Aequitas India Opportunities Product
Aequitas India Opportunities Product is a Equity Portfolio Management Service launched by Aequitas Investment Consultancy Private Limited on February 2013. Managed by Siddhartha Bhaiya, the fund holds ₹2637 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹100000000 lakh. Trailing returns: 32% (1Y), 34.86% CAGR (3Y), 32.02% since inception. Performance data as of July 2026.
Learn
Aequitas India Opportunities Product
Aequitas Investment Consultancy Private Limited
2,636.99 CR AUM
Aequitas India Opportunities Product
Aequitas Investment Consultancy Private Limited
2,636.99 CR AUM
Nifty 50 TRI
Benchmark
13yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
13yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
siddhartha bhaiya
Fund Manager
EQUITYStrategies
Meet Siddhartha Bhaiya, the dynamic force behind Aequitas Investments. As the Managing Director and CIO at Aequitas Investment Consulting Pvt. Ltd. he's reshaping the world of finance with his sharp insights and contrarian stock-picking approach. With over 25 years of experience in Equity research and fund management, Siddhartha has propelled Aequitas to deliver jaw-dropping 33% CAGR returns over more than 12 years. With a deep focus on valuations, his latest venture focuses on the East Asian Markets.
What is this fund's investment objective?
Long term wealth creation
How has Aequitas India Opportunities Product performed?
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-6.37%
1M benchmark return
1.67%
Alpha
-8.04%
1M Wealth multiple
0.94x
How has this fund performed vs its benchmark?
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-6.37%
1M benchmark return
1.67%
Alpha
-8.04%
1M Wealth multiple
0.94x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ