Aequitas India Opportunities


Alpha (1Y) Beta (1Y) Standard Deviation (1Y) % of +ve Months (SI)
39.36% 1.17 25.83% 59.82%

Key Portfolio Attributes

Mr. Siddhartha Bhaiya

Inception Date: 01 February 2013

Number of stocks: 15 to 20

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

Aequitas offers both PMS and AIF options. Aequitas portfolio strategy is Investing in industry leaders from the out of favour industries; businesses trading at reasonable valuations ensuring margin of safety. Aequitas doesn’t follow the concept of segregating companies in large, mid, small businesses as per their market caps; rather it follows earnings to determine the nature and size of investment opportunities. But, Going by general understanding of companies size as per its market cap, Aequitas is focused in the space of Small Caps and Micro Caps. The min ticket size in Aequitas PMS is 10 cr and Aequitas AIF is 3 cr. 

Investment Philosophy

Aequitas is a roman word from where the word the Equity originated. To explain what its brand name conveys, Aequitas is a latin goddess of equity and fairness and this is what Aequitas aims to represent through its name i.e. honest, transparent and fair. In one line the investment philosophy of Aequitas products is a combination of Growth + Contrarian + Value. More specifically, Aequitas PMS and AIF products follow three-pronged Investment Philosophy as described below:

 

• Multibagger Approach –

Contrarian stock picks with above average growth potential and available at reasonable valuations.

 

• Concentrated Portfolio Construction –

Portfolio of 15-20 stocks with strong business operations and catalyst for re-rating

 

• Good Company Attributes –

Businesses run by efficient and ethical management, strong balance sheets and consistent cash flows.

 

Aequitas PMS invests in small caps with a horizon of 3 to 5 years and follows a low churn for its confidence in the catalysts that can lead to the re-rating of underlying stocks.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-9.5%4.6%7.4%27.7%71.6%15.6%13.5%-29.6%
NIFTY 50 & BSE SMALL CAP-7.8%-1.1%-5.6%11.8%55.6%21.1%11.8%-15.2%



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Portfolio Holdings


Holding %
GUJARAT AMBUJA EXPORTS LTD. 9.92
Maithan Alloys Limited 7.75
TECHNOCRAFT INDUSTRIES INDIA LTD 7.39
POLYPLEX CORPORATION LTD 6.25
JSL STAINLESS LIMITED 5.88
Top 5 Equity Holdings 37.19

Sector Allocation


Holding %
Construction 11.49
Chemicals 17.09
Engineering 18.39
FMCG 19.74
Metals 26.90

Market Cap Allocation


Allocations %
Large Cap 0.0
Mid Cap 1.5
Small Cap 98.8
Cash -0.3


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Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Apr 22.




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