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Equinova Signature Edge PMS

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Category PMS
Company EQUINOVA INVESTMENT MANAGERS PRIVATE LIMITED
Fund Managers Aniruddha Sarkar
Benchmark BSE 500 TRI
Share: f x in w

About Company

EQUINOVA INVESTMENT MANAGERS PRIVATE LIMITED

Equinova Investment Managers Private Limited is an independent, founder-owned asset management platform incorporated on March 17, 2025, in Mumbai, Maharashtra. Built on the core values of skin-in-the-game alignment, agility, and transparency, the company operates high-conviction portfolio management and alternative investment services. Equinova focuses on identifying mispriced public equity opportunities, ensuring that internal manager capital is invested right alongside client portfolios across diverse corporate earnings cycles.

Fund Snapshot

Parameter Details
PMS Provider Name EQUINOVA INVESTMENT MANAGERS PRIVATE LIMITED
Strategy Name Equity
Product Name Equity
Benchmark BSE 500 TRI
Date Of Inception 05/02/2026
Age 4 Months
AUM (CR) ₹31.74
Min. Inv. Amount ₹50,00,000
Fixed Fees Structure NA
Variable Fees Structure NA
Exit Load NA

Fund Purpose

To generate superior risk adjusted returns for clients in the long run by creating alpha over the benchmark through selection of a concentrated basket of 12 – 15 high-quality listed companies across different market capitalizations and sectors depending on market conditions (making it a Multicap investment approach).

Fund Philosophy

High-Conviction Concentration

The strategy deliberately restricts its holdings to a tight, focused basket of just 12 to 15 companies. This intense concentration ensures that capital is only assigned to the absolute highest-conviction business models, amplifying the potential for significant alpha generation.

High-Quality Structural Moats

Stock selection is strictly gated around premium institutional quality. The fund searches for listed businesses that feature high return metrics, immaculate corporate accounting practices, superior corporate governance, and sustainable business moats capable of defending margins over long horizons.

Flexible Multicap Agility

Rather than keeping capital restricted within rigid asset boundaries, the strategy moves fluidly across large-cap, mid-cap, and small-cap segments. This active flexibility allows the portfolio manager to optimize style tilts based on changing valuation premiums and market liquidity conditions.

Sectoral Rotation Mapping

The fund maps macroeconomic cycles to capture massive sector-specific structural tailwinds ahead of the broader market. Capital is dynamically rotated into industries entering major earnings inflection points while simultaneously exiting spaces facing competitive slowdowns or structural disruptions.

Active Long-Term Compounding

While the portfolio is managed dynamically to optimize risk boundaries, individual investments are evaluated with a multi-year compounding horizon. The strategy looks past short-term quarterly earnings volatility to capture the deep fundamental growth value of its chosen businesses.

Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Equinova Signature Edge PMS

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

EQUINOVA INVESTMENT MANAGERS PRIVATE LIMITED

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹22.83 -11.00 NA NA NA NA NA NA NA -7.38
Benchmark NA -11.37 NA NA NA NA NA NA NA -12.68
Section: Fund Leadership
Meet the Fund Managers

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

Aniruddha Sarkar

Aniruddha Sarkar

Aniruddha Sarkar is a seasoned investment professional with nearly two decades of experience across Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and Equity Advisory. As Co-Founder and Chief Investment Officer at Equinova Investment Managers, he leads the firm's investment strategy with a strong focus on long-term wealth creation and alpha generation.

Over the past decade, he has delivered a 20%+ CAGR while generating approximately 6.5% annualized alpha over the BSE 500 TRI benchmark, reflecting a disciplined and research-driven investment approach. His expertise spans identifying high-quality businesses, portfolio construction, risk management, and navigating multiple market cycles.

With around 19 years of capital markets experience, Aniruddha has built a reputation for combining fundamental analysis with a long-term investment philosophy. He is actively involved in managing Equinova's PMS and alternative investment strategies, helping investors participate in India's growth story through carefully selected listed and unlisted opportunities.

He holds a Bachelor's Degree in Commerce and an MBA in Finance, bringing together strong academic credentials and extensive practical market experience.

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.