SPEARHEADING
SMALL & MID CAPS

Decoding Multibaggers, Indian equity market

Click for FREE Consultation

SPEARHEADING
SMALL & MID CAPS

Decoding Multibaggers, in equity market

Click for FREE Consultation

Leading Investment Firm in Mumbai, India

INR 1 million invested with Aequitas in Feb 2013, would be worth INR 29.5 million as of June 2024 as opposed to INR 4.8 million from Nifty 50 TRI

INR 1 million invested with Aequitas in Feb 2013, would be
worth INR 28.5 million as of September 2024 as opposed to
INR 5 million from Nifty 50 TRI

Case studies

Meet the Multibagger

Apar Industries Ltd
Avanti Feeds Limited
GAEL
JSL
PowerMech

Apar Industries Ltd

Apar Industries Ltd. is a leading Indian conglomerate, specializing in the production of conductors, transformer oils, and power and telecom cables.

Multibagger quotient: 37x

Avanti Feeds Limited

Avanti Feeds Ltd. is a prominent Indian aquaculture company that specializes in shrimp and prawn processing. It is known for its quality seafood products and has a significant presence in the global seafood industry.

Multibagger quotient: 120x

GAEL

Gujarat Ambuja Exports Ltd. specializes in the export of agricultural products, including spices, seeds, and other food items, and is known for its international market presence and quality products.

Multibagger quotient: 27x

JSL

Jindal Stainless Ltd. is one of India's largest stainless-steel manufacturers and a leading global player, renowned for its high-quality stainless-steel products.

Multibagger quotient: 12x

PowerMech

Power Mech Projects Ltd. is a leading Indian infrastructure company specializing in the execution of power projects, industrial boilers, and balance of plant works.

Multibagger quotient: 9x

Our Products

We are confident there is one for you!

Portfolio Management Services

Aequitas India Opportunity Product (our PMS) is an ingenious solution that is one of the leading PMS in India with a consistent record over a period of 11+ years. The minimum ticket size for PMS is INR 25 Cr.

Alternative Investment Funds

Aequitas Equity Scheme 1 (our AIF) was launched in Mar’ 2019 and it is a category 3 long-only AIF, with exposure in listed equity market only. The minimum ticket size is INR 3 Cr.

Offshore Fund Under IFSCA - GIFT

Aequitas India Trust is an open-ended fund structure, registered with IFSCA - GIFT. It is a dollar denominated fund, ideal vehicle for international investors (NRIs, FPIs, FIIs, etc.) to invest in the Indian markets. The minimum ticket size is $1 million.

SIDDHARTHA

Our Founder

Siddhartha Bhaiya

Siddhartha Bhaiya is the Managing Director and Chief Investment Officer at Aequitas.

He is a qualified CA and the driving force behind Aequitas with more than 20 years of experience into Equity Research and Equity Fund Management. He has been instrumental in taking Aequitas from a start-up to one of the consistently best performance track-record in the industry. He believes in generating outsized returns by investing in small cap undiscovered companies. With exposure across all market capitalization companies, he is a specialist in bottom-up stock selection – the Multibagger approach.

Siddhartha

Our founder

Siddhartha Bhaiya

NEERAV

Co-Founder

Neerav Shah

Neerav Shah is the Director & Head of Operations at Aequitas.

He is a qualified CA and Aequitas’ backbone with more than 20 years of experience in handling the fund’s market operations. Neerav has handled Operations, Fund Accounting & Dealing functions in his previous stints at Reliance and Birla AMC. Reliance is where he met Siddhartha Bhaiya and worked closely for 5 years, before putting up the foundation of Aequitas in 2013. Neerav has diligently instilled a culture of Investors First, ensuring a seamless and transparent end-to-end experience for every investor, from the initial onboarding to the final redemption. This commitment consistently shines through in our client feedback.

Aequitas Equity Scheme

August 2023, our AIF – Aequitas Equity Scheme 1, reached a significant milestone of AUM $100 Million. While AUM building has never been a forefront agenda, it’s a positive feat reassuring the faith our investors have shown in us.

Embarking on our AIF Journey in March 2019, with a fund corpus of $6 million and, in 4 years, commanding a fund AUM of $100 million, validates the robustness of our investment philosophy, which has helped us navigate turbulent market cycles over the years.

As amazing as this sounds, it is only half the truth.

TESTIMONIALS

What our Investors are talking about

Kunal Babani

Partner - Satguru Builders Investor Since 2019

‘Aequitas is very process-driven and true to its investment thesis and Siddhartha’s conviction and foresight to understand cycles are unparalleled. I saw this during the Covid panic, when I called to ask him about our NAV. He gave me a date 1 year down the line, and told me ours would be the best performing fund by then. Surprisingly, that’s exactly what happened.

Anirudh Malpani

Obstetrician - Gynecologist Investor Since 2012

I am a long-term value investor and have been with Aequitas since their inception. My returns have been spectacular. Through these 8 years, I have enjoyed my relationship with Siddhartha as he is extremely enthusiastic and passionate about stocks. I absolutely trust him to invest my money the right way.

B L Chandak

Executive Director-RP Sanjiv Goenka Group

I have known and interacted with Siddhartha for nearly a decade, and I can definitely say that he is one of the best in identifying multi baggers both in small cap and mid cap space before anyone else in the markets and I feel he does that by investing in high quality companies and industry leaders.

Arpita Bhattad

SR. Product Manager, Amazon Investor Since 2017

Being a professional in a highly demanding job with a hectic lifestyle, I understand the value of allowing investment managers to manage my money. I have regularly invested with Aequitas and with my investments multiplying, I can finally start planning for my dream home.

Arunsagar Adagiri

HEAD - SPG & SPECIAL INIT., GMR Investor Since 2022

Not only has Aequitas’ PMS and AIF outperformed the indices and other schemes over the last decade, but I have also seen them conduct their affairs with integrity, transparency & diligence. I continue to be a long-term investor with them, knowing that my money is in safe hands.

Karan Sanghvi

PARTNER, H.A. ENTERPRISES Investor Since 2023

I have been invested with Aequitas and their performance is stellar. The entire team is outstanding and is always available & happy to help to resolve any queries. All our equity allocation goes to Aequitas and will continue to do so.

Jai Kishan Awtani

Partner, White Rose Trading Investor Since 2022

Been invested with Aequitas for a year and a half and Sid’s performance has been nothing short of phenomenal. What sold us was his passion for stocks and his investment philosophy. Master of value investing!! Keep up the great performance team Aequitas!

Soly Mathew

Deputy GM, Gulf Bank Investor Since 2023

The portfolio is managed by professionals under the leadership of Siddhartha and the performance has been superb, beating the market index each month since I invested! Absolutely satisfied with their service throughout my investment period.