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Aequitas

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Category PMS
Company Aequitas
Fund Managers Siddhartha Bhaiya
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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

Year of Inception 2019
Number of Stocks 15-16 stocks
Investment Horizon 3 Years
Fund Managers Siddhartha Bhaiya

Investment Philosophy

  1. Our investing philosophy is simple: we want to build a world where everyone’s dreams come true.
  2.  We think that although saving does not produce money for you, investing wisely does.
  3. How much wealth you produce is determined by how well you invest it.4)
  4. We are motivated by the desire to provide our clients with exceptional results.
  5. Our investments are led by a multi-bagger strategy that uses significant in-house research to identify long-term potential.
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Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Siddhartha Bhaiya

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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