EQUITREE EMERGING OPPORTUNITIES
EQUITREE EMERGING OPPORTUNITIES is a Equity Portfolio Management Service launched by Equitree Capital Advisors Private Limited on July 2017. Managed by MR. PAWAN BHARADIA, the fund holds ₹1512 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹10000000 lakh. Trailing returns: -2.59% (1Y), 27.19% CAGR (3Y), 7.9% since inception. Performance data as of July 2026.
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EQUITREE EMERGING OPPORTUNITIES
Equitree Capital Advisors Private Limited
1,512.21 CR AUM
EQUITREE EMERGING OPPORTUNITIES
Equitree Capital Advisors Private Limited
1,512.21 CR AUM
BSE 500 TRI
Benchmark
8yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
8yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
pawan bharadia
Fund Manager
EQUITYStrategies
A Chartered Accountant with over 25 years of experience in private equity and public market investing, Pawan co-founded Equitree in 2012 to bring his unique approach to identifying high-potential businesses. Having held senior roles at renowned private equity firms, he now leads Equitree's investment strategy, focusing on uncovering undervalued and under-researched small and micro-cap opportunities. Pawan is known for spotting multibaggers early, leveraging a PE-style approach to public market investing.
What is this fund's investment objective?
WE FOCUS ON CREATING LONG TERM VALUE THROUGH FUNDAMENTAL BASED INVESTING IN EMERGING BUSINESSES.
How has EQUITREE EMERGING OPPORTUNITIES performed?
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1M IA return
10.76%
1M benchmark return
1.73%
Alpha
9.03%
1M Wealth multiple
1.11x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
10.76%
1M benchmark return
1.73%
Alpha
9.03%
1M Wealth multiple
1.11x
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