About Company
Aequitas
Aequitas started in 2012 because we wanted a different way for investors to build wealth. Siddhartha Bhaiya, our MD & CIO, had worked in the AMC business for over 10 years before Aequitas. He noticed that most AMCs were focused on growing their Assets Under Management (AUM) by working with distributors. Siddhartha had a different idea. He thought that if we focused on getting good returns for our investors, the AUM would grow on its own, and he was right. We began with AUM of INR 10 Cr in 2013. Now, 12 years later in 2025, our AUM is at INR 7,500 Cr and it's still growing. We did this without any distributors, just through word of mouth. This let us have a direct relationship with all of our investors, which is what we wanted. Aequitas is built on strong principles and values that we still stand by. We use one investment approach for all our products: the Multibagger strategy. This approach has helped Aequitas get a 32% CAGR for our investors since we started. That means if you invested INR 1 million with us in 2013, it would be worth INR 37 million by October 2025.
Fund Snapshot
|
Category |
Category- III AIF |
|
Registration Number |
IFSC/AIF3/2023-24/0115 |
|
Date of Registration |
22-Mar-2024 |
|
Provider Name |
Aequitas |
|
Name of the Fund |
Aequitas Far East Trust |
Investment Philosophy
Aequitas follows a straightforward and transparent investment philosophy built on consistency and conviction. The firm believes that long-term wealth is created not by mere saving but by investing wisely and strategically. With a carefully structured approach, Aequitas stays committed to delivering on its promises. Every decision reflects the principle of “walking the talk,” ensuring that strategies remain aligned with client goals and long-term wealth creation.
Focus and Discipline
Aequitas maintains a disciplined stance by prioritizing facts, fundamentals, and proven data over market noise. The team avoids chasing momentum, fad-driven stocks, or speculative trends. Derivatives and IPO-driven strategies are deliberately excluded from the investment approach, allowing the firm to stay firmly rooted in risk-managed, fundamentals-based decision-making. This disciplined framework serves as the backbone of the firm’s investment consistency.
Multibagger & Research Approach
Aequitas identifies potential multibagger opportunities through a balanced blend of growth, value, and contrarian thinking. Companies are evaluated for above-average growth potential over a 3–5 year horizon, reasonable valuations with re-rating possibilities, and unique characteristics that stand apart from mainstream market views. The firm uses rigorous qualitative analysis supported by screeners to assess key financial metrics, conducts primary research, and constructs portfolios with stocks that meet all defined parameters. Continuous research ensures periodic reassessment, enabling informed decisions and timely adjustments where needed.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Aequitas India Opportunities Product
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Aequitas Investment Consultancy Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹2318.72 | 0.47 | -5.41 | -10.48 | 30.09 | 18.95 | 28.54 | 37.64 | 29.55 | 31.84 |
| Benchmark | NA | 2.36 | 2.28 | -2.98 | -0.43 | 0.06 | 8.57 | 10.45 | 10.41 | 12.27 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Siddhartha Bhaiya
Siddhartha founded AICPL in 2012 to create long-term wealth for clients. As a fund manager of AICPL, Siddhartha has outperformed NIFTY handsomely over 9 years and delivered industry-beating CAGR returns. He is a qualified Chartered Accountant and before AICPL, managed funds at Reliance Capital Asset Management
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