Equitree Capital Advisors Private Limited • Equity
Equitree Emerging Opportunities is an equity portfolio management service (PMS) strategy run by Equitree Capital Advisors Private Limited, launched on 28 Jul 2017. As of 30 Sep 2026, it manages ₹1,675 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -2.43% over 1 year, +18.93% over 3 years and +21.65% over 5 years (+7.50% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 9.73 percentage points ahead of its benchmark. Its 3-year return ranks 51st of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹1 Crore. The strategy is managed by MR. PAWAN BHARADIA.
Ranked nearby on 3-year return: Abakkus Personalised Opportunity Specific Strategy (+19.12%), Carnelian Contra Portfolio Strategy (+19.11%), EverFlow India Opportunities (+18.85%), SiMPL Small Cap Value Portfolio (+18.83%).
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 | +1.19% |
| 3 Months | -1.45% |
| 1 Year | -2.43% |
| 3 Years | +18.93% |
| 5 Years | +21.65% |
| Since Inception | +7.50% |
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 callEquitree Emerging Opportunities has a 1-year return of -2.43%, a 3-year return of +18.93%, a 5-year return of +21.65% and +7.50% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Equitree Emerging Opportunities returned +21.65% against +8.91% for the BSE 500 TRI, 12.74 percentage points ahead. Over 3 years it returned +18.93% against +9.20%; Over 1 year it returned -2.43% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Equitree Emerging Opportunities's 3-year return of +18.93% ranks 51st as of 30 Sep 2026.
Equitree Emerging Opportunities is managed by MR. PAWAN BHARADIA at Equitree Capital Advisors. The strategy manages ₹1,675 Cr of client assets as of 30 Sep 2026.
Equitree Emerging Opportunities manages ₹1,675 Cr of client assets as of 30 Sep 2026.
The minimum investment for Equitree Emerging Opportunities is ₹1 Crore.
Equitree Emerging Opportunities was launched on 28 Jul 2017. It has a 9-year track record.
Description
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