Aequitas India Opportunities

Key Attributes

Inception Date: 01 February 2013

Number of stocks: 38

Fund Manager Name: Mr. Siddhartha Bhaiya

Fund Manager Experience: 20+ years in Equity markets

Fund Manager Qualification: CA

Investment Objective

Long term wealth creation for clients by generating risk adjusted returns through investments in listed Indian equities.

Portfolio Strategy

Investing in industry leaders in out of favour industries, trading at reasonable valuations ensuring margin of safety.

Investment Philosophy

Three-pronged Investment Philosophy as described below:

  1. Multibagger Approach – Contrarian stock picks with above average growth potential and available at reasonable valuations.
  2. Portfolio Construction – Portfolio of 15-20 stocks with strong business operations and catalyst for re-rating
  3. Company Attributes – Companies run by efficient and ethical management, strong balance sheets and consistent cash flows

Don’t Just Invest. Make an Informed Decision.