Aequitas India Scheme Aeoethe Fundae | AIF Fund

Aequitas India Scheme – the Fund

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Aequitas Investments

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.

Aequitas India Scheme (“the Fund”)

Fund Snapshot

Category	Category- III AIF
Registration Number	IFSC/AIF3/2023-24/0106
Date of Registration	14-Feb-2024
Provider Name	Aequitas
Name of the Fund	Aequitas India Scheme (“the Fund”)

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.