Cr | +18.93% | +9.73 pts | — | ₹1 Crore | Sep 2026 |
| Equitree Emerging Opportunities II | — | MR. PAWAN BHARADIA | ₹0.05 Cr | — | — | — | ₹1 Crore | Sep 2026 |
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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